Our Tax Appointment Service

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Face to Face Appointments

Appointment Tax Service (Victoria Only)

Book your appointment at a time that suits, you will be guided through your tax lodgment by a highly qualified and experienced tax consultant. Clients please consider using our skype tax service or our online web tax system.

  • Book online using our cloud appointments diary system.
  • Tax prepared face to face with trained tax consultant.
  • Extended working hours and operating Saturday’s during peak tax season.
  • Appointment confirmed by email with detailed instructions.
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Face to Face Appointments

What to Bring

Apart from yourself a list of basics to assist with your tax appointment interview are as follows:

  •   1. Your payg wages certificate from work.
  •   2. Any one pay slip for a fortnightly wage.
  •   3.A tax statement from you private health insurance if applicable.
  •   4. Details of any bank Interest earnt for the year.
  •   5.A tax statement showing Investment income from any source
  •   6. Details of any HEC/Help ( education debts) if applicable.
  •   7. Details of your spouse’s tax income if spouse doing tax elsewhere.
  •   8. If a rental property exists your bills/interest paid for the year.

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What to bring

Face to Face Appointments

Office hours

We have extended hours of operation during our peak tax season which is between the 1st July to 31 October each year. Extended times are Tuesday evenings and Saturday’s. Our trading hours are:

  •   Monday          9.00am to 5.00pm
  •   Tuesday          9.00am to 5.00pm
  •   Wednesday    9.00am to 8.00pm
  •   Thursday        9.00am to 5.00pm
  •   Friday              9.00am to 400pm
  •   Saturday         9.00am to 3.00pm
  •   Sunday                 Closed
  •   Public holidays    Closed

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Office hours

Face to Face Appointments

Location and Carparking

We will send a confirmation email of your tax appointment and instructions on how to get to us by different transport modes and us carparking arrangements.

  •    We are close to Mitcham railway station
  •    Entry is via the front entrance door nor underground car parks
  •    We are on the sixth floor of the building B
  •    A security code will be sent to you via email

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Location and Car parking

Face to Face Appointments

New Client Registration

We need to get some basic information from you if you are a first time client with us, this will make the face to face tax appointment or skype appointment run more smoothly.

  •    the new client registration is a once of only exercise.
  •    We need basic details of name spelt correctly/Address/DOB/TFN.
  •    We collect your BSB and bank account details for your tax refund.
  •   Your information is highly protected (see our privacy Policy).
  •    You do not have to register as a new client if doing Online tax.

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New client registration