MEETINGS
At Shepperd & Co., we make it easy to meet in the way that suits you best. Whether you need personal tax advice, business tax support, or a professional tax return, we offer two secure and convenient meeting formats designed around comfort, privacy, and clarity.
In‑person accountant meetings at our Bentleigh office
Online tax meetings through our private, in‑house conferencing platform
In‑Person Accountant Meetings (Bentleigh)
To book an in‑person meeting, click the Contact Us button at the top of the website.
Select your meeting purpose from the dropdown list and include any relevant details.
We’ll then contact you to confirm a suitable time.
This option is ideal if you prefer face‑to‑face discussions, need to bring documents, or simply value a more personal meeting experience.
Online Tax & Accounting Meetings (Secure, Private, In‑House)
Booking an online meeting is just as simple.
Use the Contact Us button, choose your meeting type, and provide the required details.
We’ll confirm a time and send your secure meeting link and password.
All online meetings run through our in‑house, privacy‑first software, purpose‑built for confidential tax and accounting consultations.
Your meeting is password‑protected, and no data is stored on our servers, ensuring complete confidentiality and zero third‑party access.
You can click here to see an example of the software in action, streaming live from our office.
A Better Accounting Experience
Whether you meet with us online or in person, our focus is the same:
a comfortable, secure, and productive meeting that helps you achieve the best possible tax outcome.
Click on the link to see the way our easy to use cloud based software provides the link to the meeting