Individuals

Individual Tax Payers

We make it easy for you.

We will conduct an initial interview or if you prefer we will take your details over the phone or by email. As agents, we have online access to the ATO portal. Secure, electronic processing means that you don’t have to come in and see us. We will take care of your tax returns all the way through to your refund, without you leaving your home computer. You get on with the things that you need to do, and we keep you compliant with the tax office.

Tax Planning is vital for long term growth. We help you save tax through effective tax structures and advice. e.g. If you are buying an investment property, we provide a Cost Benefit Analysis for a fixed fee, that will give you a calculated tax saving over the term of your investment.

We assess your tax efficiency and tax status. We make recommendations where appropriate to e.g. form a company or trust, if that is in your tax interest.

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Income Tax Returns

Tax return preparation and lodgement, including Profit & Loss Statements for your business activities.

We prepare your rental statement for your investment property. We ensure that you claim for valid expenses of the property, and we maintain capital registers for unclaimed capital expenses.

We track and report on your capital gains and losses from shares or other investments.

We maximise your deductions without exposing you to scrutiny from the tax office.

Our digital processing means you can approve and sign your tax return from your mobile device.

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Tax Planning

We highlight and transition you to the tax structure that is the best fit. We analyse your tax efficiency and provide alternative scenarios within which you will save tax.
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Investment Property

We will verify your eligibility to save tax through an investment property and we calculate the tax savings. Our cost benefit spreadsheet is portable across multiple buying scenarios so you can use it as a planning tool. We will apply to the ATO on your behalf, to have the tax savings passed to you each payday.