Individual Tax Returns
Your tax return, handled properly, whether it's a simple salary-and-wages return or something with a few more moving parts. Based in Apollo Bay, working with clients across the Great Ocean Road and right around Australia by phone, email and video.
What's included
A full review of your income and deductions, a return prepared and lodged as your registered tax agent, and a plain-English explanation of anything that affects what you get back. Not just a number at the end.
We handle returns across the full range of complexity:
- Standard salary-and-wages returns
- Rental property income and deductions
- Capital gains — shares, crypto, and investment property
- Cryptocurrency trading and disposals
- Side income alongside employment (side businesses, gig work, freelancing)
- Multiple income sources and prior-year catch-up returns
What to bring
A little preparation makes the appointment faster and the return more accurate. Handy things to have ready:
- Your income statement (usually pre-filled from the ATO, but good to check)
- Bank interest and dividend statements
- Records for any rental property, shares, or crypto activity
- Receipts or records for work-related deductions
- Private health insurance details
- Last year's tax return, if you're a new client
Don't stress if you don't have everything — bring what you've got and we'll work out what's missing together.
Pricing
Your first consultation, 30 minutes, by phone, video or in person, is free, so you can talk through your situation before anything's confirmed. A fixed base fee covers a standard individual return. Where a return is more involved, a rental property, crypto trading, or a side business alongside employment, for example, an add-on applies to reflect the extra work. There's no surprise invoice: you'll know what applies to your situation before anything is lodged, and a personalised quote is confirmed at your consultation.
Common Questions
Can you help even though I'm not in Apollo Bay?
Yes, most of what we do can happen entirely by phone, email and video. Plenty of clients are lodged every year without ever visiting in person.
What if I've missed a previous year's return?
That's more common than you'd think, and very fixable. Bring what records you have and we'll work through catching it up.
Do you handle work-from-home deductions?
Yes, and it's worth getting right, since the rules have changed a few times in recent years. [See our working-from-home deductions guide]
Ready when you are
Or contact me via email or phone below: