Tax Return Price Structure
2011 FEE GUIDELINE
Our fee is based on each individual return and depends on the time and complexity of the tax return, our fee includes lodgement with the Australian Taxation Office, any consultations with members of staff or partners, financial statements if requested, (which is an additional fee) and a review of your financial situation including insurance and investments. Below is a guideline detailing the different types of returns and the extent of documentation we receive to complete the return, see below:
For Individuals, Couples and Families
| Individuals | Couples | ||
| (a) | Base Fee (Without meeting) | $260 plus GST | $500 plus GST |
| Base Fee (With accountant meeting) | $320 plus GST | $550 plus GST | |
| Base Fee (With partner meeting) | $380 plus GST | $600 plus GST | |
| - Up to 3 group certificates | |||
| - Claims under $300 | |||
| - No Dependants | |||
| - No rebates | |||
| (b) | Additional schedules | ||
| - Rental Property (with “annual” summary) | + $110 plus GST (per return) | ||
| - Rental Property (without “annual” summary) | + $160 plus GST (per return) | ||
| - Capital Gain (upto 5 shares) | + $90 plus GST (per return) | ||
| - Capital Gain (per property) | + $110 plus GST (per return) | ||
| (c) | Other time | ||
| - Spouse, dependants, family assistance etc | |||
| - Dividends etc some schedules | |||
| - Health rebates etc | |||
| - Other detailed work sheets/telephone advice | $130-150 per hour | ||
DEDUCTIONS – ADMINISTRATION FEES
You have the option of deducting our fee from your refund cheque, (if the fee amount is less then your return), we deposit the cheque into our trust account and then reimburse the difference. There is a charge of $10 (plus gst) for the administration fee.
NOTE:
You can save money if you take the time to add up all your dividends, interest, deductions, rental property expenses etc. Please use the tax time checklist to do this. The better your records – the less the preparation time, and costs.
