A tax return should do more than meet a deadline. We prepare and lodge returns for individuals, sole traders, partnerships, companies and trusts, and we look closely at your situation so you claim everything you are entitled to, and nothing you are not.
Tax returns done properly and lodged on time
As your tax agent, we can lodge under the ATO’s tax agent lodgement program, which may give you more time than lodging yourself. We review your deductions, check your records against ATO data and explain your result in plain English.
- Individual tax returns, including rental property, shares and other investment income
- Sole trader returns with business schedules
- Company tax returns
- Trust tax returns and trust distribution paperwork
- Partnership tax returns
- Overdue returns and amendments to prior years
Tax planning: before 30 June, not after
Most tax savings are decided before the financial year ends. We review your position ahead of 30 June and look at the timing of income and expenses, superannuation contributions, asset purchases, director remuneration and your business structure. Then we give you clear recommendations you can act on.
Tax planning is built into our packages
Compliance Essentials includes an annual tax planning review, Business Performance Partner includes two sessions a year and Strategic Advisory Partner includes quarterly planning. A one-off tax planning meeting is available from $550 + GST.
Frequently asked questions
When is my tax return due?
If you lodge your own return, it is generally due by 31 October. If you’re on a registered tax agent’s client list before then, you may have more time under the agent lodgement program. We’ll confirm your due date.
What do I need to bring?
Your income statement, bank interest, dividend and managed fund statements, private health insurance details, receipts for work-related expenses, rental property statements and details of any assets you sold. We’ll send you a checklist.
Can you help with overdue tax returns?
Yes. We can prepare and lodge overdue returns, amend prior-year returns and help you arrange an ATO payment plan if you need one.
