Choosing a tax agent often comes down to whoever’s closest, cheapest, or recommended by a friend — and sometimes that works out fine. However, since this person is handling your financial records and dealing directly with the ATO on your behalf, it’s worth knowing what actually separates a good tax agent from an average one.
Anyone preparing and lodging tax returns for a fee in Australia must be registered with the Tax Practitioners Board (TPB). Consequently, the very first check is confirming registration on the TPB’s public register — this alone rules out unqualified preparers and gives you a baseline of accountability if something goes wrong.
Experience with your situation. A tax agent who regularly works with people in similar circumstances — whether that’s rental property owners, tradies, or small business owners — is more likely to know the specific deductions and rules that apply to you.
Clear communication, not jargon. A good agent explains your return in plain language and answers questions without making you feel rushed. Therefore, if an initial conversation feels dismissive or overly technical, that’s often a sign of how future interactions will go too.
Transparent pricing upfront. You should know roughly what you’ll pay before the work begins, not after. Agents who avoid giving a straight answer on cost are worth being cautious about.
Year-round availability, not just tax season. Tax questions don’t only come up in June and July. An agent who’s reachable throughout the year — for ATO letters, business changes, or general questions — offers far more ongoing value than one who disappears after lodgement.
A proactive approach to deductions. Some agents simply process what you hand them; others actively ask questions to uncover deductions you might not have thought to mention. This difference alone can significantly affect your refund.
Support if the ATO follows up. Occasionally the ATO reviews or queries a return after lodgement. A good tax agent stands behind their work and helps you respond, rather than leaving you to handle it alone.
Promises of unusually large refunds before reviewing your actual situation, reluctance to confirm TPB registration, and vague or shifting pricing are all worth treating as warning signs rather than selling points.
EBATS has been a trusted, registered tax agent for individuals and businesses across Australia since 2011 — with clear pricing, plain-English advice, and support that doesn’t stop after tax season.
📍 Suite 2.2/47 Queen St, Campbelltown NSW 2560, Australia 📞 0404 471 816 🌐 www.ebats.com.au 📧 [email protected]
Ethical Accounting & Taxation Services | Campbelltown NSW | Trusted Tax, Accounting & Business Support Since 2011