Individual Tax Returns

Here at Simon Jones & Co we specialise in helping business owners. However, we also assist individuals with the preparation of their personal income tax returns and provide them with financial planning services. We help our individual clients legally minimise their income tax liability and implement tax effective strategies like negative gearing to help them grow their personal wealth.

We recognise the importance of personal income tax returns and a significant number of our business clients started out as simple salary and wage 'I' Returns. Many of these individuals started or purchased a business, became investors, share traders, established a self managed super fund or purchased a negatively geared property.

Our individual clients now include, but are not limited to a range of professions including:

For your convenience we offer you a number of ways to complete your personal income tax return including:

FACE TO FACE MEETING

This is our favourite option because we enjoy meeting with our clients and it often leads to discussions about tax planning opportunities. Part of our client brief includes asset protection and wealth creation which is really best suited to a face to face meeting. Call or email us today and schedule your personal appointment with one of our tax specialists. If you’re not sure what to bring on the day, download our checklist for individual tax returns from the useful links and forms section of our website. It also contains checklists for rental properties, share traders and investors. In most cases, your return is complete before you leave the office and we electronically lodge that day, so you get your refund as soon as possible.

E MAIL

If you prefer to do the whole thing electronically we can accommodate you by email. Simply scan your PAYG Payment Summaries and other related documentation and email them to us. We will contact you with any questions and email you the outcome. We can then deliver your completed tax return as a PDF. Please note, we don’t recommend this option for new clients who might have some unusual issues to discuss.

TAX-by FAX

If your schedule is too busy for a sit down meeting you might consider our fax service. Contact the office to establish what documentation we need and spend 5 minutes on the phone to answer a few questions and update our database. We'll prepare your return and send it to you promptly for signing and lodgement. Again, we don’t recommend this option for new clients.

SNAIL MAIL

Maybe you've moved house or don’t have access to the technology so we still process returns by mail. Call the office to find out what documentation we require and give us 5 minutes to go through a few questions and update our database. Download our checklist for individual tax returns if you’re not sure what to send us.

If you have any queries in relation to our service options contact us today and you can download our individual tax return checklist from here.

Simon Jones & Co - Your Pathway to Business Success