Submit a Preliminary Australian Tax Enquiry

Please provide a concise overview of your Australian tax matter so we can assess its likely scope, complexity, urgency and whether it falls within our current practice focus. This form is for preliminary scoping only. Submitting it does not create a client relationship and does not constitute personal tax advice.
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Please do not provide tax file numbers, passport or driver licence details, Medicare details, bank details or identity documents through this public form. If supporting documents are required, we will provide an approved secure process after reviewing your enquiry.

Before you submit

Preliminary scoping only

Preliminary scoping only

This form is for preliminary scoping only and does not constitute personal tax advice.

Protect your privacy

Protect your privacy

Do not include TFNs, passport or driver licence details, Medicare details, bank details or identity documents.

Existing clients

Existing clients should continue using the secure Client Portal for documents and matters relating to an existing engagement.

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Your privacy is important to us. Information submitted through this form is collected to assess, administer and respond to your enquiry, undertake appropriate conflict and risk checks, and determine whether an engagement can be offered. Please review our Privacy Collection Notice for information about how personal information is collected, used, disclosed and stored.

Existing clients

Existing clients

Please use our secure client portal to log in, upload documents and respond to requests.

Secure document handling

Secure document handling

Supporting documents will only be requested through an approved secure process if and when required.

    Contact Details





    By submitting this enquiry, you acknowledge that your personal information will be handled in accordance with our
    Privacy Collection Notice.


    Type of Assistance Required



    Income Years Involved



    Residency or Overseas Position



    Australian Citizenship or Status


    Australian Income, Property or Assets


    Foreign Income or Overseas Tax Matters


    Rental Property Details


    Capital Gains Details


    ATO Correspondence / Deadlines



    Brief Summary

    Please do not include passport numbers, visa grant numbers, identity-document numbers, TFN, bank account details, BSB numbers or Medicare identifiers in this form.


    Document Availability


    Acknowledgements

    Important Note

    Existing clients

    Please use our secure Seamlss client portal to log in, upload documents and respond to requests.

    Secure document handling

    The public contact form should only be used for general enquiries. Sensitive supporting documents should be exchanged through the secure portal where requested.

    AIM S Australia Pty Ltd |
    Trading as AIMS Australia Tax Accountants |
    ABN 21 159 602 276 |
    Registered Tax Agent No. 24859230 |
    CPA Public Practice |

    Contact

    Locations

    Melbourne CBD
    Level 30, 35 Collins Street, Melbourne VIC 3000

    Caulfield South
    Shop 1, 333 North Road, Caulfield South VIC 3162

    The information on this website is general in nature and does not constitute tax, legal, financial, migration or other professional advice. Australian tax outcomes depend on the applicable law and each client’s specific facts and circumstances. Professional advice should be obtained before acting or relying on this information.
    Services are subject to acceptance, agreed scope, identity verification, availability and payment.
    Copyright © 2026 AIM S Australia Pty Ltd. All rights reserved.
    Liability limited by a scheme approved under Professional Standards Legislation.