TLC Taxation – Privacy Policy
At TLC Taxation, we respect your privacy and are committed to protecting the personal information you share with us. This policy explains how we collect, use, store, and safeguard your information in line with the Australian Privacy Principles under the Privacy Act 1988 (Cth).
1. Information We Collect
We may collect the following types of information:
● Personal details (name, address, phone number, email).
● Financial and taxation information (income, expenses, ABN, TFN, etc.) provided to us to complete your tax returns or accounting work.
● Identification documents where required by law.
● Website, form, or communication data if you contact us online or by phone.
2. How We Use Your Information
We use your personal information to:
● Provide taxation, accounting, and related advisory services.
● Prepare and lodge tax returns and other compliance documents.
● Communicate with you about your account or services.
● Meet our legal and regulatory obligations.
● Improve our services and client experience.
We will not use your information for unrelated marketing purposes without your consent.
3. How We Store & Protect Your Information
● Your information is stored securely in our systems and only accessible by authorised staff.
● We use appropriate safeguards (encryption, access controls, and secure systems) to protect your data.
● We retain your information only as long as necessary for our business and legal obligations.
4. Disclosure of Information
We may disclose your information to:
● The Australian Taxation Office (ATO) and other government agencies, as legally required.
● External service providers (such as IT, bookkeeping, or accounting software providers) who assist us in delivering services.
● Professional advisers or auditors, where required.
We will never sell your information to third parties.
5. Your Rights
You have the right to:
● Request access to the personal information we hold about you.
● Ask for corrections if your details are inaccurate or out of date.
● Withdraw consent for marketing communications at any time.
Requests can be made by contacting us directly (see details below).
Frequently Asked Questions
When is my tax return due to be lodged with ATO?
When lodging with assistance of a tax agent, most individuals and small businesses without any history of late lodgement must lodge their tax returns with the ATO by 15 May following the end of the financial year (For example – your income tax return will be due for lodgement by 15 May 2024 for financial year ending 30 June 2023). Timely reminders are sent to all clients of T L C Taxation.
When can I get my accounting and tax work done?
Most individuals, small businesses and self-managed superfunds using a tax agent have lodgement due on 15 May. TLC Taxation tries to finalise tax affairs of clients expecting refunds as soon after the end of financial year as practicable. Clients expecting a tax bill would be attended to according to agreement, well before the due date.
What do you need from me to do my accounting and tax work?
Please, click here and download a list of documents relevant to your situation.
How long does it take from when I give you my paperwork to when the tax returns are ready?
With business tax returns (trusts, partnerships, companies and individuals) it generally takes one to three weeks, depending on what we agreed upon, how complete and accurate your books are, how complex your business is, how many individuals are involved, if it is your first year with T L C Taxation (first year usually takes slightly longer). Simple tax returns are done either on the spot or within one week at most.
When will my call be returned/email replied to?
We try to reply the same day. Response within 24 hours is guaranteed.
How much do you charge?
We are always offering promotions and discounts, please see our Fcaebook page for current promotions. For a detailed list of our services and fees please see call us.
Can I get a fixed fee?
Yes, you can. A quote specific to your accounting and taxation requirements can be provided at the end of your FREE introductory session (business clients only).
Can I call before/after business hours?
Yes, you can. We are flexible with business hours and you can call or email between 7am and 9pm.
Am I charged for every minute on the phone/email?
No. Short phone calls and short email answers to your questions that are no longer than 5 minutes are provided at no extra cost.
How do I leave my existing accountant?
It’s very simple, these 5 will guide you on how to switch your accountant
1. Book your FREE introductory session with T L C Taxation.
2. Inform T L C Taxation of your decision (preferably by email).
3. Inform your previous accountant of your decision and settle any outstanding issues/bills.
4. Ethical clearance. T L C Taxation will arrange an ethical clearance letter from your previous accountant. Ethical clearance will probably not be issued if any of your previous accountant’s bills are outstanding.
5. Transfer relevant information. Once informed of ethical clearance being issued, collect any files, schedules and documents from your previous accountant which might assist in the future.
A list of these, reflecting your circumstances, will be provided by T L C Taxation. Pass the info to T L C Taxation.
What payment methods do you accept?
There are several different methods of paying for our services including, but certainly not limited to the following:
➤Cash can be dropped off at our office during the hours of ;
Mon – Fri : 10:00 AM – 6:00 PM
Sun : Closed
➤Direct Debit our BSB and Account number is on all of our invoices. For your reference they are as follow.
➤Cheques can be posted to our postal address
PO Box 6090
Coffs Harbour
NSW, 2450
➤We use Square for our invoicing, payments can be made through the link in your invoices. The invoices include a “pay now” button where you will be directed to an online secure website to make your payment. You will not be required to create a Square account to use this service.
➤Pay ID - using your bank, log in and choose Pay ID you can send payments to our mobile number 0435867437.
➤Over the Phone - should you wish to call us we can take payment over the phone using any Debit or Credit Card. You can simply read us the details on your credit or debit card.
Do you do home visits?
Yes, I do. However, this will incur additional charges that depend on your location. We charge per visit; therefore you will benefit if you have more than one tax return or a group of people. Please contact us for more details.
Are you registered for GST?
Yes, as of 01 July 2022 T L C Taxation is currently registered for GST, therefore we are required to charged and collect GST on our services.
How much experience do you have?
I have over 10 years in Australian taxation of small to medium business, individuals and self-managed superannuation funds. My first accounting roll was in 2007, immediately after graduating from university.
My employment history has exposed me to all facets of accounting, taxation and bookkeeping. I have worked on all types of business and individuals. There has never been any limit to my workload and I have always been responsible for my own client base. I am enthusiastic about starting my own firm, it has always been a dream of mine. I also have a newborn and working for myself and from home is convenient for me, I get to spend all day with beautiful daughter.
What are your qualifications?
Registered Tax Agent with Tax Practitioners’ Board in Australia
Graduate Certificate of Chartered Accounting Foundations Deakin University Melbourne, Australia
Bachelor of Commerce (Economics) University of Wollongong, Wollongong, Australia
Where are you located?
T L C Taxation operates from a home-based office in Coffs Harbour NSW. Meetings are conducted in client’s premises or at my home office or at a location that is convenient for everyone (all by appointment only).
Want to Work with us?
Stay in touch
COMPANY
PO Box 6090,
Coffs Harbour Plaza
NSW 2450
234 Pacific Highway
Coffs Harbour, NSW 2450
(Diagonally across the road from
The Clog Barn)