Frequently Asked Questions
Unearthing Clarity, One Question at a Time
At DJ Grigg Financial, we know tax and accounting can feel complex. That’s why we’ve sifted through the most common questions to give you clear, straightforward answers—so you can move forward with confidence.
Do I need to make an appointment?
We offer flexible appointment options—by phone, Zoom, or in person—which you can select when completing your proposal at a time that best suits you. However, if you’d like to speak directly with one of our accountants, an appointment is essential to ensure we dedicate the time and attention you deserve.
What should I bring to my first appointment?
Bring along any relevant financial documents—such as income statements, expense records, and identification. If you’re unsure, go to Tax Return Preparation. Information on this page will guide you on exactly what you’ll need.
Do you prepare individual as well as business tax returns?
Yes, we do. We work with both individuals and businesses, tailoring our services to fit your unique situation—whether it’s a simple return or a complex set of accounts.
Can you help with bookkeeping and BAS statements?
Yes. We provide comprehensive bookkeeping, BAS preparation, and reporting services—helping you stay compliant and in control, without the stress.
Do you offer advice beyond tax returns?
We do. From business structuring and tax planning to cash flow management and strategic growth advice, our services go well beyond compliance. We’re here to help your business refine, grow, and shine.
How do I send my information if I can’t come into the office?
Our preference is that you complete the secure information collection questionnaire, which we’ll send after you sign your service proposal. This collection questionnaire allows you to securely upload any required documents. However, we’re happy to work with you in whichever way suits best—simply get in touch.
Do you charge for initial consultations?
Yes, our discovery sessions are fee-based—because they’re focused, structured, and designed to provide genuine value from day one. Think of it as the first step in unearthing your business potential.
Still Have Questions?
Every client’s needs are unique.
If your question isn’t listed here, please reach out.
We’re always ready to help uncover the clarity you’re looking for.