This checklist is for business operators requiring the production of Financial Statements
and reconciliation of GST reporting.
This checklist is for clients with rental properties or a larger portfolio of shares.
This checklist is for clients who operate a small business from home and require
a simple profit and loss statement (i.e. hairdresser, masseuse or cleaning contractor).
This checklist is for clients who earn a salary and have basic work related deductions
or simple investments (i.e. a few shares).
This page contains a list of our services with a corresponding downloadable checklist
to help you in collating the necessary documentation to allow us to be of service.
Basic Tax Return
Advanced Tax Return
(Min. + $120 per hour time
This checklist is for clients requiring any of the following:
Word Checklist PDF Checklist
Consulting, Training & Business Activity Statements
(Bookkeeping per hour)
(Min incl. ATO lodgment)
All pricing is a guide only, based on time required, on average, to complete the
Discounts are at the discretion of the Managing Partner.
(Min. + $60 per hour time
Tax Return for Investors
Business Returns & SMSF Returns