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Accounting, Financial & Taxation Services
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This checklist is for business operators requiring the production of Financial Statements and reconciliation of GST reporting.  

Word Checklist

PDF Checklist

This checklist is for clients with rental properties or a larger portfolio of shares.

Word Checklist

PDF Checklist

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).

Word Checklist

PDF Checklist

This checklist is for clients who earn a salary and have basic work related deductions or simple investments (i.e. a few shares).

Word Checklist

PDF Checklist

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.

Price: $120.00

Download Download

Price: $240.00

Download Download

Basic Tax Return

Advanced Tax Return

Download Download

Price: $240.00

(Min. + $120 per hour time

taken dependent)

Download Download

 This checklist is for clients requiring any of the following:

 Word Checklist                                        PDF Checklist

Download Download

 Consulting, Training & Business Activity Statements

Price: $60.00

(Bookkeeping per hour)

Price: $120.00

(Min incl. ATO  lodgment)

All pricing is a guide only, based on time required, on average, to complete the task.

Discounts are at the discretion of the Managing Partner.

Price: $240.00

(Min. + $60 per hour time

taken dependent)

Tax Return for Investors

Business Returns & SMSF Returns