Our services
Individual tax returns, made simple.
Get your refund sorted and your year squared away, with everything explained in plain English - no jargon, no stress.
Your tax return should not keep you up at night. We prepare and lodge individual returns for people across Mortdale and Sydney’s south, make sure you claim everything you are entitled to, and explain it all in plain English.
The benefits
What you get out of it
- Prepared and reviewed by experienced people, not a 10-minute shop
- Everything explained plainly, so you know what is happening and why
- In person at our Mortdale office, or online, whichever suits you
- Behind on a few years? No judgement, we will help you get straight with the ATO
Who it’s for
Employees, retirees, investors, sole traders and anyone who wants their personal tax done properly by someone they can talk to.
What’s included
- Preparation and lodgement of your individual tax return
- A review of your income, deductions and offsets
- Help working out what you can and cannot claim
- Advice if you have rental property, shares or other investments
- A friendly check of prior-year returns if you are catching up
Indicative pricing
From $170 + GST
More for returns with rental, shares or sole-trader income - confirmed in your free quote.
Common add-ons (a guide, confirmed in your quote)
- Capital gains (CGT) work -- from $242
- Each rental property -- from $149
- Self-education claim -- from $66
- Medicare levy refund -- from $69
- Extra deductions (over $1000, or 10+ items) -- from $28
- Fee from refund option -- from $28
These are a guide only and are confirmed in your quote.
Final price confirmed in your free, no-obligation quote — no surprises.
No surprises, ever
Whatever you see above is a starting point, not the final word. Tell us about your situation and we will give you one clear, fixed number up-front — free and with no obligation, before any work begins.
These prices are a guide. We give you a fixed quote before we start, and many ongoing and advisory engagements are billed on a time (hourly) basis -- your exact fee depends on the work involved.
Common questions
Frequently asked questions
- If you lodge your own return, the usual due date is later in the year. If you use a registered tax agent like us, you may be able to lodge later, as long as you are on our client list before the deadline. We will confirm your dates with you.
- Bring your income details (payment summaries, interest, dividends), any work-related expenses, and last year’s return if you have it. Not sure about something? Bring it anyway, or call us first.
- Yes. You can send your documents securely online and we will take it from there, or come into the Mortdale office if you prefer. The choice is yours.
Ready to get your tax return done properly?
Pop into our Mortdale office, give us a call, or book a time online. We will make it simple.
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