Tax Planning Individual

Tax Laws are a minefield & change every year. Without professional assistance how do you really know all the deductions available to you?

We are University qualified CPA Accountants with extensive expertise & ongoing tax training. Our comprehensive tax return checklists ensure that every dollar in deductions you are entitled to will be uncovered; maximising your tax refund every year!

We offer guidance and aim to give you knowledge on how the tax laws apply to your situation. Armed with this information, you will be prepared for the coming financial year united with minimised tax obligations and advice on potential negative gearing strategies.

Our dedicated team are client focused & aim to provide you with a personal touch from the moment you enter our beautifully renovated 1880’s Terrace, centrally located on Elder Street, Lambton.

During your tax return meeting, we will offer a free financial health check designed to identify other areas of your financial life that you may need assistance with, such as your home loan, personal insurance and investments. These areas can sometimes be left in the ‘too hard basket’ that can, unfortunately, cost you hundreds or even thousands of dollars by missing out on more cost-effective options. Instead of DIY & ‘hoping you got it right’, make the ‘choice’ to relax with a coffee in our warm & friendly office whilst we go to work on maximising your refund! Our fees are tax deductible so why not?

Audey N - April 2020

Audrey is an 89 year old lady who has recently made the move to a retirement village. Prior to acceptance, she was required to have all her taxation obligations up to date. When we were approached to do her work, Audrey had not lodged a tax return for the past five years, and therefore she required us to complete five years worth of tax returns.

Do you have any questions? We offer a free no obligation consultation.