Accountant Meeting

📆 Schedule Your Accountant Meeting

At Shepperd & Co., we offer convenient meeting formats to suit your personal or business tax needs, general advice, or tax return preparation:

• In-person meetings at our Bentleigh office
• Online meetings via our secure conferencing platform, Conferencer

To book, click the Contact Us box at the top of the website. Select the purpose of your meeting from the dropdown list and include relevant details—plus your preferred meeting format.

We’ll contact you to arrange a suitable time based on the information you provide.

💼 For in-person meetings, select features from Conferencer may be integrated into the session to enhance delivery when applicable.

🌐 For online meetings, Conferencer offers a virtual experience that mirrors traditional accountant consultations, with features such as:

• 🎥 One-to-one video calls
• 💬 Interactive chat
• 🔐 Secure document sharing
• 🖊️ Whiteboard & image presentation
• 🖥️ Screen sharing & PDF editing
• 🔒 Password-protected meeting rooms
• 🚫 No recordings—for full confidentiality

✨ Become a Website Member

Interested in improving your tax outcomes? Register below to become a member and gain access to exclusive resources designed to help you:

• Understand key tax issues that impact you
• Identify what actions you can take—and avoid—to improve your tax return results
• Stay informed and confident at tax time

📍 Register Your Interest Today by entering your details below.

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