Individual Tax Return Services
Managing your tax affairs can be straightforward. Whether you are an employee, an investor with property and shares or a sole trader business, we provide practical and reliable tax support tailored to your situation.
For sole traders, we offer holistic assistance that bridges the gap between personal and business tax, including BAS and GST reporting where relevant. Our focus is on ensuring you claim every legitimate deduction while planning effectively for future growth and stability.
We translate complex tax legislation into plain English, giving you the confidence that your annual returns are accurate and you don't overpay tax. From simple salary income to complex investment structures, we are here to help you get it right.
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"Richard has been amazing with helping me navigate my taxes. Between employment, contract work and self-employment, I've often found myself without answers when previously working with your big accounting names. Richard's approach is personalised and painless, with guidance on how to keep your records organised throughout the year, and always available for any queries, big or small."
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Our Individual Tax Services
We provide a comprehensive range of tax services designed to simplify your financial obligations and maximize your entitlements.
Annual Tax Returns
Preparation and lodgement of individual income tax returns
Investment Income
Advice and reporting for dividends, interest, trust distributions and foreign source income
Rental Property Schedules
Residential & commercial investment property income and deduction reporting
Sole Trader Returns
Comprehensive tax support for self-employed individuals, including business schedules and GST/BAS obligations.
Capital Gains Tax (CGT)
Calculation of CGT on shares, property, and other assets you may have sold
Tax Planning
Tailored tax plans to help you meet your specific goals and circumstances
Request Individual Tax Support
Reach out using the form below to see how we can help with your individual tax return, query or tax planning.