Industries/Professional Services/Bookkeepers & Accountants
Bookkeepers & Accountants.
Engagement letters, TPB compliance and outsourced services.
Overview
Registered BAS agents and tax agents operate under the Tax Practitioners Board Code of Professional Conduct alongside standard PI exposure. We draft engagement letters, outsourcing agreements and referral arrangements aligned to TPB obligations.
Where we're pulled in
Common challenges.
- TPB Code and safe-harbour eligibility
- Scope-limited engagement letters
- Offshore outsourcing and client-consent
- Trust-account and money-handling risk
How we help
Services tuned for bookkeepers & accountants.
Engagement letters
TPB-aligned client engagement letters and disengagement templates.
Outsourcing
Offshore processing agreements with client-consent frameworks.
Firm sale
Buying and selling books of business, including client-transfer letters.
FAQs
Questions we hear often.
- Do you help with a TPB complaint?
- Yes — we act on TPB investigations and code-of-conduct matters.
Keep reading
Related insights & professions.
Related professions
Talk to us
Legal built for bookkeepers & accountants — professional services.
Send us a note about what you're working on. We'll respond within one business day and, if we're a fit, book a free 15-minute consultation with a senior lawyer.