Send Me a Fee Estimate Survey

Client details

Thanks for showing interest in how we can help you to get ahead financially through a better tax return.

Please complete the following details so that we can provide you with an accurate fee estimate for your work.

This survey saves automatically. If you leave the survey, you can return to where you left off so long as you use the same device that you began the survey with.
If you require any assistance, please contact us on (07) 3868 3343 or admin@aheadfornumbers.com.

This survey is securely hosted by SurveyMonkey. Click here to read SurveyMonkey's security statement.

1.Contact information(Required.)

Your Full Name

Company (if applicable)

Address

Address 2

Suburb

State

Postcode

Email Address

Mobile Number

2.What is your occupation/industry?

4.What was your past 12 months (approximate) income/turnover?

5.How would you best describe your record keeping?(Required.)

I use Xero

I keep a spreadsheet

I keep paper receipts that are well organised

I throw everything into a shoebox

Other (please specify)

6.Do you (and/or your partner) have any of the following structures?

Trust

Company

SMSF

7.Do you (and/or your partner) have any of the following?(Required.)

Investment property

Business or sole trader income (registered for GST)

Business or sole trader income (not registered for GST)

Purchases of assets that will be part of a future capital gain/loss

Sales of assets that will be part of a future capital gain/loss

No investments

Please provide a description of any items that you have ticked above.