Who you will meet

• A principalCA or CPA. The designation and the member number go here.
• A tax agentRegistered. The tax agent number goes here.
• A bookkeeperThe person who keeps the file current between meetings.

Credentials

• CA or CPAThe designation is written next to the name.
• Registered tax agentThe registration number goes here.
• Professional standardsLiability limited by a scheme approved under professional standards legislation.