Individual Tax Returns
Personal tax returns prepared properly, with planning advice that follows.
What this service is for
Your tax return should do more than tick a box. We prepare individual returns carefully, surface the deductions you're entitled to and flag what's worth thinking about before the next year.
Built for these situations.
PAYG employees
Salary and wage earners with deductions, side income or salary packaging.
Property investors
Owners of one or many rentals, including new builds, refinances and CGT events.
Share & ETF investors
Portfolio income, dividend reinvestment, franking credits, off-market transfers and capital gains.
Crypto & foreign income
Crypto disposals, staking, foreign employment and overseas investment income.
What's included
Every engagement is scoped to your situation. Here's the typical scope of work covered under this service.
- Salary, wages and allowances
- Work-related deductions
- Rental property income & expenses
- Depreciation schedules
- Capital gains from property, shares & crypto
- Dividends, distributions and franking credits
- Foreign income and offsets
- Sole trader and side income
How we work together.
- Step 01
Send us your details
We give you a simple checklist and review what's pre-filled with the ATO.
- Step 02
We prepare & review
Gav personally reviews your return for accuracy, deductions and planning opportunities.
- Step 03
Lodge with confidence
We walk you through the result, lodge electronically and explain anything that's worth acting on.
Where this service makes the biggest difference.
First rental year
We get the cost base, depreciation and split between borrowed funds right from the start.
Sold an investment
Capital gains modelled accurately, with discount and offset opportunities reviewed.
Multiple income streams
Salary, side business, dividends and crypto all reconciled in one return.
What you can expect from us.
Registered Tax Agent
Lodged correctly the first time, with the agent extension where available.
Year-round access
Ask questions before transactions, not after.
Plain-English explanations
You'll understand what's deductible and why.
Fixed fee
Quoted up front, with no surprise invoices.
Questions clients ask.
Have something else on your mind? Book a consultation and we'll talk it through.
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Learn moreNo matter your goals, it all starts with a chat.
Pick a time that suits — a quick intro call or a longer video meeting. No pressure, no obligation.
Prefer to talk first? 0410 900 005