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Frequently Asked Questions

  • Our individual tax returns start from $209. Pricing varies depending on the complexity of your return, including factors such as investment income, business schedules, and capital gains events.

  • Yes, in most cases. If you don’t have physical copies, please ensure your receipts are accessible on your phone or device, such as emailed copies or saved photos, with the date and description clearly visible.

  • To ensure a smooth appointment, we recommend gathering all work-related expense receipts, your private health insurance statement (end of financial year), and details of interest earned across all bank accounts.

    You should also ensure any relevant superannuation contribution paperwork has been completed and submitted where applicable.

  • Maximising your refund comes down to ensuring all eligible work-related expenses are accurately claimed.

    These must be directly linked to your income-earning activities and may include items such as phone usage, professional development and CPD training, income protection insurance, and work-related travel expenses.

  • We recommend booking an initial consultation before setting up any entity structure. In many cases, a full company setup may not be necessary at the beginning, and starting as a sole trader with an ABN may be a more suitable and cost-effective option depending on your circumstances.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.

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