Individual Tax Return
Returns for employees, sole traders and investors, with every deduction you are entitled to.
- Sole traders
- Capital gains
- Investment property
Our Services
Everything your tax and accounts need
From a single individual tax return to company structures and self-managed super funds — one practice, one point of contact.
Every engagement includes
- Registered Tax Agent Lodged directly with the ATO
- Clear upfront quote You know the fee before we start
- Free first appointment In person, by phone or online
Choose a Service
How we can help
Select a service to learn more, or book a free appointment and we will point you in the right direction.
Company Tax Return
Company tax returns and annual financial reports, with BAS and payroll handled together.
- Tax return
- Financial report
- BAS & payroll
Self-Managed Super Fund (SMSF)
Everything your fund needs each year to stay compliant.
- Financial report
- SMSF audit
- Annual tax return
Accounting & Bookkeeping
Clean books, payroll and on-time BAS — with fixed monthly packages.
- Bookkeeping
- Payroll
- BAS
SMSF & Wealth Planning
Setting up a super fund correctly and looking after it every year.
- SMSF setup
- Yearly services
- Wealth strategy
Company / Business Registration & ASIC
Every registration you need to start trading, done together.
- ACN, ABN & TFN
- GST registration
- Payroll registration
Business Advisory Service
Practical advice to plan tax and keep your business compliant.
- Taxation planning
- Compliance matters
- Business restructure
How It Works
Getting started is simple
From first conversation to lodgement, we keep the process clear and on time.
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1
Book a free appointment
Choose a time online or call us. Meet in Melton South, by phone or by video.
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2
Share your documents
We send a simple checklist so you know exactly what to bring.
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3
We prepare & review
Your registered tax agent prepares everything and explains the outcome.
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4
Lodged with the ATO
We lodge on your behalf and keep you on track for next year.
Got Questions?
Frequently Asked Questions
Find quick answers regarding our tax lodgements, consultations, and accounting services.
Please have available: your PAYG income statement, interest statements from banks, dividend statements, private health insurance statement, and itemised receipts for work-related deductions or motor vehicle logbooks. If you hold rental properties or cryptocurrency, please bring annual statements or transaction summaries.
We manage the entire registration process directly with ASIC. This includes name reservation, preparation of company registers and share certificates, a standard or customised company constitution, and obtaining your ACN, ABN, TFN, GST and payroll registrations.
Yes. As Registered Tax Agents, we have access to the ATO Tax Agent Portal. We can review your lodgement history across prior years, request remission of general interest charges (GIC) or failure to lodge (FTL) penalties where eligible, and negotiate payment plans.
Click “Book Free Appointment”, fill in one short form with your details, the service you need and your preferred date and time (Melbourne time). You receive a booking reference by email with a calendar file, and we contact you to confirm.
Ready to get your tax and accounts sorted?
Book a free first appointment with a Registered Tax Agent. In person at Melton South, by phone or online.