Individuals and Families

We understand tax advice is actually about people.  

We know that behind every tax return is a family or business placing trust in our expertise.

We want you to enjoy the more important things in life, while we plan and organise your financial and accounting needs in a way to provide you and your family with the best tax outcome.

Our “personal numbers service” is available to both individuals and families, and is like having your own personal CFO to keep you on track.

We provide you with our comprehensive consulting expertise across personal matters such as tax and estate planning, financial forecasting and investment reporting.

 

We collaborate with your solicitor, bankers, insurance and other financial professionals to provide you with comprehensive advice.

By using us to oversee the process, you can be certain that the advice you receive is objective and that the plan puts your goals within reach.

If you’re just interested in getting your individual tax return done then we offer fixed priced tax return preparation via our online service, see our pricing below.

Fee schedule for base
individual tax returns

ALL PRICES ARE EXCLUSIVE OF GST

Additions to base returns

  • Investment Property: Add $200.00 (each additional investment property $150.00)

  • Small Business Schedule: Add $275.00

  • Depreciation Schedule: Add $250.00

  • Complex Capital Gain Calculations: Add $250.00