Individual Tax Return Accountant in Melbourne

Tax returns done properly, not rushed

Your annual tax return is more than a form. It is the one time each year that your income, deductions, investments and offsets are brought together and reported to the ATO. Getting it right means claiming what you are entitled to and avoiding problems later. Our accountants prepare individual returns for clients across Melbourne's west and the CBD, from our offices in Truganina and on Lonsdale Street.

Who we prepare returns for

• Employees and contractors with work-related expenses
• Rental property owners, including depreciation and loan interest
• Share and crypto investors with capital gains or losses
• Sole traders reporting business income in their individual return
• People with overseas income, prior-year returns or ATO correspondence to sort out

How the process works

1. Book an appointment at Truganina, Melbourne CBD or online.
2. Bring your income statement, bank interest, dividend and rental statements, receipts and private health statement.
3. Review — we go through your income and deductions with you and ask the questions that matter.
4. Lodge — once you have approved the return, we lodge it with the ATO as your tax agent.

Deductions we review with you

Every person's situation is different, so we look at the deductions that apply to your work and investments — such as work-related car and travel costs, home office expenses, tools and equipment, self-education, union fees, donations, income protection premiums and investment property costs. We will explain what records you need so you are prepared if the ATO ever asks.

This page contains general information only and does not take into account your personal circumstances. Speak with us for advice specific to you.