TaxPlan Meeting - Business Clients

1 hour · Varies

More info This is a 60-minute TaxPlan and TaxFlow Forecasting Advice session with our principal accountant Nicole at our office in Byford.

The advice is to tailored to your tax planning options and will include the following:
TaxPlan Reporting:
- Review of your year to date 2021 income and tax situation
- Estimate of your taxable income for the year ended 30 June 2021
- Identifying and planning for any issues to be actioned by you before 30 June 2021

TaxFlow Tax Forecasting Advice:
- Review of your prior year payments and lodgment cycle
- Forecasting of the next 18 months tax payments
- Planning of any current amounts owed and payment arrangements in place

A detailed report will be prepared and sent to you following the meeting covering the options which have been discussed and items to be actioned by you prior to 30 June 2021. View less

TaxPlan Meeting - Individuals

1 hour · $400

More info This is a 60-minute TaxPlan Advice session with our principal accountant Nicole at our office in Byford.

The advice is to tailored to your tax planning options and will include the following:
- Review of your year to date 2021 income and tax situation
- Estimate of your taxable income for the year ended 30 June 2021
- Identifying and planning for any issues to be actioned by you before 30 June 2021

A detailed report will be prepared and sent to you following the meeting covering the options which have been discussed and recommendations for items to be actioned by you prior to 30 June 2021. View less

Individual Tax Return for 1 Person

30 mins

$165

More info This is an in-person meeting at our office in Byford for your 2021 individual tax return for one person.

Please make sure you have all your documents ready to go before your appointment so that we can complete your return in a timely manner. Our office staff will email you a checklist prior to your appointment to help out with the documents that we'll need to complete your return. We'll also email you a client form to make sure that we've got all your details up to date.

Thank you for your understanding. View less

Individual Tax Return for 2 People

1 hour

$330

More info This is an in-person meeting at our office in Byford for your 2021 individual tax return for two people. View less

Individual Tax Return with Shares and/or Rental Properties

1 hour

Varies

More info This is an in-person meeting at our office in Byford for your 2021 individual tax return for one person with shares and/or rental property/s.

Please make sure you have all your documents ready to go before your appointment so that we can complete your return in a timely manner. Our office staff will email you a checklist prior to your appointment to help out with the documents that we'll need to complete your return. We'll also email you a client form to make sure that we've got all your details up to date.

Thank you for your understanding. View less

Sole Trader (No GST) Tax Return

1 hour

$250

More info This is an in-person meeting at our office in Byford for your 2021 individual tax return for a sole trader, where the sole trader is not registered for GST.

Please make sure you have all your documents ready to go before your appointment so that we can complete your return in a timely manner. Our office staff will email you a checklist prior to your appointment to help out with the documents that we'll need to complete your return. We'll also email you a client form to make sure that we've got all your details up to date.

Thank you for your understanding. View less

Sole Trader (With GST) Tax Return

1 hour

Varies

More info This is an in-person meeting at our office in Byford for your 2021 individual tax return for a sole trader, where the sole trader is registered for GST. This includes BAS reconciliation where required. Prices start from $300 including GST.

Please make sure you have all your documents ready to go before your appointment so that we can complete your return in a timely manner. Our office staff will email you a checklist prior to your appointment to help out with the documents that we'll need to complete your return. We'll also email you a client form to make sure that we've got all your details up to date.

Thank you for your understanding. View less

Income Tax Return for a Company, Trust or Partnership

1 hour

Varies

More info This is an in-person meeting at our office in Byford for your 2020 income tax return for your company, trust, or partnership. This also includes the preparation of financial statements.

Please make sure you have all your documents ready to go before your appointment so that we can complete your return in a timely manner. Our office staff will email you a checklist prior to your appointment to help out with the documents that we'll need to complete your return. We'll also email you a client form to make sure that we've got all your details up to date.

Thank you for your understanding. View less

30 minute Consultation: In-Person with Nicole

30 mins

$110

More info This is an in-person consultation with our principal accountant Nicole at our office in Byford. View less

30 minute Consultation: Video Chat with Nicole

30 mins

$110

More info This is a consultation via video chat (Zoom) with our principal accountant Nicole. View less

Consultation: Phone Call with Nicole

15 mins

More info This is a consultation via phone call with our principal accountant Nicole at our office in Byford. Nicole will call your mobile number at the booking time. View less

Individual Tax Return via Phone Call with Nicole

30 mins

$165

More info This is a phone meeting. Nicole will call you at the time of your appointment so please make sure your phone number is entered correctly. Thank you! View less