Self Managed Super Funds (SMSF)

45 mins · Varies

More info If you have or are considering setting up your own SMSF we can help; initial consultation is at no cost. View less

Individual Tax Return - New Client

30 mins

More info Tax Return preparation for new clients to our office at 460 Swift Street, Albury. Please ensure you have your current bank account details available and access to deductions and expenses for work. We will need your email address and mobile phone details for contact. If you do not have these details please phone our office direct on 02 60216762. View less

Individual Tax Return - Returning Client

30 mins

More info Tax Return preparation for returning clients only, in our office at 460 Swift Street, Albury. Please ensure you have your current bank account details available and access to deductions and expenses for work. If you do not have these details please phone our office direct on 02 60216762. View less

Tax Return - Individual (Under 21)

30 mins

More info Tax Return preparation and lodgement for under 21's). Please ensure you have your current bank account details available and access to deductions and expenses. If you do not have these details please phone our office direct on 02 60216762. View less

Tax Return VIA PHONE

30 mins

More info Tax Return preparation and lodgement via phone. If you use this booking preference do not come to the office; we will phone you at the scheduled time. Please ensure you have your current bank account details available and access to deductions and expenses for work. We will need your email address and mobile phone details for contact. Your tax return will be sent via E-Signing to you so that you can review, approve and return for lodging. View less

ZOOM/Teams Tax & Meetings

40 mins

More info Tax Return preparation and lodgement or other remote appointments via Zoom or Teams so that you do not have to attend the office. If you use this booking preference do not come to the office; we will email you the Zoom or Teams link on the day of your appointment! We will need your email address and mobile phone details for contact. If you do not have these details please phone our office direct on 02 60216762. If the appointment is for your tax return, it will be sent via E-Signing to you so that you can review, approve and return for lodging. View less

Tax Return - Couple

1 hour

More info Tax Return preparation and lodgement in our office at 460 Swift Street, Albury. Please ensure you have your current bank account details available and access to deductions and expenses for work. We will need your email address and mobile phone details for contact. If you do not have these details please phone our office direct on 02 60216762. View less

Tax Return Couple Via PHONE

1 hour

More info Tax Return preparation and lodgement for a couple will be via PHONE so that you do not have to attend the office. If you use this booking preference do not come to the office; we will phone you at the scheduled time. Please have all of your usual information ready and if you are a new client please complete and return the Client Engagement form before your appointment so that we are prepared for your interview. Your tax return will be sent via E-Signing to you so that you can review, approve and return for lodging. View less

Tax Return - Defence

30 mins

More info Tax Return preparation and lodgement in our office at 460 Swift Street, Albury. Please ensure you have your current bank account details available and access to deductions and expenses for work. We will need your email address and mobile phone details for contact. If you do not have these details please phone our office direct on 02 60216762. PLEASE REMEMBER - you will no longer receive a Payment Summary so ensure that your Employer has finalised your income through STP before booking your appointment. Defence Force Members aged over 21 receive a $20 discount off our standard fee! View less

Tax Return - Defence - Via Phone

30 mins

More info Defence Force personnel with straightforward tax affairs are entitled to a flat fee of $135 per person per year for their tax return . Rental properties, trusts and more complicated details are not included in this fee - a discount of $20 from the standard fee for more complex returns is applicable) This is for pay on the day rates only. There is an additional charge of $25 to have your fee withheld from your refund. PLEASE REMEMBER - you will no longer receive a Payment Summary so ensure that your Employer has finalised your income through STP before booking your appointment. View less

Tax Return - Investor/Business Single

45 mins

More info Tax Return preparation and lodgement via PHONE so that you do not have to attend the office due to "the virus". If you use this booking preference do not come to the office; we will phone you at the scheduled time ; please ensure you have your current bank account details available and access to deductions and expenses for work. We will need your email address and mobile phone details for contact. If you do not have these details please phone our office direct on 02 60216762. Your tax return will be sent via E-Signing OR PDF to you so that you can review, approve and return for lodging. PLEASE REMEMBER - you will no longer receive a Payment Summary so ensure that your Employer has finalised your income through STP before booking your appointment. View less

Companies, Trusts & Partnerships

45 mins

More info This appointment slot involves an initial consultation for the preparation of tax returns & financials accounts for Companies & trusts. Further appointments may be required View less

Small Business Start Up

30 mins

More info We offer a 1/2 hour small business start up consultation offering the best advice on starting your business - from registering for GST to setting up your bookkeeping. Charges do apply for on-going consultations View less

BAS/ GST Preparation & Lodgment

45 mins

More info Preparation, assistance and or lodgement of your BAS or Instalment Activity Statement View less

Bookkeeping

30 mins

More info Bookkeeping consultations can be arranged for using your own hardware/ software or for explaining GST and the basics of setting up your accounts View less

Business Consultation

45 mins

More info Business review View less

Other appointment

30 mins

More info We can schedule 1/2 hour appointments with tax accountants and consultants to discuss your tax, BAS and accounting needs. Please leave a note on your appointment booking outlining the details of your enquiry View less

Companies, Trusts & Partnerships - Returning Clients Only

45 mins

More info This appointment slot involves an initial consultation for the preparation of tax returns & financials accounts for Companies & trusts. Further appointments may be required View less