The preparation of individual income tax returns can be facilitated by:

Identity Verification (AML Requirements)

From 1 July 2026, we are required to verify the identity of all clients in line with new Anti-Money Laundering (AML) regulations. Face to face clients will need to bring a current driver’s licence or passport to their appointment. Clients not attending in person will be sent a secure link to complete identity verification online. A fee of $50 per person applies and will be included on your invoice.

Face to Face Meeting

Clients can use the following link to book a face to face meeting.

https://calendly.com/davidsonadvisoryservices

For face to face meetings we ask clients to:

  • Arrive 10 minutes prior to your appointment time to allow for identity verification. Please note cancellations with less than 24 hours’ notice will incur a cancellation fee of $50.
  • Book a time allocation that is applicable to your needs.
  • Consult our annual checklist to ensure you have all information required.

Secure upload of information to your Nimbus Client Portal

Clients may prefer to have their return prepared remotely, eliminating the need to come into our office. This process will be a 4-6 week process following receipt of your information.

We ask clients to:

  • Consult our annual checklist to ensure you have collated all information required.
  • Upload your information to your secure Nimbus Client Portal or email to tax@davidsonadvisory.com.au.
  • Complete the online identity verification link that will be sent to you.
  • If you require a Nimbus Client Login please email tax@davidsonadvisory.com.au and request a Welcome Email.