For Individuals
Tax and financial guidance for individuals with more than a simple return
Complex tax shouldn't keep you up at night. We've got it.
From investment properties to SMSFs and overdue returns, we handle the personal tax situations that need real expertise — not a ten-minute online form.
Most tax agents are built for simple salary-and-wage returns. If your situation includes an investment property, a self-managed super fund, multiple income streams, or years of overdue lodgements, you need an accountant who works with complexity every day — not as an exception.
We work with individuals across Australia through secure online onboarding, cloud document sharing, and video consultations, so distance is never a barrier to getting this right.
Services for individuals
Years behind on your tax returns?
It's more common than you think, and it's fixable. We bring overdue lodgements up to date — one year or twenty — and deal with the ATO on your behalf.
How it works
- 1
Book a consultation
Choose online or in person at our Milton office. Tell us a little about your situation when you book.
- 2
We review your situation
We look at your circumstances in detail and identify exactly what you need — no guesswork, no assumptions.
- 3
Get a clear, scoped quote
You receive a fixed, transparent quote before any work begins, so there are never any surprises.
Why individuals choose us
- We specialise in complexity, not volume
- Direct access to your accountant, not a call centre
- Fixed scope, transparent starting prices (see Pricing)
- Fully remote — secure portal, video calls, digital signing
Transparent starting prices
Salary & wages from $195, investment property from $295, sole trader from $495. Final fees depend on complexity, and we'll always confirm a scoped quote first.
View individual pricingYou're not just getting a return lodged — you're getting someone in your corner.
Investment property, SMSF, or years behind — we've handled it all before.
Frequently asked questions
Do I need an accountant if my tax return is simple?
If your return is genuinely just salary and wages with no deductions, you may not. But once you add investments, property, a side income, or anything unusual, an accountant usually saves you more than the fee — and removes the risk of getting it wrong.
What if I'm years behind on my returns?
That's one of our specialties. We regularly bring people up to date who are several years — sometimes decades — behind, and we manage the ATO correspondence so you don't have to. See our Late Tax Returns service.
Can you help if I don't live in Brisbane?
Yes. Most of our individual clients work with us entirely online through a secure document portal, digital signing, and video calls. Distance is never a barrier.
How do you charge?
We use transparent, scoped pricing with a clear starting price for each service, and we confirm a fixed quote before any complex work begins.
What happens if I've made a mistake on a previous return?
If you've spotted an error on a return you've already lodged, it can usually be corrected through an amendment rather than starting again. We'll review what happened, work out whether it changes the outcome, and lodge the amendment on your behalf.
Do you handle tax for crypto, shares, or other investments?
Yes. Capital gains on shares, crypto, and other investments are one of the more commonly misreported areas of a tax return — we'll make sure they're calculated and reported correctly, including any relevant discounts or offsetting losses.
A return that's more than a simple one deserves more than a simple agent
Book an appointment online or in person at our Milton office for clear, scoped advice.