Individual Tax Returns

Here at O'Bryan & O'Donnell we specialise in helping business owners and farmers. However, we also assist individuals with the preparation of their personal income tax returns and provide them with financial planning services. We help our individual clients legally minimise their income tax liability and implement tax effective strategies like negative gearing to help them grow their personal wealth.

We recognise the importance of personal income tax returns and a significant number of our business clients started out as simple salary and wage 'I' Returns. Many of these individuals started or purchased a business, became investors, share traders, established a self managed super fund or purchased a negatively geared property.

Our individual clients now include, but are not limited to a range of professions including:

  • Airline Staff
  • Architects
  • Artists
  • Carpenters
  • Police Officers
  • Nurses
  • Waitresses
  • Taxi Drivers
  • Dentists
  • Chefs
  • Hairdressers
  • Mechanics
  • Doctors - GP's
  • Electricians
  • Tradesmen
  • Construction Workers
  • Physiotherapists
  • Pilots
  • Truck Drivers
  • Executives
  • Sales Representatives
  • Apprentices
  • Fire Brigade Members
  • Plumbers
  • Medical Specialists
  • Pharmacists
  • Osteopaths
  • Ambulance Officers
  • Couriers
  • Real Estate Sales
  • Engineers

For your convenience we offer you a number of ways to complete your personal income tax return including:

FACE TO FACE MEETING

This is our favourite option because we enjoy meeting with our clients and it often leads to discussions about tax planning opportunities. Part of our client brief includes asset protection and wealth creation which is really best suited to a face to face meeting. Call or email us today and schedule your personal appointment with one of our tax specialists. If you’re not sure what to bring on the day, download our checklist for individual tax returns from the useful links and forms section of our website. It also contains checklists for rental properties, share traders and investors. In most cases, your return is complete before you leave the office and we electronically lodge that day, so you get your refund as soon as possible.

E MAIL

If you prefer to do the whole thing electronically we can accommodate you by email. Simply scan your PAYG Payment Summaries and other related documentation and email them to us. We will contact you with any questions and email you the outcome. We can then deliver your completed tax return as a PDF. Please note, we don’t recommend this option for new clients who might have some unusual issues to discuss.

TAX-by FAX

If your schedule is too busy for a sit down meeting you might consider our fax service. Contact the office to establish what documentation we need and spend 5 minutes on the phone to answer a few questions and update our database. We'll prepare your return and send it to you promptly for signing and lodgement. Again, we don’t recommend this option for new clients.

SNAIL MAIL

Maybe you've moved house or don’t have access to the technology so we still process returns by mail. Call the office to find out what documentation we require and give us 5 minutes to go through a few questions and update our database. Download our checklist for individual tax returns if you’re not sure what to send us.

If you have any queries in relation to our service options contact us today and you can download our individual tax return checklist from here.

Helping Your Farm, Business or Trade Succeed

Starter Package

Starter package focuses on meeting your compliance obligations but also includes annual tax planning

Annual Financials & Business Tax Return
Individual Tax Returns for Business Owners
Business Activity Statements
WorkCover Annual Certification
Fringe Benefits Tax Compliance
Annual Tax Planning
Quarterly Accelerator Business Magazine
 
Growing Package

Includes some great consulting inclusions to provide direction and guidance to help you grow your business revenue and profit.

The Starter Package Plus:
Annual Business Strategy Meeting
12 Month Cashflow Forecast
Monitoring of your KPIs and Industry Benchmarks
Phone and Email Support
Annual Membership to The Business Growth System
Tax Audit Cover
Half Yearly - On Track Meetings
Accelerate Package

For the ambitious business owner looking for a real competitive advantage with a focus on growing their business and their wealth.

The Accelerate package includes all the Growing Package plus:
Quarterly - On Track Meetings
Succession Planning Overview
Half Yearly Management Accounts
Business Structure & Asset Protection Review
 
 
 

If you’re looking to make your business more profitable, valuable and saleable. Contact Us to discuss our services and packages.

Either phone us on (03) 5744 3861 or complete the form below

We Respect Your Privacy