Tax Return Sorted before Christmas? We've got you covered!


Hi Reader,
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The end of 2024 is coming up, and if your Christmas wish is to get your tax return sorted before the end of the year, our tax elves are ready to sleigh!

Meet Stacey, she booked in her sole trader tax return with us and had no idea that she was eligible to claim travel expenses to and from business retreats on her tax. We were able to get her owing $540 less tax in her return this year. Thats money in the bank for her upcoming holidays!

The ATO we are dealing with today is has changed compared to years past, and now more than ever, it's important to make sure you know what you are entitled to claim as a deduction in your return and will make sure you get the max tax return back. We do all the hard work for you - keeping up with the tax changes, and making sure no deduction is left unclaimed!πŸ’ΈπŸ’Έ

We would love to get the tax party started with you, and there are two ways you can book in with us!​

>> Dive into our Prepaid Individual Tax Return, starting at $229 incl GST.

>> Want to be the boss of your cash flow? Split the cost of your tax return into two easy fortnightly payments! (Just check that option on our booking form).

We take the time to answer your questions.

Our team not only cares about saving you money on tax, we care about making sure you have confidence you are not missing anything. We take the time to answer your questions, and to make the tax return process easy.πŸ’°πŸ’°πŸ’°

When you book your tax return with us, you are offered a phone or video call (your choice!) with Sarah in our Client Care team who will make sure you have submitted all the documents and info we need to start your return.

Then our Tax Accountants get to werrrk making sure all your Sales and Business Tax Deductions are claimed in your return - so you have peace of mind that your return is done correctly AND you never overpay tax!

For us, it's not enough to just get your tax done right - when we send your tax return to you, we invite you to book in with Marilyn, our Tax Manager, who can answer any tax related questions you have.

We offer Caring and Expert help and support each step of the way. Because who actually likes struggling to prepare their own tax return on their own?! Nobody, that's who. haha!

Afraid you might owe the ATO tax in this year's return?

Let's work out an action plan together!

πŸ‘‰The tax return deadline is 15 May 2025 when you are working with a tax agent like us.

Book in your return, and we can prepare it so you will have peace of mind knowing the amount of tax you need to save. Then we can check in closer to the May 15th due date and see when you are ready for us to lodge it for you. This gives you 6 months to put a plan in place to save the money.

We Support our Clients with More than Tax Returns

Accessible Tax Services

We understand that sometimes funds aren't as flexible, but you still want quality and proactive accountants on your tax team. If this is you, then our Accessible Services may be an option for you. We review each application individually and do what we can to meet you where you are at.

Accountant Video Answers - From $19 Incl GST

Don't have time for a meeting? Our popular Video Answer service has expanded - with options now starting from $19 Incl GST. Get your Xero and Tax questions answered by expert accountants within 3 business days.

15 May 2025 – 30 June 2024 Tax Return Deadline

30 May 2025 – Last Day to Lodge before HECS debt indexation

30 June 2025 – Last Day to Lodge without forfeiting Family Tax Benefits

Got questions? Please reach out, we're all ears and ready to take the stress out of tax for you! πŸ’™
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Relax, it's Balance Tax

P.S. If you unsubscribe, we will take that as notification you have moved to another accountant, and we will exit you from our client list. Please let us know if that is not the case and you still want to hear from us!

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PO Box 576 Balcatta WA 6914 Australia

Diana Todd

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