Personal Tax Services

A professional team with a personal touch

Personal Tax Specialists

How can we help?

Staying on top of your personal tax position is a critical aspect of protecting and growing your wealth. Our team of experienced tax agents are here to help you maximize your opportunities by effectively managing your tax. With over 70 years of experience in tax and accounting, we have the knowledge and expertise to help you navigate the complex world of taxation. Our goal is to ensure that you take advantage of every opportunity to grow your wealth, while staying compliant with all tax laws.

We understand that every individual’s tax situation is unique, which is why we take the time to understand your financial goals and needs. From tax returns to tax planning, our team is here to help you every step of the way.

At our firm, we believe in building long-lasting relationships with our clients. That’s why we work closely with you to not only complete your tax returns, but also to provide ongoing tax advice and support. We are committed to helping you make informed decisions about your finances and to maximizing your opportunities for wealth creation. Our basic tax return fee starts from $275 (inc GST).

Services

Tax Returns

With over 70 years of experience in taxation and accounting, our registered Tax Agents are experts at navigating the complex landscape of tax laws and regulations. We can help you prepare your tax returns accurately and efficiently, ensuring you receive the maximum return possible.

Tax Planning

By taking the time to understand your financial situation and goals, we can provide personalized tax planning advice to help you maximize your financial opportunities. Whether it's exploring new deductions or developing a long-term tax strategy, our goal is to help you stay on top of your personal tax position.

Tax Compliance

Our team stays up-to-date on the latest regulations and laws to ensure your tax affairs are in order and you are compliant with all relevant rules.

Negative Gearing

If you're looking to invest in property, negative gearing can be a valuable strategy for maximizing your financial opportunities. Our team can help you understand the implications of negative gearing, and how it can help you reduce your tax liability and grow your wealth over time.

Sharing

Investing in shares can be a great way to grow your wealth and diversify your investments. Our team can provide expert advice on tax-effective ways to invest in shares, and help you navigate the complex tax implications of share trading.

Crypto

As the popularity of cryptocurrencies continues to grow, it's important to understand the tax implications of your investments. Our team is knowledgeable about the tax laws surrounding cryptocurrencies, and can provide advice on how to manage your crypto investments in a tax-effective manner.

Residency Issues

If you're living or working abroad, or are considering a move, it's important to understand how your residency status can impact your tax position. Our team can help you navigate the complexities of residency rules, and provide advice on how to minimize your tax liability and maximize your opportunities.

Our Tax Specialists

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Jason Driscoll

Accountant

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Melanie Cook

Accountant

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Greg Tiley

Accountant

Testimonials

FAQs

How do we price?

All our work is quoted upfront. No surprises.

Will you call me back?

We love other accountants who don’t call their clients back. Service is what sets us apart. We’ve grown our business off accountants that don’t respond to their clients calls for help.

How long do you take to get work done?

We don’t miss deadlines. We plan to ensure all our clients' returns are lodged well before ATO due dates.

Will I get a new accountant every year?

We know it’s a pain having to explain your situation to a new accountant each year. We aim to give all clients two points of contact to ensure you can always speak to an accountant familiar with your circumstances.

Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700  - Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700  - Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700
Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700  - Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700  - Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700

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