TAX
Making TAX easy for you
Let our experienced tax accountants help you prepare your tax return quickly and efficiently. Don’t waste time and effort doing it yourself and get it wrong. Don’t get caught by the ATO claiming something you shouldn’t.
Choose 1 of 3 ways to get your tax done!
We cater to what works for you, so you don’t have to stress about getting your tax done on time.
1. FLY-IN TAX: Book an appointment to visit our office and get your tax done in real time.
2. DROP-OFF DRONE: If you are time-poor, complete the online check in process to get started in your own time
3. CHECK MY TAX: Save money and reduce the risk of audit by doing your own tax return and having it checked over by a qualified accountant before you submit to the ATO.
PACK YOUR BAGS FOR DEPARTURE!
Make sure you have all of your information ready before you attend your appointment. download your checklist here.
DOWNLOAD CHECKLISTDownload these resources to fly through your appointment:
WORK-RECEIPTS
SUMMARY
If you have multiple receipts, total your receipts in this spreadsheet and bring the totals along to your appointment.
RENTAL
PROPERTIES
If you own a rental property, use this spreadsheet to summarise your income and costs, and bring it to your appointment.
CAPITAL GAINS TAX
This spreadsheet outlines the information you are required to keep for Capital Gains Tax Calculations purposes. This includes links & information if you have sold Rio Tinto employee shares.
Book your face-to-face appointment time here to Fly In for a quick tax turnaround:
FLY-IN TAX APPOINTMENT
1. Book your Fly-In Tax Appointment.
2. Prepare your documents by using the checklist and worksheets on this page.
3. Prepare for your appointment by sending us an email at [email protected] with any documents we need and the Tax Questionnaire we send before your appointment.
4. We will call you at your appointment time to finalise the return and send it through for signing electronically.
5. Once signed, and our fee has been paid we will lodge your tax return.
6. Your refund should come through in approximately 14 days (subject to ATO processing). You will receive your ATO correspondence via email from us, or via your MyGov account.
Can't make an appointment time? Check out our Drop-off Drone Express!
You don't have to go all the way to our place to get our service. We're bringing the service to you with our
9-step Drop-off Drone Express tax service.
1. Online Check-In: You fill out the form and we will get you started.
2. Document Upload: You securely upload your tax documents through our "boarding gate" portal.
3. Take Off: Our expert tax professionals conduct a thorough pre-flight review of the uploaded documents, ensuring accuracy and completeness.
4. In-Flight Processing: Our skilled tax experts "pilot" your tax return to process the information efficiently and accurately.
5. Data Verification: Before finalizing the return, we ensure all tax forms and calculations align with your provided documents and what the ATO has on file.
6. Prepare for landing: Once the tax return is ready for signing, you will be notified to review and approve the prepared return through our secure online platform.
7. Landing: Once you sign and pay, your tax return will be lodged.
8. Disembark: You will receive a Notice of Assessment, providing you with a sense of assurance that your taxes have been safely submitted.
9. Post-Flight Assistance: Our dedicated support team remains available to address any post-flight inquiries or provide further assistance as needed.
Step 1: Online check-in for Drop-Off Drone:
Provide your details and we will get you started through the process to complete your tax return ready for lodgement. Please note that this is a manual process so it may take a day or two to receive your boarding questionnaire.
WHAT IS...
CHECK MY TAX
REVIEW SERVICE?
The “Check My Tax” service is perfect for detail-oriented people who want to prepare their own taxes, save some money, and still have the assurance that they are getting the best claims and are less likely to be audited by the tax office because you have had the eye of an experienced tax agent overseeing it.
Save time and don’t waste your hours staring at your myGov screen trying to figure out if you have done it right.
We'll keep a track of your tax office documentation and email it to you and can help you decide if it doesn’t make sense.
You take all responsibility for the tax return as you lodge it yourself. This is a meeting that allows you check your work and ask questions.
We prepare hundreds of tax returns each year and know the rules that apply to your occupation as well as common income and expense claims, such as rental properties, shares, employee shares, and capital gains.
Book your "Check My Tax"
review ZOOM session here!
*Note: This service is paid in advance. If you have rental properties or shares, please choose this option to allow extra time for the appointment to cover all of your questions.
Testimonials
Judith Chapman
Just did my tax over the phone with Jodi, emailed all my documents, and shizzam 10 minutes later my tax is sorted! Thanks for the great service!
Rachel Downey
Jodi was very helpful and gave me great advice on my small business, whilst doing my tax return I highly recommend [it].
Thank you much appreciated 🙂