Individual tax returns for employees, professionals and investors who want things done properly. Our focus is simple: give you clarity on your position, keep you in control of your ATO obligations and help you make steady progress from year to year.
You are on salary or wages and may have allowances, bonuses, uniforms or work-from-home expenses. You are tired of rushed five-minute returns and want someone to actually look at your situation and explain what is going on in plain English.
You have dividends, ETF income, managed funds, term deposits, crypto or one or more rental properties. You want to make sure all deductions are captured and the capital gains tax rules are handled correctly so you are not paying more tax than you need to.
More complex returns usually mean more opportunity for things to be missed — and more risk if records aren’t consistent year to year. We’ll review the full picture, confirm what’s been lodged previously, and make sure income, deductions and capital gains are handled correctly.
We use structured checklists and online forms to identify the deductions and issues that apply to you, including:
We do not simply key in whatever is on your PAYG summary. We check:
Once the return is lodged, we look at what can be improved for future years so you are progressing, not just repeating the same pattern:
Use our secure client portal and online forms to send your information and documents. If you are a new client, we also review your last lodged return so we understand your starting point.
We prepare the return, ask questions where something does not look right, and check it against ATO pre-fill. You see the estimate before we lodge, so you know what to expect and can ask questions.
Once you approve, we lodge electronically. Where useful, we outline simple, practical steps to improve your position for the coming year – turning this year’s result into clearer decisions for next year.
Book a time to discuss your tax return
Not sure if enough tax has been withheld from your wages this year?
We believe in transparent pricing. Use our interactive fee estimator to get an indicative quote based on your specific situation. The estimator covers individual tax returns, rental properties, share trading and more, so you can have more clarity on likely costs before we start.