Terms of Service, Disclosures & Operating Procedures
Information we are required to Disclose to You
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As a Tax Agent our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
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Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
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There are currently no matters that could significantly influence your decision to engage or continue to engage our services.
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The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
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If you have a complaint about our Tax Agent services, you will need to contact our office in the first instance with details by email (info@amodioservices.com.au). We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can make a complaint to the Tax Practitioners Board (TPB) at https://www.tpb.gov.au/complaints. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
Our Commitment to Quality
We have established a comprehensive quality management system to ensure that our services meet the highest professional standards. Our processes are designed to deliver accurate, reliable, and timely advice to all our clients.
Record Retention Policy
In compliance with the Tax Practitioners Board (TPB) requirements, we retain all relevant records, including interviews, workpapers, assumptions, and advice, for a period of five years. These records ensure transparency and accountability in our services.
Our Expertise
Our team members are highly qualified and maintain their competency in all services offered. We actively engage in ongoing professional education and training to ensure compliance with the Tax Practitioners Board's standards.
