Individual Tax Returns and Tax Agent Services in Busselton

Individual tax returns and deductions

Tax time should not be confusing. We can prepare and lodge individual tax returns, explain your taxable income and tax payable in plain English, and help you understand legitimate deductions relevant to your circumstances.

Common areas we can help review include:

• Employment income, allowances and working-from-home expenses
• Work-related travel, motor vehicle costs, tools and equipment
• Professional memberships, education and professional development
• Investment income, shares and capital gains
• Rental property income and expenses
• Superannuation and other income sources

Eligibility for deductions depends on your individual circumstances and appropriate records. We help you understand what information is needed and what can be claimed under the tax rules.

Tax questions beyond your annual return

We can assist with understanding the potential implications of buying or selling investment property, share disposals, investment earnings and significant capital gains. Seeking advice before a major transaction can help avoid unexpected tax consequences.

ATO correspondence, reviews and disputes

If you receive an ATO letter, notice, audit or review request, we can help you understand the correspondence, collate supporting records and communicate with the ATO on your behalf where appropriate.

Your rights and responsibilities as a tax client

You are entitled to clear information about your tax matters, appropriate privacy and confidentiality, and representation by a registered tax agent. Depending on the circumstances, you may have rights to object to or appeal ATO decisions.

You are responsible for supplying complete and accurate information, keeping appropriate records, reviewing your tax return and meeting payment and reporting obligations. Australia uses a self-assessment tax system even where an agent prepares the return.

Preparing for your appointment

Gather income statements, financial and investment records, details of rental properties, relevant expense receipts and any correspondence from the ATO. Use the Individual Tax Return Checklist 2026 to organise your information before your appointment.