Tax Agent Regulatory Matters
For registered tax agents, the risk of investigation or disciplinary action is more than paperwork. It can affect your registration, your reputation, your livelihood and your ability to keep serving your clients. These situations are stressful and often feel overwhelming, but you don’t have to face them alone.
At Mathews Tax Lawyers, we advise and represent registered tax agents across Australia who are facing investigation or disciplinary action by the Tax Practitioners Board (TPB).
How We Assist Registered Tax Agents
We provide advice and legal representation in relation to the following:
- Preliminary enquiries by the TPB
- Formal statutory investigations by the TPB.
- Disciplinary proceedings and termination of registration risks.
- Responding to allegations of misconduct or breaches of the Code of Professional Conduct.
- Negotiations with the TPB.
- Administrative review of TPB decisions to terminate or suspend tax agent registration, or impose other sanctions.
Why Early Legal Advice Helps
Our Approach
Clear Guidance
Explaining the process, your obligations, and your options in plain English.
Legal Representation
Preparing submissions, responding to notices, and appearing on your behalf.
Experience
Over 30 years in tax law, including senior roles at the ATO and as a barrister.
Support
Helping you navigate the process so you can focus on your clients and your practice.
Who We Act For
- Registered tax agents facing TPB enquiries or formal investigation.
- Registered tax agents responding to complaints, audits, or reviews of their clients or their own affairs.
- Registered tax agents dealing with disciplinary decisions or deregistration risk.
- Registered tax agents seeking to stay the operation of, and overturn TPB decisions to suspend or terminate their tax agent registration.
Next Steps
Why You Should Choose Mathews Tax Lawyers
Exclusively Practising in Tax Law
More than 30 Years’ of Experience
Direct Access to the Legal Practitioner Director
You deal directly with the Legal
Practitioner Director; your case is not delegated to junior staff.
Jargon-Free Advice
Nationwide
Award Winning
Tax Law Practice
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What Our Clients Say About Us
“Mark provided detailed and complete advice on a very complex area of tax law that made the world of difference to my understanding of the area. Mark worked over a holiday period to get this advice to me in a timely fashion, which was much appreciated.”
Shirley Morgan
“Mark is amazing, I personally felt like my world was imploding and about to end, however Mark provided me with a more positive outlook and direction (the importance of this cannot be understated). My client received a favourable tax outcome, which Mark had outlined as the likely result right from the beginning. I wouldn’t hesitate to recommend Mark to anyone who is in need of Tax legal advice. Thanks again for your assistance Mark.”
Sunshine Coast Accountant
“Mark Mathews was very efficient when responding to all my questions. He was both knowledgeable and very helpful and found many resources to further help me with my questions. Thank you Mark for all your help. I highly recommend your services to others needing a Tax Lawyer.”
Lucy
“I recently engaged Mathews Tax Lawyers due to an ATO capital gains tax ruling which appeared completely unreasonable. This was causing considerable stress until I contact Mark who very quickly alleviated my concerns by calmly lifting the burden and advising that he could achieve a more favourable outcome. Mark’s tax law knowledge and extensive experience has resulted in an amazing result. Mark’s objection report to the ATO was thorough, to the point and well referenced, a definite contributing factor to the overall outcome. I am beyond grateful for Mark’s integrity, understanding, support and always being available when I reached out for advice or had a question. Mark would respond to calls/emails in a timely manner and instilled confidence from start to finish. I have absolutely no hesitation in recommending Mark and will use his services again should the need ever arise. One word – amazing.”
Karin Meade
“We were referred to Mark Mathews with regards a state tax assessment ruling for consideration of the implication this might have on our business. Mark has been excellent to deal with providing prompt, comprehensive and authoritative advice which enabled us to clarify our position with confidence. He has good communication skills and was very responsive in addressing our questions and concerns. I would recommend his services to others requiring taxation advice.”
Medical Practitioner
“Mark was great to work with. He provided a very clear but comprehensive advice document that was detailed and informative. Mark has excellent communication skills and always responded to me swiftly. I would have no hesitation in recommending him and using his services again in the future.”
