Send Me a Fee Estimate

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* 1. Contact information

Your Full Name

Company (if applicable)

Address

Address 2

Suburb

State

Postcode

Email Address

Mobile Number

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* 2. What is your occupation/industry?

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* 3. When was your last tax return lodged?

2017

2016

2015

2014

2013

2012

2011

2010

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* 4. What was your past 12 months (approximate) income/turnover?

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* 5. How would you best describe your record keeping?

I use Xero

I keep a spreadsheet

I keep paper receipts that are well organised

I throw everything into a shoebox

Other (please specify)

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* 6. Do you (and/or your partner) have any of the following structures?

Trust

Company

SMSF

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* 7. Do you (and/or your partner) have any of the following?

Investment property

Business or sole trader income (registered for GST)

Business or sole trader income (not registered for GST)

Purchases of assets that will be part of a future capital gain/loss

Sales of assets that will be part of a future capital gain/loss

No investments

Please provide a description of any items that you have ticked above.