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New Client Forms

Click on the > button to access the relevant form.

Please make sure you fill out a 'New Client' form for each individual wishing to move to TEA.
When it comes to entities please only list in the form the entity/ies that you are a key person for (Eg. Director of a Company, Trustee for a Trust, Director for a company that is Trustee for a Trust, Partner of a Partnership, etc).

New Client Information

Both 'Client Privacy Authorisation' and ' Client Authority Letters' forms can have all relevant clients listed together. 
Note: If you have different accountants currently, the 'Client Authority Letter' is for each accountant and the relevant client and entity they have been serving.

Client Privacy Authorisation

Client Authority Letter 

ToE: If there is more than 1 key persons for an entity you will need to contact me to have the form sent to you directly. Please make sure you provide the email address for each key person and their full legal name.

Terms of Engagement - Compliance & Advisory Services (1 key person)

Terms of Engagement - Compliance & Advisory Services (2 key persons)

TESTIMONIALS

Would you be interested in leaving me a Google Review? 

I would very much appreciate to hear if I have met your needs and have provided you with what I promised to provide you and the support for you and your business.

"Your Partner in Ethical Compliance & Growth."

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