Rex Morgan
“Mark Mathews is very professional and knowledgeable. He was able to provide me a tax advice in a quick turnaround time. He is very helpful and I highly recommend to seek his services for any tax advice.”
Client Director
“Mark greatly assisted me with my tax queries in a timely, professional and knowledgeable manner even though my tax circumstances were unusual. As a lawyer myself, I hold high expectations of service by the legal profession and Mark exceeded them easily. I would highly recommend him for tax legal advice.”
Anonymous
“Very satisfied with the services that Mark provided for a tax related query that I approached him about, which my accountant did not know the answer to. I got 3 quotes from 3 different lawyers/firms and his was the most transparent. Turnaround was very fast (next day) and he was very responsive to all emails. He also provided raised some points that I did not specifically ask him about but which were related to my issue. Although I do hope I don’t ever have to deal with any lawyer in the future, I’ll be sure to approach Mark again if I need any legal advice on tax issues.”
W
“I found using Mathews Tax Lawyers a positive and professional experience. Mark was knowledgeable on the topic, his advice was understandable and useful. I would use him again and recommend his services.”
Partner at Lavery Hamilton
“We have been working with Mathews Lawyers for several years and they have been providing us with very valuable advice on a variety of complex matters relating to Tax law. We highly recommend them.”
Raj Rana
“I refer many of my clients to Mark where expert taxation advice is required. Mark’s knowledge and experience in his field is unparalleled. His responsiveness, thoroughness and efficiency is highly valued by my clients and I look forward to working with him into the future. Highly recommend his services.”
Christopher Andary
“I found Mathews Tax Lawyers to be professional and accurate with their advice. Prompt service. Would highly recommend.”
Nathan Hardman
“Sensational tax lawyer! Mark has provided highly technical and detailed advice to myself and clients over the tenure of our relationship. Pragmatism is always implemented with his advice as timing with tax can be tricky to navigate.”
Simon Burke
“I have been using Mark for complex tax advice for my clients for over a year now. The advice he provides is detailed and shows he has a breadth of tax knowledge. Not only is his advice well written it is also easy for clients to understand. His advice is practical and can be applied to the client situation. Added to his great written advice Mark has happily had discussions with me to point me in the right direction when I have had tax issues with client work that is a bit outside the box. Mark is my go to person whenever I need tax advice.”
Janet Simpson
“I want to take a moment to thank you for your sincere guidance and the time you took in answering my questions and for providing further information. Your guidance and your expertise were instrumental in helping me.”
Dr. Puneet Saini M.D.
“Mark has been fantastic in identifying and solving several tax issues in my business. He worked directly with my accountant to achieve a great tax outcome which has allowed me to plan for my future. I look forward to using Mark’s expertise again.”
Carl Spruce
“I received a tax ruling from the ATO which I wasn’t happy about. I engaged Mark’s firm to review the matter and advise me on the tax implications. Mark provided me with a detailed report setting out the reasons why I should not be paying ordinary income tax on a completed property project of mine.
Before I commissioned Mark I was anxious and concerned for a possible heavy tax burden but Mark has allayed these fears for me. I found his costs both reasonable and fair and had a pleasant surprise when I received a 30% rebate on his initial estimated fees. I would certainly recommend Mark to any who need professional and caring advice as that which was shown to me.”
Richard (Maroochydore)
“I have worked with Mark on several occasions through a very complex taxation matter. During my time working with Mark, I found his welcoming and supportive nature to be extremely valuable to the overall objective. Mark always explained matters in a clear and easy to understand manner and his in-depth approach to uncovering all the facts including researching the required components resulted in a favourable outcome that supports my present and future taxation requirements. It is without a doubt that Mark’s expertise and attention to detail was instrumental in reaching a favourable outcome. To support this – I would welcome my recommendation of Mark’s services without any hesitation.”
T Follet
“Thank you again for your help. I really appreciate your responsiveness, thoroughness and innovative thinking.”