How it works
Checklist and the Secure Portal.
In July you will receive our tax checklist. Fill this in so we know what you have done throughout the financial year. Once you have completed the checklist start uploading your documents into the secure portal. For existing clients you can upload your documents to the secure portal throughout the year.
We complete your return with the best possible outcome.
Once we have received your documents we start working on your return. If we require additional information we will request it via the secure portal and notify you via text or email. When the return has been completed you will be provided a copy to review the return and let us know if any changes are required. Once complete, you pay your invoice and then we lodge your return.
Do you need to speak to someone before you do your return?
Experience expert help in office or online. You decide.
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Let us jhelp you get a great result with your deductions so you pay the right amount of tax and hopefully a refund will follow.
Answer a few simple questions & understand which tax service is right for you, get a personalised checklist as well as news and offers relevant to you.