You don’t need to visit us, there’s no ‘annual trip’ to your accountant required.

We can do it all by zoom, or phone call, and it’s the same service you’d receive if we were sitting in the same room.

We established the process well before social distancing was required,
to help our
clients in the Defence Force submit their tax returns with as little fuss as possible.

Tax Return Online Service

We’ve refined the service to a fine art, streamlined the interaction while maintaining privacy, professionalism and information security.
Even signatures can be facilitated online, so there’s no need for paperwork at all.

TAX RETURN ONLINE PROCESS

1

Fill in this form

2

Arrange

Contact us to arrange a meeting,
and we’ll send you a list of documents we’ll need.

3

Information

Once we receive all the relevant details,
we’ll work through most of it in advance.

4

Meeting

For new clients we’ll meet on zoom, or the phone, and focus on the key issues.
Address anything that’s missing, and move onto finalising your tax return as quickly as possible.

1

Fill in this form

2

Arrange

Contact us to arrange a meeting,
and we’ll send you a list of documents we’ll need.

3

Information

Once we receive all the relevant details,
we’ll work through most of it in advance.

4

Meeting

For new clients we’ll meet on zoom, or the phone, and focus on the key issues.
Address anything that’s missing, and move onto finalising your tax return as quickly as possible.

There’s a set cost for the service, with additional costs for investment properties, trust receipts, sole traders & businesses.
There’s also a ‘Fee from Refund’ payment available.