Taxation Services
for individuals
While growing up in Mentone, Kathy watched her dad prepare tax returns for clients from his kitchen table.
The care and concern that her father showed to his clients has flowed through to Kathy who is happy to assist all clients in their taxation matters.
From the individual employee tax return right through to the more complex investor, we are happy to assist with your tax needs.
For some individuals commencing their careers, we are happy to meet and discuss what you need to do in preparation for your first tax return, or to maximise your deductions in relation to your chosen role, while for those clients in retirement, we are happy to assist with liaising with the ATO so that you no longer need to lodge. For some clients, we can assist with the complex Estate taxation after they have died, hopefully assisting the family to complete the estate process in a timely manner.
Having an investment property can be a great way to save for the future and can result in some tax benefits.
We are happy to discuss and assist our clients with the tax needs of their Negative Geared Property including depreciation.
Having a diverse client base means that we have come across many different transactions including those that produce a Capital Gain, and we are happy to assist with the tax planning and consequences of these gains with you.
We are happy to work alongside your financial planner or to assist you with keeping track of your investments so that when the time comes to sell an investment, we have all the information at hand.
Our practice is happy to help all clients no matter how small, or how new you are to taxation. Remember there is never a silly question and we are happy to answer any queries you may have.
