Personal tax returns with practical help from a CPA and registered tax agent.
Easy as One. Two. Three.
Review and sign
your tax return
We help individuals with personal tax returns, rental property and investment income, capital gains and prior-year returns. We will explain the fee before starting your return.
Prepare for your appointment
Complete the customer information form, book a phone appointment and have your income, expense and investment records ready. We will review your information, discuss eligible deductions and send your return for approval before lodgement.
Keep receipts and other records for your claims. Record requirements depend on the type of expense and your circumstances; we will explain what applies to you. Your lodgement date also depends on your circumstances and the tax agent lodgement program.
Book Now or phone 0407 579 448.