Services

2^nd Partner Services

Are you a sole practitioner or a sole partner firm with (or without) staff and need some additional guidance?

Do you need someone who can help you work through the occasional income tax technical issues, QRM matters, or staff problems which come up from time to time? Do you wish you had someone to quickly pick up the phone and talk something through? Do you wish you had a 2^nd partner with a tax specialty who you could call?

Skye Francis can help you in the following areas:

Income tax technical matters: ‘quick consults’, 2^nd review of your advice, or prepare the advice for you
Review of QRM processes
Independent person to discuss ethical issues, or day to day staffing matters
Accountability, goal setting, and general business matters

On Call Second Partner

Want to be able to pick up the phone and talk to your ‘2^nd Partner’, when you need it? Do you wish your staff could call someone if you are not available, or if they need other guidance? Do you have a burning ‘quick question’ or need to ‘sense check’ an outcome?

Sign up to our services, and then text, email or call and we will get back to you (generally within 4 business hours). Or pre-book a call with Skye on-line.

A capped number of “Unlimited calls” memberships are also available (subject to application).

Thinking of working with Skye, but unsure if she can assist you, or wanting to find out more. Book a Free 15 min introductory call or Contact us

Book your free call

In Depth Call (60min)

Do you know you need a bit longer to talk about a complex issue? Book in a 60 min call for a confidential discussion to work through your income tax, staffing or business problems. This could include:

Workshop an income tax problem together and be provided with guidance on relevant legislation or case law
Have a Teams call for us to review your written income tax advice and receive on-the-spot feedback
On the spot review or guidance of your complex calculations
Receive a one-on-one training session on a particular topic
Talk though a challenging staff member or client situation

If you are uncertain about whether we can assist you, please send us a description of the scenario. We can then review your situation and inform you of how we can help.

Prepare Income tax advice or supporting calculations

Want someone to draft all, or a part, of the tax advice for you to provide to your client? We can provide tax advice directly to your client, or as a memo/white paper for you to include in tax advice that will be provided by your firm. We also perform a review of your advice, before you provide it to the client – perfect for those higher risk engagements.

Do you know what the tax outcome should be, but the data used to implement the advice is beyond your ‘excel’ skills. We prepare tax calculations to support tax advice, including advice prepared by others (eg, forex gains/losses, ACA).