Taxation
Based in The Gap, Brisbane
Taxation Services
We specialise in making tax simple for you, no matter how complex your arrangements.
We fit in with you and your needs. Pop into our office and we can do your tax return while you are with us. We have flexible hours and even office phone appointments.
- Preparation of Individual Income Tax Returns
- Preparation of Business Income Tax Returns
- Advice with General ATO Compliance
- Capital Gains Tax (CGT) Advice, including available concessions
“I could not ask for better service! We have a fantastic relationship with Sam and her team and receive amazing quick response. The accounting team looks after a variety of things for my business and it is all looked after without me having to worry about it”
Owner of Create Group Funding
Returns For Property Investments / Rental Properties
We work with you to ensure all deductible expenses are captured. While working within the tax legislation, we can advise you on what is deductible and help you to obtain the best refund possible.
- Loan interest
- Repairs and Renovations
- Advertising for Tenants
- Depreciation
- Insurance
- Property Agent’s Fees
- Council Rates
- Land Tax and more
Sole Trader & Small Business Tax Returns
We fit in with you and your needs. Pop into our office and we can do your tax return while you are with us. We have flexible hours and even office phone appointments.
- Immediate Asset Write Offs
- Simplified Trading Stock Rules
- Discounts on Capital Gains Tax
- Research and Development incentives
- Preparation of Financial Statements
Meet Sam McCarthy
Sam established this firm because she is passionate about small business. She also wanted to provide a quality service for a fair price. This firm is ALL about customer service at a reasonable price.
Sam is interested the whole picture of a business (the owners, their families, their goals) rather than just the today figures so that together we can work as a team to help business and individuals achieve what they want.
In her spare time, she enjoys being outdoors and catching up with friends and family.
Sam’s qualifications include:
- Certificate IV in Business Coaching
- Certificate IV in Finance and Mortgage Broking
- Diploma of Financial Planning
- Certificate of Public Practice Liability limited by a scheme approved under Professional Standards Legislation
- Diploma of Chartered Accounting
- Bachelor of Accounting (Griffith University)
- Registered Tax Agent
Company & Trust Returns
Our team will make it their business to know your business. We will work closely with you to obtain a thorough understanding your business and taxation needs.
Talk to our qualified Accountants about the structuring needs of your business. Discuss asset protection and tax minimisation associated with different structures and the benefits and disadvantages of the different types of trading structures.
We can help you look after your ASIC Compliance and Tax Reporting obligations. The preparation of Financial Statements and Income tax returns are just a couple of services that we provide.
SMSF Administration
Our team can help you comply with the administration requirements for SMSF. Our services include:
- Ongoing SMSF administration requirements
- Preparation of Financial Statements and Tax Returns
- Advice on Superannuation Taxation
- Advice on Compliance and Arrangement of SMSF Audits
- Trustee education
