Individual Tax Return

Individual Tax Return

Our services for personal individual tax returns for all those with simple to more complicated tax affairs:

• • Investors – Shares, Managed trusts, Investment interest deductions

  • Work-related car expense claims

  • Rental property investors

  • Allowances, Employer lump sum payments, Employer termination payments & Employee share schemes

  • Capital gains

  • Foreign income

  • Tax offsets entitlements

  • Late or multiple year Tax Returns

  • Amendments to prior year Tax Returns

  • Review of past year tax returns for accuracy and omissions

  • Respond to ATO audit and assistance

  • Lodge tax objections if you disagree with a tax assessment

  • Retired pensioner or Self-funded retiree

With the increasing complexity of tax regulations and the individual tax return form changing each year, it is highly recommended that we take the burden out for you. It can be stressful and time consuming process. Individuals who prepare own returns may be unaware of entitlements or overlook declaring certain forms of income. The potential refund or penalty can justify using the professional registered tax agent. Also, you can keep peace of mind knowing that your tax return was handled by fully qualified and experienced registered tax agent like us.

To make an appointment for us to handle your personal tax return, you can either call us directly or email us.

Please click here for our fees & charges for preparation of personal individual income tax return.