Who this is for
Our personal tax services are primarily for income earners who want clarity and confidence that their individual tax returns will be lodged properly and in a manner that maximises the benefits to their lifestyle.
You might be in one or more of the following situations:
- Mostly clueless about tax, save for the fact that you know you must lodge a tax return, and therefore want a trusted tax professional to help you through that process
- You have a clear idea on how to do your tax return, but would like that extra confidence that you have all bases covered
- You just don’t want to have to deal with all the time consuming paperwork involved in lodging your own tax-return.
If you are looking for the peace of mind that comes with having a diligent professional guide you through your tax, and in a way that is most beneficial to your lifestyle, then this is for you.
Click here to book an initial free 15 minute consultation with us so we can understand your needs.
What you will receive
As part of the consultation, we will first deeply understand your situation from a tax perspective, and uncover all the ways that you can benefit from a tax perspective.
We then remove the excessive paperwork you have to deal with, by having you hand it over to us, so we can accurately produce and lodge your tax on your behalf. This leaves you time to focus on other things in your life!
Click here to book your free 15 minute consultation with us now (we respond within 24 hours).
Results you can expect
- Increased tax refunds (more money in your hands) due to proper tax lodgement
- Saved time on paperwork and travel thanks to remote tax lodgement options
- Decreased stress levels thanks to the certainty and confidence that your tax will be lodged correctly
How it will work
This is the step-by-step process we will take you through to have your Personal Tax lodged in a way that is accurate, and maximises the benefits to your lifestyle:
- Book an initial consultation with us so we can get an understanding of your life activities related to tax (Income, deductions, investments etc…)
- Agree and authorise us to compile and lodge your tax on your behalf
We will then work with you to help:
- Gather any related tax return items as per our tax return checklist
- Fill-in any missing gaps that may arise
- Educate you on a stream-lined approach to recording personal tax related items, so your future annual tax obligations are simplified
- Perform quality checks and pass it by you before formally submitting your tax return on your behalf
- Lodge your tax return on your behalf, within 24 hours of receiving your full information and approval.
Additional Features
- As a bonus part of the ITP policy, we will liaise and respond with the Tax Office on your behalf for any queries that may arise in the future.
- We also have the option to process your tax return remotely, which means you don’t even have to leave your home to do your tax!
Payment
Payment can be made for our services upfront, or you can have it deducted from your tax refund which we collect on your behalf.
Time-frame for lodgement
We will typically lodge your individual tax return within 24 hours of receiving your full information and approval.You can expect to receive your tax refund within 10 working days of lodgement.
Associated services and resources for Personal Tax
- Installment Activity Statements (IAS)
- Tax Return Checklist
- Tax Tips
