Impact Taxation and Financial Services Pty.Ltd.

关于

摘自事务所官网的自我介绍

• Based in Bankstown, NSW
• Liability limited by a scheme approved under Professional Standards Legislation
• 4.9 Based on 76 Google reviews
• All-year round availability

服务

• Individual Tax Return

  We ensure you are not missing out on deductions, overpaying taxes, or incurring penalties. We review your income streams, identify eligible deductions, apply relevant tax offsets, and assess capital gains.

• Personal Bookkeeping

  Our personal bookkeeping service provides clarity around your income, expenses, and financial obligations. We manage everything with discretion and extreme attention to detail, tracking and categorising your finances throughout the year.

• Business Tax Return

  We prepare and lodge company tax returns, ensuring compliance and optimising your business's tax position.

• Business Registration

  We assist with the registration process for new businesses, ensuring all necessary steps are completed correctly.

• Software Automation, Payroll & Super Support

  We provide support for software automation, payroll processing, and superannuation compliance for businesses.

• Tax Planning

  We offer strategic tax planning for individuals and businesses, including property pre-purchase and pre-sale consultations, and annual tax planning sessions.

• Capital Gains Tax (CGT) Advice & Planning

  We provide advice and planning for Capital Gains Tax, helping you understand and manage your obligations.

• ATO Audit Support and Resolution

  We offer support and resolution services in the event of an ATO audit, guiding you through the process.

常见问题

What’s the difference between personal tax accounting and doing my tax return online?

Online tax platforms usually rely on automation and generic templates. Personal tax accounting from Impact Taxation & Financial Services provides tailored advice that identifies deductions and offsets. Our team also creates timing strategies specific to your financial situation. We review your financial situation in detail, something that automated platforms can’t do — no more risking ATO issues.

Do I need personal bookkeeping if I don’t run a business?

Yes! Bookkeeping isn’t just for business owners. Individuals who have multiple income sources or manage investment income benefit from personal bookkeeping. Many of our clients find it helpful for record-keeping, budgeting, and making sound financial decisions.

What documents do I need to prepare for my individual tax return?

You will need your income statements, bank interest, dividend statements, rental income reports, receipts for deductible expenses, records of asset sales, private health insurance details, and super contributions. Our team will guide you through exactly what you need based on your situation.

Can you help if I’ve fallen behind on my tax returns?

Yes! We can help you gather the required documents and work to get you up to date as smoothly as possible. No judgment, just clear advice and professional support that gets you back on a compliant track.

How do your individual accounting services work if I don’t live in Sydney?

You can book a call with us or send us an enquiry through email. There are flexible options that make it easy to access our personal tax accounting and personal bookkeeping services from anywhere.

When is the deadline to lodge an individual tax return in Australia?

The deadline is 31 October each year. We’ll help manage the timeline for you and make sure your return is submitted on time.