Services and fixed fees
Returns, estimated payments, books and payroll for people and small businesses. Each service has its own dates and a fee agreed before we start.
Tax and accounting services
Each service has its own dates in the register and a fixed fee, agreed in writing before we start.
Personal tax returns
We prepare your return from your records, go through it with you and file it once you have signed.
Dates
15 Apr, or 15 Oct with an extension
Fee
from $240
Estimated tax
For income without tax taken off: we work out the four payments and send you the amounts before each date.
Dates
15 Apr, 15 Jun, 15 Sep, 15 Jan
Fee
$160 a year
Rental income
Rent, repairs, insurance and depreciation for one or more lets, reported on your return.
Dates
With your return
Fee
from $180
Bookkeeping
Monthly books from your bank feeds and receipts, with a short report you can read in five minutes.
Dates
Closed by the 10th of each month
Fee
from $180 a month
Payroll
Pay runs, payslips, payroll returns and year-end forms for up to 25 employees.
Dates
30 Apr, 31 Jul, 31 Oct, 31 Jan
Fee
from $90 a month
Business tax returns
Partnership, S corporation and corporation returns, with the figures your own return needs.
Dates
15 Mar or 15 Apr; extended 15 Sep or 15 Oct
Fee
from $1,200
Example prices. The fee for your work is in the quote you sign.
Who we work with
Most of our clients are people with one or two things that make a return less simple, and small businesses with a handful of staff.
Employees with side income
Wages plus freelance work, savings, shares or a pension.
Freelancers and sole proprietors
Income without tax taken off, expenses and the four estimated payments.
Landlords
A room, a flat or a few houses: rent, repairs and what can be claimed.
Small companies and partnerships
Books, payroll and the business return, plus the owners’ own returns.
Fixed fees
You know the fee before we start. It covers the work in your quote, our questions and one meeting to go through the result.
Individual tax return, wages and savings
$240
Return with self-employment or rental income
from $480
Estimated tax, four payment calculations
$160 a year
Bookkeeping, up to 60 transactions a month
from $180 a month
Payroll, up to 5 employees
from $90 a month
Partnership or S corporation return
from $1,200
Tax planning meeting, one hour with written notes
$150
Example prices.
Included
- A reminder a month before each of your dates
- Answers by email or phone during the year
- Electronic filing and a signed copy for your records
Quoted separately
- Late or amended returns for earlier years
- Replies to tax office reviews and audits
- Catch-up bookkeeping
Questions we hear every week
Do I need an accountant for a simple return?
Not always. If your income is wages and savings only, filing yourself may be enough, and we will say so in the first meeting.
How do your fees work?
Every piece of work has a fixed fee in a written quote, agreed before we start. If the work changes, we tell you and agree the difference first.
What if I have missed a date?
Come and see us as soon as you can. We prepare late returns and explain what usually happens next; how the tax office responds is up to the tax office.
Can you deal with the tax office for me?
Yes. With your written authorisation we can speak to the tax office about your file and reply to its letters.
Do you work with clients outside Springfield?
Yes. First meetings work well by video, and records can be sent through a secure upload link.
How long should I keep my records?
At least as long as the tax office can review the return. We suggest seven years for most papers; ask us about your own case.
Talk it through first
A first meeting takes 30 minutes, at the office or by video, and costs nothing. Bring your last return and any letters.