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Tax Returns

OVERVIEW OF OUR SERVICES

We prepare & Lodge Tax Returns for Individuals, Partnerships, Companies and trusts, whether in Business or not.

We can prepare for Lodgement your Income Tax Return using traditional Street-Based Accountant Office Meeting

Or now we can use our specially created Online Webinar Meeting software to meet online so as to conduct the same Traditional Accountant office meeting experience & results

When you contact me via Telephone on 03 9563 9370 or Email me on: psheppa2@bigpond.net.au to arrange the meeting, please indicate which option suits.

Before the meeting

Please send me in an email as a PDF or similar attachment details of what you wish to claim and any other relevant tax information, including past returns if you are a new client.

At the meeting

If a street based office meeting pls bring any other information you could not send via email.

During the Meeting I will provide various pieces of advice on different areas of your tax affairs as you present them to me, where relevant, to help you maximize your tax results.

PRE-LODGEMENT FINALISATION 

Before finalising for lodging, we will have had either an online, telephone or in office meeting, whichever best suits to clear up any queries if me or you so the return can be lodged with the tax results best it can achieve for your situation.

LODGEMENT PROCESS

The lodgement version of  Tax return will be sent to you for signature  & Authorisation to lodge electronically with the ATO