ITS THAT TIME OF THE YEAR AND OPTIMA ACCOUNTANTS IS HERE TO HELP YOU MAXIMISE YOUR TAX REFUND!
We work hard to keep your finances in order and ensure you get the best income tax return that you’re entitled to. With our 'no upfront payment' we provide a comprehensive range of Accounting and Tax services to all Individual taxpayers.
With over 30 years of experience we provide an efficient, cost effective and prompt tax preparation and advice services.
We will let you know exactly what you can claim, what receipts you need to keep and how to maximise your refund. Our mission is to make your income tax return as stress-free as possible. Our clients trust Optima Accountants to get the job done as efficiently as possible.
SERVICES INCLUDE BUT NOT LIMITED TO:
- Individual Tax Returns
- SMSF Accounting and Taxation
- Business Tax Returns
- Tradesman & Subcontractors
- Sole Traders
TAX RETURNS CHECKLIST:
- Payment Summaries from all sources of income
- Government payment statements
- Interest income from banks and building societies
- Dividend statements
- Other income:
- Rental properties
- Foreign income
- Capital gains
- Work related expenses:
- Motor vehicle travel
- Self-education and professional development
- Union, professional registrations, tools
- Subscriptions, memberships
- Home office, seminars, conferences
- Telephone, computer, internet
- Donations to charities or building funds
- Income protection insurance
- Private health insurance statement
- Spouse details including taxable income