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      About Uschevron down

      The People You Can Count On!

      • Bookkeeping
      • Our reasonable rates will help you save money
      • Tax preparation services
      • Taxation consultants
      • We offer a personal service
      General Info

      Our mission is to help our clients minimise their tax legally and to provide value added services by thinking outside the box.

      With over 15 years experience, we are here to help you deal with all of your accounting & taxation matters. The Practice Principal, Josie Taylor is CPA qualified and has a Bachelor Degree in Accounting. She is also a Registered Tax Agent and has been in the taxation industry since 1997. As a member of CPA Australia and The Tax Practitioners Board, she has to complete 120 CPD hours per triennium.

      Personal & Business Tax Returns GST Returns Business Activity Statements / BAS Instalment Activity Statements Tax Planning & Advice Company & Trust Formation Self Managed Super Fund Formation Leasing & Investment Loans We put our clients best interest on top of our list. We keep up-to-date with the most recent tax legislations by attending tax seminars and subscribing to various tax bulletins. As a result, we are able help our clients minimise their tax as much as legally possible.

      Accounting & Financial Reporting MYOB Bookkeeping Accounting System Set-up & Training Business Analysis Business Planning Profit & Loss Reporting Cash Flow Analysis Accounting & Financial Reporting MYOB Bookkeeping Business Analysis Business Planning Profit & Loss Reporting Cash Flow Analysis If you are looking for accounting services in Richmond, we offer first-class services at reasonable rates. We are committed to saving you money and enabling small business owners to achieve the

      Financial Goal Setting Wealth Creation Retirement Planning Investing Managed Funds Personal Insurance Risk Management Superannuation Budgeting Our resident Financial Planner, Ralph Taylor, has a Masters degree in Financial Planning and has extensive experience in wealth creation, superannuation, retirement planning, risk management and various financial services.

      Accreditations
      Accreditation badgeRegistered tax agentAccreditation badgeCertified practising accountant
      Email
      Payment method
      visa, cash, mastercard
      Established
      2000
      ABN
      90 951 405 963
      Staff
      1-10
      Ownership
      Locally Owned
      Service Notes
      Available after hours & Saturdays by appointment only.
      Free Estimates
      Yes
      Other Link
      Categories
      Accountants & Auditors, Accounting Services
      Certifications
      Certified practising accountant
      Keywords
      ASAP, Accountants, Aged Pension, Bookkeeping Services, Budgeting, Business Advice, CPA, Capital Gains Tax, Cash Flow Reporting, Centrelink, Certified, Company Formation, Deduct Fee, Electronic Lodgement Service, Fast Refund, Female Accountant, Financial Planning, Financial Services, Friendly, Hawkesbury, Investment, Investment Property, Land Tax, Licensed, MYOB, Negative Gearing, Partnership, Personal Insurance, Personal Tax Return, Professional, Registered, Registered Tax Agents, Rental Property, Retirement Planning, Richmond, Risk Management, SMSF, Same Day Service, Small Business, Sole Trader, Super, Superannuation, Tax Refund, Trust, Wealth Creation, Windsor
      FAQschevron down

      Do I have to declare my Centrelink benefits (Newstart, Youth Allowance, etc.)?

      Most Centrelink benefits are taxable, except Family Tax Benefits and Exempt Payments. Taxable payments should be declared on your tax return, even if there was no tax withheld.


      Can I claim my children's education expenses?

      No, the Education Tax Refund has been replaced by the Schoolkids Bonus and is paid by Centrelink.


      My wife and I have a joint bank account. Can she include all of the interest in her tax return?

      No, the interest income must be split 50/50.


      I have a HECS/HELP debt and my income for the year was $30,000. Do I have to make a HECS/HELP repayment?

      No, you are not liable for a repayment unless your income is over the threshold of $54,869. If your employer has been withholding extra tax for HECS/HELP, you will get them all back at tax time.


      Do I have to pay tax on inheritance?

      No. You do not have to pay tax on your inheritance, unless your solicitor states that some of it is taxable. However, once you have invested your inheritance, any income earned (ie, bank interest or share dividends) is taxable.


      Are you able to prepare my tax return if I have a missing PAYG Payment Summary or Group Certificate?

      Yes, in most cases we are able to access your information via the Tax Agent Portal. You could also request a copy from your employer. If you fail to obtain a copy, you could also sign a Statutory Declaration but you have to be able estimate your wages.


      Can I have the fee deducted from my tax refund?

      Yes, we can deduct the tax preparation fee from your tax refund.


      I use my car to travel to work, can I claim my fuel costs?

      You can only claim car expenses for work-related travel. Driving from home to work and back is not deductible unless you were carrying heavy and bulky tools and there was no secured storage at work.


      Can I claim my TAFE or Uni related expenses?

      You can only claim self education expenses if there was a direct connection between your course and your current employment. If the course was undertaken in order to secure a new job, then it is not deductible.


      How long do I have to keep my tax receipts?

      You must keep your tax records for 5 years from the date of lodgement of your tax return.