TAXATION SERVICES

JG Accounting & Business Services offers an extensive range of taxation services to allow you to minimize your obligations and maximize the benefits available. The aim is for you to be in the best position to achieve your business objectives and pay as little tax as your legally obligated to! Below is a summary of Taxation Services provided:

Business Returns

We can assist with Tax compliance for all entities including Partnerships, Trusts, Companies and Self-Managed Super Funds.

The appointment options available through our booking system are 45minute Business Consultation or if you are looking for a new accountant please select New Client Discovery Call for an obligation free chat on how we can help. Neither of these options suit? Contact Juanita to discuss your individual needs on 0400 944 062 or email juanita@jgaccounting.net.au

Basic Individual Returns

This is suited to individuals with Salary and Wage income, a small amount of interest and no other income from Investments, shares or business. This service includes a one-on-one appointment either Mobile to a location of choice, in the office located in Australind or via video conferencing. During the appointment Juanita will review your tax position and explain in detail the various claims and options available.

Individual Returns start from $170 for an individual or $330 for a couple.

Individual Tax Returns with the following "add-ons"

Do you have more than a basic return? These options are available as an 'add-on' to your appointment.

Sole Trader Tax Return

This option is perfect for those with a small business operating as a Sole Trader and includes an appointment with Juanita to discuss all your burning tax and accounting questions! Your return will be finalized following the appointment and a basic summary of Income and Expenses will be prepared.

Whilst the needs and advice required for each client can vary, most sole traders find the cost of preparation to be less than 1% of their annual turn over.

Rental Property Schedule and/or multiple properties

Includes preparation of Rental Income and Expenses summary and completion of the Rental Property Schedule in the Individual Income Tax Return.

Capital Gains Tax (CGT) Schedule including Cryptocurrency

Did you sell shares, cryptocurrency, property or other investments during the financial year? If so, Capital Gains Tax (CGT) may be payable on the transaction. This can be a complex matter requiring its own schedule in the return and general advice regarding its treatment and the tax outcome. Selecting this option allows sufficient time to discuss and provide appropriate advice. The cost for this service varies depending on the complexity and volume of the transaction(s) involved.

Multiple Years Outstanding

Have you gotten a little behind with your taxes? Its more common than you think! This option allows for additional time to discuss multiple years outstanding.