Individual Tax Payer or Investor Services

We provide a comprehensive range of Accounting and Personal Tax services to all Individual taxpayers and clients who are investors in areas such as Shares, Property, Managed Funds and Rental properties. With our office location in Beaumaris we are centrally located to clients in Bayside Melbourne, Cheltenham and Moorabbin.

Our aim is to ensure your taxation return is prepared with the minimum of fuss and most of all, correctly with the current laws.

This is achieved by;

        • Meeting with you to go over your circumstances
        • If you prefer, you are able to email or mail your information
        • Either way we will contact you to go over your personal circumstances
        • Attending to Capital Gains Tax issues as required
        • Providing you with advice on how to improve your record keeping
        • Providing advice to you surrounding all your taxation and finance needs
        • If required, referrals to our financial planner, finance brokers and lawyers
        • Attending to negative gearing deductions for Properties, Shares and Managed Funds
        • Reviewing tax deductions that may be available for you to ensure your claims are maximized
        • Providing you with a monthly emailed newsletter to help keep you abreast of important taxation and business changes
        • Reviewing your income in line with the Taxation Office portal reports, including checking of interest, dividends and managed funds
        • Attending to obtaining Quantity Surveyor reports if needed to maximize your Special Building Write Off taxation claims on your rental property

Call us now on 9589 4599 to make an appointment to discuss how we can help you.