An accountant approached us about their clients, a GP couple with a 20 year history of tax debt. He had worked with them to manage the capital debt and to get them to a compliant position with the ATO.
But he knew that the scale of interest and penalties - and the long-term nature of their situation with the ATO - required our niche expertise if he was to maximise the chances of getting the best outcome for his clients.
We prepared a detailed application for a remission of interest and penalties. We collected and collated a lot of documentation to support the application, and build the strongest possible case to the ATO.
We could not have been more delighted when we were told we had achieved a 100% refund, totalling over half a million dollars. It was truly a life-changing day for these clients.
Working as a team with a client's accountant is such a positive way to get the best outcome.
This feedback from the accountant, who himself has a high level of technical tax expertise, is a great endorsement of the strength of this kind of partnership:
"We are experienced enough to know when our competencies may not get the optimal outcome and we need to let someone else 'do their thing'. You have provided that skillset beautifully and the outcome is sensational. Thank you."
If you would like to find out how we can work with you or your clients, please do get in touch. We'd love to help.
Fiona is a B2B marketing specialist, with particular expertise in SME finance and technology. Having spent 15 years in London as a partner of an award-winning integrated marketing agency, she combines innovation and creativity with commercial pragmatism. A powerful strategic thinker, Fiona leads her team with energy and drive.