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Individual tax returns

Every dollar you're entitled to, claimed and substantiated. Ours are prepared by a registered tax agent who actually reads the file — not run through a template by whoever picked it up that morning.
In person
Windsor office
By phone
Booked appointment
Online
Start to finish
By email
Send your documents
What we handle/ 01

More than a wage summary

If your return has anything in it beyond a payslip, this is where most people quietly lose money — or attract an audit.

Salary & wage returns

Prepared and lodged by a registered tax agent, with every legitimate deduction claimed and substantiated.

Rental properties

Depreciation schedules, interest apportionment and capital works — handled so the ATO has nothing to query.

Capital gains

Shares, crypto, property. We calculate the position, apply the concessions and plan the timing where we still can.

Sole trader & ABN income

Side hustle, subcontracting or second income — reconciled, reported and structured for what comes next.

Late & multi-year returns

Behind by a few years? We'll bring the lot up to date and negotiate remission of penalties where grounds exist.

Amendments & ATO disputes

Something lodged wrong, or a review letter landed. We deal with the ATO on your behalf.

Four ways to do it/ 02

Book an appointment, or send it in

Come in and we'll do it on the spot, talk it through on the phone, work through it online, or simply email your documents across. All four end the same way — lodged by a registered agent.

In our Windsor office

Bring your paperwork in and we'll prepare and lodge it while you're here. Most appointments are done inside the hour.

Book an appointment

Over the phone

Send the documents through beforehand and we'll go through the return with you on a call, then lodge it once you're happy.

Book a phone appointment

Entirely online

Upload what you have, we'll come back with questions, and you approve and sign electronically. No appointment needed.

Start online

Submit by email

Prefer to just send it? Email your documents across and we'll take it from there, and come back to you if anything's missing.

Email your documents

Booked appointments are usually prepared and lodged on the spot.

Before you come in/ 03

What to bring

Don't worry about having it perfect. Bring what you have and we'll tell you what's missing.
  1. Income

    PAYG summaries pull through from the ATO — we'll check them. Bring anything that isn't wages: interest, dividends, rent, crypto, side income.

  2. Deductions

    Tools, protective gear, licences, union fees, vehicle logbook, home office, self-education, phone and internet split.

  3. Property

    Agent's annual statement, loan interest, rates, strata, insurance, repairs, and any depreciation schedule you've had prepared.

  4. Capital events

    Contract dates and amounts for anything sold — property, shares, crypto — plus what you originally paid and any costs along the way.

  5. Everything else

    Private health statement, spouse income, HECS/HELP balance, and any letters the ATO has sent you.

[ 04 ] Behind?

Years behind is fixable

Two returns behind or ten — we've seen worse and sorted it. We bring everything up to date, deal with the ATO on your behalf, and where there are grounds we apply to have failure-to-lodge penalties and interest remitted. Then it never happens again.

Individuals

Get your return done properly

  • Prepared and lodged in the appointment
  • Registered tax agent, every return
  • Fee quoted before we start

Pick a time in the diary and we'll prepare and lodge it while you're with us — in the office or over the phone. Or send your documents in and we'll take it from there.