$75

UNDER 21

A special offer for all taxpayers who are aged under 21.

Have your individual tax return prepared and lodged by one of our experienced tax consultants for the set fee of $75 no matter how complex your tax return is.

Offer includes:

  • Prepared by an experienced tax consultant

  • Up to 30 min zoom/phone interview

  • 1 year of free tax advice 

  • Quality control - reviewed by a registered tax agent

$95

BASIC

The perfect option for taxpayers who have limited income and less than $300 of work related deductions.

Offer includes:

  • Prepared by an experienced tax consultant 

  • Up to 30 min zoom/phone interview

  • Income from salary & wages, allowances, lump sum payments, employer termination payments, Centrelink payments, interest earned, up to 10 dividends received and foreign income (excluding foreign business and rental income)

  • Deductions include motor vehicle (using cents/km method), up to $300 of work related deductions, interest and dividend deductions, donations to deductible gift recipients, the cost of managing tax affairs, foreign UPP's, superannuation deductions and income protection insurance.

  • 1 year of tax advice 

  • Quality control - reviewed by a registered tax agent

 

$125

STANDARD

The perfect option for the majority of taxpayers


Offer includes:

  • Prepared by an experienced tax consultant

  • Up to 30 min zoom/phone interview

  • All the benefits of the BASIC plan 

  • Income from partnerships, 1 trust distribution and personal services income

  • Deductions also extend to motor vehicle (either method), substantiated work related deductions and decline in value (depreciation) deductions.

  • 1 year of tax advice 

  • Quality control - reviewed by a registered tax agent

$145


STANDARD PLUS

The perfect choice for those who have more dividends or trust distributions


Offer includes:

  • Prepared by an experienced tax consultant

  • Up to 30 min zoom/phone interview

  • All the benefits of the Standard plan 

  • All dividend income and distributions from 3 trusts including managed funds (see additional fees for any additional trusts)

  • 1 year of tax advice 

  • Quality control - reviewed by a registered tax agent

 

$195

STANDARD RENTAL

The perfect choice for the majority of taxpayers who also have one investment property.

Offer includes:

  • Prepared by an experienced tax consultant

  • Up to 30 min zoom/phone interview

  • All the benefits of the STANDARD PLUS plan 

  • Income and expenses for one rental property

  • 1 year of tax advice 

  • Quality control - reviewed by a registered tax agent

$225

BASIC BUSINESS

The perfect option for taxpayers who also have a very small business.

Offer includes:

  • Prepared by an experienced tax consultant

  • Up to 30 min zoom/phone interview

  • All the benefits of the STANDARD PLUS plan 

  • Income and expenses for the business

  • An industry benchmark comparison report where available

  • 1 year of tax advice 

  • Quality control - reviewed by a registered tax agent

 

$125

BASIC BAS

Perfect assistance in the preparation and lodgement of Business Activity Statements.

Offer includes:

  • Prepared by an experienced tax consultant

  • Fee applies to BAS that can be prepared within 1 hour (additional fees apply for more complex BAS)

  • 1 year tax advice 

 

Additional Fees

$50

Mobile Service

A mobile service is available for those who live in the greater Hobart area and who would prefer to meet at their home or a public venue, such as their favourite coffee shop.

$15

Any additional managed fund or trust distributions

Trust Income

$30 +

Capital Gain/Loss
(Shares)

So you've sold up to 3 parcels of shares or disposed of your units in a managed fund (trust)?  Where the required information is readily accessible, Trevor and the rest of the team can provide the assistance needed to see that the Capital Gain/Loss is recorded on your tax return.
Add an additional fee of $10 for each additional parcel of shares disposed of or sold.

$95

Capital Gain/Loss
(Property)

So you've sold your rental property or other investment real estate?  Where the required information is readily accessible, Trevor and the rest of the team can provide the assistance needed to see that the Capital Gain/Loss is recorded on your tax return.

$150

Capital Gain/Loss
(Business)

So you've sold your business?  There may be capital gains concessions that can apply to this event.  Where the required information is readily accessible, Trevor and the rest of the team can provide the assistance needed to see that the Capital Gain/Loss is recorded on your tax return.

$75

Rental Property
(Additional)

So you own more than one investment property that is earning rental income?  Where the required information is readily accessible, Trevor and the rest of the team can provide the assistance needed to see that your additional rental income and expenses are included on your tax return.

$200

Trevor and the rest of the team can provide the assistance needed to record the information in your tax return.

Foreign Business or Rental Income

$108/Hr

Extended Tax Preparation or Bookkeeping Services

For any extended periods of time required to prepare a tax return (e.g. sorting through receipts and/or bank statements) or for additional bookkeeping services, $9 for every additional 5 minutes will also be charged to the price.

A full quotation is available upon request.