How We Work With You – TPB Code of Professional Conduct
Proactive Accounting & Financial Services is a registered tax agent with the Tax Practitioners Board (TPB). We are required to comply with the TPB Code of Professional Conduct, which guides how we provide our services to you.
What This Means for You
We are committed to:
- Act honestly and in your best interests while following all applicable tax laws.
- Keep your information confidential and secure at all times.
- Take reasonable care in preparing your tax returns, financial advice, and other services.
- Ensure competence and supervision – anyone working on your affairs is properly trained and supervised.
- Maintain accurate records of all services we provide you.
You can check our registration and learn more about your rights on the TPB’s public register.
If You Have a Concern
If you ever have concerns about our services:
- Contact us first – we will work with you to resolve the issue promptly.
- If you are not satisfied with our response, you may lodge a complaint with the TPB. Details of the TPB complaint process are available on their public register.
Why This Page Matters
This page helps you understand how we operate, your rights as a client, and our obligations as a TPB-registered practice. We aim to be transparent, ethical, and trustworthy in all dealings with you.
