Individual Tax Return Fee Estimate

Select the services that apply to your situation. The estimate is indicative only — final fees will be confirmed in our Discovery meeting. All amounts are inclusive of GST.

Individual Tax Return

Employment income

Number of employers / payment summaries

Australian investment property

Number of properties held

Foreign investment property

Number of properties held

Investment income

How many listed companies do you receive dividends from?

How many bank accounts do you receive interest from?

Contractor / ABN income

Record keeping ? ● Well Organised
Records are reconciled, categorised, and complete. Minimal bookkeeping adjustments required.
e.g. bank accounts reconciled; GST assigned; records up to date.

● Moderate
Generally in good order but some review or reconciliation needed.
e.g. some uncategorised transactions; minor reconciliation differences.

● Messy
Substantial clean-up or reconstruction required before work can commence.
e.g. large backlogs; incomplete records; multiple platforms; significant discrepancies.

Annual turnover ($)

Turnover above $300,000 — please contact us for tailored pricing.

Capital gains tax (CGT)

Number of properties sold

Number of investment parcels sold (shares, ETFs, managed funds, crypto etc.)

Number of businesses sold

Medicare exemption certificate

Number of persons / years

BAS Lodgement (Add-on)

Add BAS lodgement service

Lodgement frequency

Avg. monthly transactions

Fee Estimate — Inc. GST

Select services to estimate

Estimated range · inc. GST

Calculating…

Contractor / ABN income not included above — contact us for tailored pricing on turnover above $300,000.

Range reflects complexity and time involved. Final fee range will be confirmed in our Discovery meeting.

Book a Discovery Meeting