Tax Returns & Compliance
Tax time doesn't have to be a headache. Hand your return to a team of registered tax agents who get the details right, explain the result in plain English and pick up the phone when you call.
Book NowWhether it's your own return, your business, a trust or a super fund, we prepare and lodge it for you and make sure it matches your records. Our team includes registered tax agents, Tax Institute members and CPA-qualified accountants, serving individuals and businesses across Canberra and the ACT.
Individual Tax Returns
Good fit if
You earn a salary or wages, have investments or a rental property, or want to be sure you’ve claimed everything you’re entitled to.
A tax return should be simple and still get the details right. Salary, interest, dividends, rental income, work-related expenses, capital gains: we go through it all with you and make sure nothing is missed, and nothing is claimed that shouldn’t be.
We prepare and lodge your return, explain the result in plain English, and tell you what to keep for next year so it’s easier next time.
☑️ Salary, investment and rental income
☑️ Deductions and offsets claimed correctly
☑️ Return lodged and result explained
Sole Trader Tax Returns
Good fit if
you run a business under your own name and want your income, expenses and tax set out properly.
As a sole trader, your business income goes on your personal tax return, so the business figures and your own tax need to line up.
We prepare your business income and expenses, work out your tax, and help you set aside the right amount through the year, including PAYG instalments where they apply, so there’s no shock at tax time.
☑️ Business income and expenses prepared
☑️ Tax worked out and explained, with no surprises
☑️ Help setting money aside through the year
Partnership Tax Returns
Good fit if
you run a business with one or more partners and need the partnership and each partner’s tax sorted.
A partnership lodges its own return, but it doesn’t pay the tax itself. The profit is shared between the partners, and each partner includes their share in their own return.
We prepare the partnership return, work out each partner’s share, and make sure those figures flow through to each partner’s individual return, so everything matches.
☑️ Partnership return prepared and lodged
☑️ each partner’s share worked out
☑️ Partners’ individual returns lined up
Company Tax Returns
Good fit if
you operate through a company and want the return, the accounts and the tax to line up.
A company pays tax in its own right, and its return needs to tie back to the company’s financial statements. Franking credits and loans between you and the company all come into it.
We prepare and lodge the return, keep track of your franking account, and flag anything that needs attention before it becomes a problem.
☑️ Company return prepared and lodged
☑️ Franking account tracking
☑️ Director and shareholder loans checked
Trust Tax Returns
Good fit if
you have a family or business trust and need the return and the distributions handled correctly.
A trust doesn’t usually pay tax itself. The income is distributed to beneficiaries, who pay tax on their share, so the paperwork has to be right before the end of the financial year, including the trustee’s decisions about who receives what.
We prepare the trust return, help with the distribution minutes, and make sure each beneficiary’s share ends up in their own return.
☑️ Trust return prepared and lodged
☑️ Distribution minutes prepared
☑️ Beneficiaries’ returns lined up
SMSF Annual Returns
Good fit if
you run a self-managed super fund and need the annual return lodged.
Every SMSF has to lodge an annual return with the ATO, and it needs to line up with the fund’s accounts and its audit.
We administer the fund and lodge the return for you. You can read more about how we look after SMSFs on our Self-Managed Super Funds page.
☑️ Annual SMSF return prepared and lodged
☑️ Lined up with the fund’s accounts and audit
☑️ Any tax payable flagged early
Non-Lodgment Advice
Good fit if
the ATO has sent you a reminder for a return you don’t think you need to lodge, or you have past returns still outstanding.
Not everyone has to lodge a tax return every year. If your income was below the threshold, or you weren’t required to lodge, we can confirm that and let the ATO know, so you’re not chased for a return you don’t owe.
And if it turns out you do have returns outstanding, we’ll tell you where you stand, help you catch up and deal with the ATO on your behalf.
☑️ Whether you need to lodge answered clearly
☑️ The ATO told when no return is needed
☑️ Overdue returns brought up to date
How It Works
You send us your details
We prepare your return
We lodge and follow up
Send us your documents, or tell us what you have. We'll tell you what else we need.
We prepare it, check it against your records and talk you through the result before anything is lodged.
We lodge with the ATO, deal with any follow-up questions and tell you what to expect, with a quote before any work starts.
Questions We Hear A Lot
What do I need to bring for my tax return?
Your income details, bank interest and dividend information, receipts for work-related expenses, and details of any investment property or shares you sold. Not sure what applies to you? Send us what you have and we'll tell you what's missing.
Do I need to lodge a tax return?
Not always. It depends on your income and whether tax was withheld. If you're not required to lodge, we can let the ATO know with a non-lodgement advice, so you're not chased for a return.
What if I'm behind on my tax returns?
It's more common than you'd think, and it can be fixed. We'll find out where you stand with the ATO, prepare the returns you're missing and deal with the ATO for you. The sooner you start, the better.
Let's Get Your Tax Sorted
Tell us what you need lodged and we'll tell you honestly how we can help.