Our process is simple and straightforward:

Step 1: Use our contact form to let us know you’re interested.

Step 2: We’ll speak with you and agree whether you’d like assessment only (see below) or the full package. Then we’ll sign a Letter of Engagement with you, which acts as a contract for our work and contains a full Non-Disclosure Agreement.

Step 3: Once we have your accounts, we’ll assess you against the most appropriate Fair Tax Criteria and Standard and send you the scorecard report. This explains how you’re doing on tax responsibility.

If you haven’t gained enough points to win the Mark, we’ll help you get to the threshold by providing clear guidance and template information.

Step 4: Once you’ve made any agreed changes, you’re awarded the Fair Tax Mark – then it’s time to announce and celebrate!