New clients – getting started
To get started, please complete the two forms below. The Engagement Letter sets out our terms of engagement, including our services, fees and your obligations, and you can sign it online in a couple of minutes. The Client Onboarding Form collects the details we need to set you up as a client. Click each button to open the form, and once you’ve submitted both, we’ll be in touch to confirm the next steps. If you have any questions before signing, please call Tim on 0400 455 923 or email tim@timcooktax.com.

Both forms are password protected - You will need to ask me for the password.