About
Four people, one office, no call centre.
Plumbline is a small practice on purpose. Your file has one owner who knows it, and the person who answers the phone can usually answer the question.
Fictional team for the template. Names, roles and credentials are placeholders.
How we work.
One owner for your file
A named accountant knows your business, signs off your returns and picks up when you call. The rest of the team backs them up.
Plain English, in writing
Every lodgement comes with a one-page note: what we lodged, what you owe, when it's due and what changed from last time.
Answers within a business day
Email or phone, a person replies by the end of the next business day. If it needs research, you get a date for the answer.
Advice before, not after
Thinking about a ute, a hire or a new structure? Ask first. It's included, and it's cheaper than fixing it at year end.
Reviewed twice
Every return and BAS is prepared by one person and reviewed by another before it's lodged.
Your data stays yours New
Documents live in the client portal, not in email. Access is by two-factor login, and you can download everything at any time.
Credentials, and what they mean for you.
Letters after a name are easy to print. Here's what each registration lets us do, so you can check it.
| Registration | What it means | Check it |
|---|---|---|
| Registered tax agentRegistered tax agent 00000000 | We can prepare and lodge tax returns and give tax advice for a fee, under the Tax Practitioners Board's code of conduct. | The public TPB register, by name or number |
| Registered BAS agentRegistered BAS agent 00000000 | We can prepare and lodge activity statements, payroll reports and give advice about them. | The public TPB register |
| Professional body membershipCA ANZ or CPA Australia (placeholder) | Members meet education and ongoing training standards and follow their body's code of ethics. | The member directory of each body |
| Professional indemnity insurancePlaceholder: insurer and cover | Required for registered agents. It protects you if we make a mistake. | Ask us for the certificate |
Placeholder registrations. A real site lists the practice's actual numbers and memberships, and only those it holds.
The people.
Come and meet us.
Discovery calls are free, thirty minutes, at the office or by video. Parking is out the front.