Our Fee Schedule Personal Taxation

Our Accountants can conduct phone or Zoom appointments to answer any questions and provide any advice in order to ensure you are making the most of legitimate tax minimisation strategies, and ultimately finalise your Income Tax Return using electronic signatures.

Call 02 4244 4054 and let our team set you up for an online tax return experience.

  • These fees include all relevant meetings, phone calls, letter, emails etc. required to deliver your tax return.
  • We do not charge for day to day out of pocket disbursements such as printing, postage, photocopying etc.

Fees (GST Inclusive)


Simple return, salary & wages, work related deductions, simple investment income (i.e. interest, dividends, managed funds)

  • Prior year amendment
  • Pension and/or annuity income or investment income only

Rental property schedule

  • Complex and/or large volume of work related deductions
  • Capital gains calculations

Two to three rental property schedules

  • Detailed capital gains tax schedule and or multiple capital gains tax events
  • Small home based business (non GST registered) with records in good order

Four or five rental property schedules

  • Detailed capital gains tax schedule and or multiple capital gains tax events with incomplete information
  • Small home based business (non GST registered), compiled from source documents

A combination of multiple items above

By Negotiation

An unusually complex or detailed issue and/or very detailed personal return

Other services which we would happily quote for on a case by case basis include:

  • Foreign income and tax residency issues advice
  • Government benefits eligibility advice
  • - Salary packaging and fringe benefits tax (FBT) advice
  • Termination and redundancy advice
  • - PAYG withholding variations
  • Deceased estates
  • Investment property taxation advice
  • Managing ATO audits & disputes
  • Capital Gains Tax advice
  • New business setup


Get in touch!

We’re looking forward to understanding your story. Do you prefer to talk over the phone? Email? We’ll work with you, to help you build and shape your financial future

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Your Pre-Appointment Questionnaire can be completed via the below link

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