Screen Shot 2016-04-19 at 12.52.05 PMWhat tax services do we offer?

  • The preparation and lodgement of annual income tax returns
  • The preparation and lodgement of BAS, PAYG Withholding and other tax statements as required
  • The provision of accounting services involving preparation of journals, financial statements and the recording of your business’ financial transactions in accounting software when requested
  • Advice relating to the maintenance of your accounting and record keeping systems
  • Providing general taxation advice and taxation based structuring advice, including business tax advice
  • Acting as your contact with the Australian Tax Office and dealing with correspondence and matters relating to your income tax affairs

Screen Shot 2016-04-19 at 12.52.05 PMHow can you gain the best value from our tax agent service?

  • Contact us first by phone or email to discuss the nature of the services required prior to beginning the work and we will provide you with an estimate of our fees for those services.
  • Send us all the information for your tax return 3-7 days before our meeting, although it’s not a problem if you can’t.

Screen Shot 2016-04-19 at 12.52.05 PMHow do I make payment? 
If you are expecting a refund from your tax return then your fee for your submission can simply be deducted from your returned amount, meaning especially for an individual there is no better time to contact us to complete your return.
For tax returns that are not resulting in a tax refund we require payment within seven days of our consultation and tax returns are only lodged once payment has been received in full. We accept direct bank deposit, EFTPOS, Mastercard, Visa, cheque and cash.

On completion of your tax return we will return any documents/files to you and you should retain those for 5 years after completion for individuals and 7 years for other entities. Copies of taxation returns, ASIC and other relevant materials must be retained by us also for the statutory period of time, currently 5 years. We shall retain all working papers as they have been created by us for our use while providing those services to you. These working papers represent part of our permanent records.