Ready to simplify your tax affairsWith the kind of service that we'd want for ourselves Make an appointment
A friendly accountant that works with you
We work with you to understand how to make your tax affairs simpler, and provide you with proactive suggestions on how to improve your situation.
Simple and convenient
We know that tax can be a headache for most people, so we offer flexible appointment times and unique online consultations.
The right advice
Helpful advice shouldn't be an afterthought. That's why we proactively provide you with suggestions to improve your financial situation.
Tax rules are our domain, not yours. We keep you informed with what you need to know, when you need to know it, in a simple and friendly way.
Personal Tax Return Checklist
An easy to follow preperation guide that has everything you need to maximise your refund in 2016.Free Download
Frequently asked questions
Where are you based?
Our office is based in the Melbourne CBD. However we also offer online appointments Australia wide at no additional cost, meaning you don’t have to leave your home or office.
What are your hours?
We are open 9:00am to 5:30pm Monday to Friday.
Late appointments are available every Monday evening, and other nights during peak time (July to October).
Saturday appointments available by appointment.
What do I need to bring?
You can download a summary checklist of what to bring in pdf format: Client Checklist – What Should I Bring
Do I have to lodge a tax return?
Most people need to lodge a tax return, but not everybody. The most common circumstances that mean you have to lodge are:
(a) you earned over $18,200,
(b) you had tax deducted from your wages or investments (even if it’s only $1) or
(c) you ran a business during the financial year, even if the business made less than $18,200.
There are other factors, too. The ATO has a helpful questionnaire you can answer online if you are unsure whether you need to lodge. Link: https://www.ato.gov.au/Individuals/Lodging-your-tax-return/Do-you-need-to-lodge-a-tax-return-/
What if I have missing documents?
We are able to track down all the information that the ATO has on file for the past 10 years. This can include PAYG Payment Summaries (formerly called Group Certificates), bank interest, share dividends, private health details. We can also advise the quickest way to get replacement copies of documents, as well as explain what deductions you can legitimately claim without receipts under current ATO rules.
What happens if I fail to lodge in time?
The fine for failing to lodge a tax return is up to $900 ($180 per month up to maximum 5 months). However their current policy is not to fine taxpayers who are due a refund. And even if you owe money the ATO can consider waiving the penalties if the late lodgment was due to adverse personal circumstances (e.g. marriage breakdown, serious illness). The ATO are more reasonable than many people think and they recognise that falling behind on tax can be due to factors outside your control.
When will I get my refund?
After lodging your tax return we’ll let you know if you’re entitled to a refund. Most refunds will be issued within 12 business days when lodged online. If you provided us with Australian bank account details then your refund will be paid directly into your account.