"WE LISTEN & DELIVER"
Accounting and Taxation Services
Sarina & Mackay Qld

Individual Tax & Advice

We are specialists in taxation and are up to speed with all the latest tax changes, deductions and offsets available.

We do individual tax returns for salary & wage earners, investors and retirees.

We offer a highly efficient and thorough individual tax service, to ensure your work is completed quickly and that you get the best result available – every time.

Often we prepare tax returns during the consultation which enables same day lodgement. We do this by giving clients checklists to ensure we have everything we need and provide our clients the opportunity to summarise large amounts of documents. We run through this together & discuss aspects that might need further clarification to determine the appropriate taxation treatment.

We also provide advisory services to individuals. If you are thinking about any of the following, we welcome you to come and have a discussion to get advice on:

  • Personal tax planning
  • Rental properties (negative gearing)
  • Investment portfolios & gearing
  • Selling an asset that has been income producing
  • Personal contributions to super

We understand that there are a variety of reasons why individuals are behind in their tax lodgements. We can do multiple years of tax returns in one go, easing your mind & bringing you up to date.