For individuals
Personal tax returns
Your yearly tax return. Bring your paperwork and we will take you through it.
Your tax, sorted in Beaumaris.
Tax returns and accounts for people and small businesses. Book online in three quick steps, or call us.
Hours
Monday to Friday, 9 am to 5 pm
Closed on weekends
What we help with
Tax and accounts for people and small businesses in Beaumaris.
Book a consultationFor business owners
Business tax and accounts
Tax returns and accounts for small businesses. Book a time to talk it through.
Not sure yet
A question about your tax
A letter from the ATO, a new job, a side business. Book a consultation and ask us.
Book a consultation.
Three quick steps.
- Meet at our office, or talk by phone
- We call you to confirm the time
Rather call? (03) 9589 3521
Request sent.
We will call you to confirm your time.
Know what is due, and when.
The main ATO dates in the tax year for people who lodge their own tax return or BAS. Tap a date.
1 Jul
A new financial year starts
Start a fresh folder for this year's receipts. Employers finalise income statements by 14 July.
28 Jul
BAS for April to June
The BAS for the last quarter of the financial year, if you lodge it yourself.
28 Oct
BAS for July to September
The first quarterly business activity statement of the financial year, if you lodge it yourself.
31 Oct
Tax return due
The due date for your individual tax return if you lodge it yourself. People who use a tax agent can often lodge later.
28 Feb
BAS for October to December
The second quarterly business activity statement, if you lodge it yourself.
28 Apr
BAS for January to March
The third quarterly business activity statement, if you lodge it yourself.
30 Jun
The financial year ends
The last day of the financial year. Ask us about claims and payments before this date.
General ATO due dates. Yours can differ, so ask us when you book.
Local to Beaumaris.
Our office is a short drive from Ricketts Point, the stretch of coast Charles Conder painted in 1890.
Questions
When is my tax return due?
If you lodge it yourself, the ATO due date is 31 October. People who use a tax agent can often lodge later. Book a time and we will tell you which date applies to you.
What should I bring to my appointment?
Your income statement, receipts for anything you plan to claim, bank interest and dividend statements, and last year's notice of assessment if you have it.
Do I need to book?
Booking means we have time set aside for you. Pick a time above or call (03) 9589 3521, and we will confirm it with you.
Ask us a question.
Send it here and we will get back to you by phone or email.
Thanks, we have your question.
We will be in touch during office hours.