New Individual Client — Intake Form

Complete this form if you are a new individual tax client. We'll collect your personal details, TFN, and identity verification before your first appointment.

Title *

First Name *

Middle Name

Last Name *

Preferred Name

TFN *

Your Tax File Number (TFN) is collected under the authority of the Income Tax Assessment Act 1936 and the Privacy (Tax File Number) Rule 2015. It is used solely for the purpose of providing registered tax agent services. Your TFN will not be disclosed to any third party except as required by law. It is stored securely with access limited to authorised personnel only.

Date of birth *

Email *

Contact Number *

Address

Street Address *

City *

State *

Country *

Postal Code *

How did you hear about us?

As a registered tax agent, Heads-up Advisory is legally required to verify your identity before providing tax services. This protects you against fraud and ensures we meet the standards set by the Tax Practitioners Board (TPB). Learn more: TPB Client Identity Verification

The information you provide in this form will be verified against your driver licence or passport during an identity check conducted via video call (Teams, Zoom, or WhatsApp) or in person at our Parramatta office. We are committed to maintaining the confidentiality of your personal and financial information. Your data will not be shared with third parties except with government agencies as required by Australian law. For full details, refer to our Privacy Policy.

Heads-up Advisory is a registered tax agent and complies with all obligations under the Tax Agent Services Act 2009 and the TPB Code of Professional Conduct. Refer to our TPB Disclosures and Disclaimer for full details.

By submitting this form, you consent to Heads-up Advisory adding you as a client on the ATO Tax Agent Portal and accessing your ATO account information — including your income tax account and, where applicable, your business (ABN) account — to prepare and manage your tax obligations.

ID Proof

Upload DL Or Passport Copy

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Signature *

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CLIENT SUCCESS STORIES

What Our Clients Say

“Ravi and the team at Heads-up Advisory completely transformed our business structure. Their proactive advice saved us significantly on tax and gave us a clear roadmap for our property investments. Highly recommended.”

Glen,

Property Investor & Business Owner

“Finally an accountant who thinks ahead. Ravi identified a CGT saving we had no idea existed. He's not just our accountant — he's our strategic partner."

Bob T, High-Net-Worth Investor,
Melbourne

"Ravi doesn't just lodge our returns — he calls us before 30 June every year with a clear plan. That kind of proactive advice has saved us more than we ever expected."

Michael, Business Owner & Property Investor, Sydney