About Whiztax

Independent, personal tax support built on clarity and care

Whiztax is a real, independent Australian tax agent business. The focus is on clear communication, careful record handling, and practical support for individuals and small businesses.

What clients can expect

Reliable support, straightforward explanations, and a consistent process that prioritises accuracy and confidentiality.

Independent service
Confidential handling
Clear next steps
On-time focus

Independent business story

Whiztax was created to offer clear, plain-language tax support without the complexity of large firms. You deal directly with the person managing your work, helping build trust and continuity.

Values

Every client relationship is guided by a consistent set of principles.

Clarity

Plain-language explanations and practical guidance.

Confidentiality

Respectful, careful handling of sensitive information.

Accuracy

Attention to detail and accurate reporting.

On-time submission

Clear timelines and proactive follow-up where required.

Proactive reminders

Optional reminders to help you stay organised.

How we work

Simple steps so you always know what is happening.

Listen first

We take time to understand your situation and goals.

Agree the scope

We confirm what is included, the timeline, and the next steps.

Prepare with care

We prepare the work carefully and explain anything that needs your input.

Keep you informed

We provide updates so you always know where things stand.

What to bring to appointments

A general list of helpful information for individuals and small business clients.

Individuals

  • Income statements or payment summaries
  • Records of deductions and expenses
  • Health insurance statements (if applicable)
  • Bank interest statements
  • Any relevant correspondence from the ATO

Small businesses

  • Bookkeeping records or access to software
  • Sales and expense summaries
  • Business activity statements (BAS) and related tax documents (if applicable)
  • Asset purchase records
  • Previous year returns (if available)

General advice note

Information on this site is general and does not consider your personal situation. Tailored advice is provided once we start working together.