The Fine Print

Our Legal Identity

Our full business identify is Cascade Consulting Services Pty Ltd as trustee for the Cascade Trust trading as Cascade Accounting & Tax ABN 47 088 588 613.

🧾 Accounting Practising Certificate

Cascade Accounting & Tax holds a current Accounting Practising Certificate issued by the Institute of Public Accountants (IPA). This certificate authorises us to provide public accounting services in accordance with the IPA’s professional standards, ethical requirements, and continuing professional education obligations. It reflects our commitment to maintaining high standards of competency, integrity, and client service in line with Australian accounting regulations and best practice.

📜 Registered Tax Agent

Cascade Accounting & Tax is a registered Tax Agent with the Australian Tax Practitioners Board (TPB).
Tax Agent Number: 24675 623 

Our director, Karen McDonald also holds a tax agent’s licence in her own right, 24670 985. 

As required under the Tax Agent Services Act 2009 (TASA), we comply with the Code of Professional Conduct, which includes:

• Acting honestly and with integrity

• Independently and competently representing your best interests

• Maintaining the confidentiality of your information

• Managing conflicts of interest appropriately

• Keeping your data secure and accessible for at least five years

• Maintaining appropriate professional indemnity insurance 

For more details, visit the Tax Practitioners Board or Institute of Public Accountants (IPA) at https://www.publicaccountants.org.au/.

🔐 Privacy & Data Protection

Cascade is committed to protecting your personal and business information under the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

• Your information is stored securely and only accessed by authorised team members

• We do not share your data with third parties unless required by law or authorised by you

• We use encrypted systems and secure document portals for all client communications

If you have any questions about how your data is managed, please contact us.

📄 General Advice Disclaimer

Information provided on this website is general in nature and does not constitute personal financial or tax advice. It may not be suitable for your specific circumstances.

We recommend you seek professional guidance before making decisions based on any content published here.

Cascade Accounting & Tax is not liable for any loss incurred from reliance on information contained on this site or linked external content.

📌 Engagements & Scope of Work

Before commencing work, we issue all clients with a formal Engagement Letter that outlines:

• Scope of services

• Fees and billing arrangements

• Timeframes and responsibilities

• Your rights and obligations as a client

All advice is based on the information you provide. If your situation changes, or if we receive new information, our advice may need to be revised accordingly.

💬 Feedback, Disputes or Concerns

We aim to build strong, long-term relationships with our clients. If you’re ever unhappy or unsure, we encourage you to reach out directly so we can work through it.

If you wish to make a formal complaint, and we are unable to resolve it, you may contact:

• The Tax Practitioners Board

• Or the Australian Financial Complaints Authority (AFCA)

TASA Compliance: What It Means for You

From 1 July 2025, all accounting firms—including ours—must comply with new professional standards set out in the Tax Agent Services Act (TASA). These updates are designed to improve trust, transparency, and professionalism across the tax and accounting industry.

At Cascade Accounting & Tax, we are fully committed to meeting—and exceeding—these obligations to give you peace of mind and ensure the highest quality of service.

What This Means for Our Clients

We are committed to:

# Acting with integrity

You can trust us to be honest, ethical, and always act in your best interests.

# Providing accurate, reliable advice

We will never lodge or support false or misleading statements. We take accuracy seriously—every time.

# Managing conflicts of interest

We disclose and manage any situation that could compromise our independence or your outcomes.

# Keeping your information confidential

Your data is always safe with us. We follow strict protocols to protect your privacy.

# Keeping detailed records

We maintain thorough records of your work for at least five years—ensuring consistency, compliance, and transparency.

# Delivering competent service

We invest in ongoing training and robust quality control so that every member of our team is equipped to serve you well.

# Keeping you informed

We communicate proactively—especially if there’s something you need to know that could affect your tax or business situation.

# Doing the right thing

If we ever identify a serious compliance issue—ours or someone else’s—we are legally required to report it. We take that responsibility seriously.

Your rights and complaints

If you are dissatisfied with our services, please contact us first. You may also escalate your concerns to:

• IPA: https://www.publicaccountants.org.au/about/complaint-investigation
• TPB: https://www.tpb.gov.au/complaints
• Client Rights Factsheet: TPB Client Info

Your Questions

If you have questions about how these updates affect your business or would like a compliance health check, we’re here to help.

📞 Contact us today for expert advice, practical support, and trusted guidance.

Please ask if you need to clarify any of the statutory rules under which we operate and how we can be of benefit to you and your business. 

Privacy Policy

Click here to see our Privacy Policy

Sample Engagement Letters

Sample Engagement letters

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