Taxation

Contact us for all types of tax returns from personal, business, rental properties, trades & contractors through to companies & trusts.

We also assist with BAS, PAYG and employee tax and any other tax issues. If you have fallen behind with your tax or BAS, call now for assistance with getting up to date or dealing with tax office issues or penalties.

Also, if you have concerns because you are behind on your tax, BAS or other obligations, I can help and you’ll be surprised how easy it is to get back on track.

Personal tax returns: A number of accounting practices are not really interested in this type of work and charge hefty preparation fees accordingly.

Well that’s not the case here! I welcome new clients to assist in the preparation of their individual tax returns.

We conduct a personal interview to establish all your entitlements including deductions and rebates to ensure you maximise your refund or minimise any liability. We also explain the amount of your refund/liability so you clearly understand how the amount is derived which enables you the opportunity to make changes for future years.

Preparation of personal tax returns is usually completed in the one appointment and you are provided with a comprehensive hard copy for your own records.

Rental properties: Are you claiming all the entitlements on your investment properties, in particular your capital allowances (depreciation)? Are you quite clear on what is repair and what is capital improvement?

My experience reveals that many landlords (even those using a tax agent or accountant) are not necessarily claiming the capital allowances to which they are entitled. This is backed up by Tax Office research that has shown that only 37% of investors are claiming the correct capital allowance as part of their depreciation entitlements.

If your previous tax returns simply shows depreciation on a few household items, then there is a possibility that your capital allowances are severely under claimed which can result in missing out on hundreds or even thousands of dollars of deductions!

I have completed tax returns for many landlords and in numerous cases, significantly increased their refunds due to the under-claiming of capital allowances.

I invite you to call and discuss what I can do for you.

Tradies, professionals and contractors: I have a full understanding of business of all types and apart from ensuring you claim all of your entitlements, I can also assist or prove advice on how to keep your own records which ultimately saves you money.

Importantly, I complete all tax returns in good time (if not immediately, within a week or so). It’s not slid to the bottom of the pile for lodging near the end of the financial year. This is most important should you need your tax assessment for finance or other statutory bodies.

Your GST and PAYG obligations are explained in detail and can help you to submit your own BAS or I do it for you. Either way, you are in control and clearly understand what needs to be done.

 

 

Business (sole trader, partnerships, companies or trusts): Operating a business is hard enough without the hassle of Tax, BAS, GST, FBT and PAYG. Business is what we know and we can assist or give advice on what records you need, what bookkeeping options you have and assist you with any of the stuff you want to do yourself which ultimately saves you money.

We also ensure tax returns are completed in good time so you are clear on your obligations and deadlines. It’s not placed on the bottom of the pile, most important should you need your tax return for finance or other reasons.

We also explain your GST, PAYG and superannuation and employee obligations and can help you to submit your own BAS, so you are in control and understand what needs to be done.

Late? Overdue? Unpaid? ATO Penalties? There is no need to stress! We can deal with any late tax returns or BAS. If penalties or interest have been incurred, these may be reduced or completely cancelled. With tax debts, assistance is available in to arrange payment arrangements as well as explain your rights and obligations. Got ATO issues…call now!

General Tax & Business advice: Assistance is available with other aspects of your tax affairs whether it is personal, rental, business or any other type of requirement.

Looking to buy or start a business? See our section under Business Planning