Talk to a Chartered Accountant

A focused discussion about your needs

Financial decisions are easier to assess when your records and obligations are clear. Request a Chartered Accountant consultation through BIAT Legal LLP to discuss your individual or business requirements, understand the information needed and plan an appropriate course of action.

What you can discuss

Income tax and returns

Discuss income sources, return preparation, supporting records and questions about your tax position.

GST and indirect tax

Raise questions about registration, invoicing, reconciliation and return-related requirements for your business.

Accounting and bookkeeping

Review how your books are maintained, reconcile balances and identify gaps in your financial records.

TDS and payroll records

Discuss deduction-related questions, payment records and the information needed for payroll and reporting.

Tax notices and assessments

Understand the issues raised in a notice and the documents that may be needed for a professional review.

Business finance and reporting

Discuss cash flow, financial statements, budgeting and the accounting implications of a proposed business decision.

Make the most of your consultation

Having the right information ready helps the professional understand your situation.

Your questions and the financial year or period involved
Income statements, accounts or other relevant financial records
Prior returns, invoices and reconciliations where relevant
Any notice received and its stated response date

How a consultation works

Share your requirement
Call or email with a brief description of your matter and the professional you would like to consult.
Confirm the appointment
The team will confirm the appropriate professional, availability, consultation format, scope and fee before booking.
Prepare for the conversation
Gather the relevant records and list your questions so the discussion stays focused on your priorities.
Agree on the next step
Discuss your options and decide whether you need a further consultation or a separate professional engagement.

What to expect from the discussion

Use the discussion to clarify the records required, identify outstanding accounting or tax questions and agree on an appropriate next step. Return filing, ongoing bookkeeping, audit and certification services should be scoped separately.

Frequently asked questions

Who can request a CA consultation?

Individuals, self-employed professionals, business owners and finance teams can enquire about a consultation. Explain your circumstances and whether the questions relate to personal finances or a business.

Will the consultation include filing my returns?

Return preparation and filing are separate services unless they are expressly included in the agreed scope. The team will clarify the work involved before you proceed.

Can I discuss a tax notice?

Yes, you can request a discussion about the issues raised and the records needed for review. Mention the type of notice and any response date when making the enquiry.

Should I send all my financial documents in the first email?

Start with a brief description of your requirement. The team can confirm which documents are needed and how to share them for the agreed consultation.

A conversation is a good place to start

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