Take our Quick Quiz to find out.

Do you own a business?

YES -Sorry, if you operate your own business then we are not the right Tax accountants for you. We specialise in preparing personal tax returns. You will need an accountant that specialises in small business tax and is located near you. If you are not sure where to find an accountant, try the Tax Agent Board website.

NO – We may be the right Tax accountants for you. To make sure, just answer the following five questions.

1. Do you earn income from investments?

This could include income from one or more rental properties, term deposits and shares or managed funds.

Personal Tax Specialists are experienced in rental property investments, capital gains tax and preparing tax returns for investors.

2. Do you spend more than $300 on work expenses each year?

Maybe you use your personal car for work related trips or you travel for work and have to pay for meals. Or you might have to buy computers, tools or equipment, mobile phones and uniforms?

Personal Tax Specialists are experts in claiming work related expenses. We will provide you with a detailed list of the tax deductions available for your specific industry, that way we make sure you don’t forget to claim anything and it may even prompt you to claim things you hadn’t thought of before.

3. Are you too busy to get to an appointment during business hours?

Would you prefer not to have to visit your accountant to get your tax done? Or would it be easier just to do your tax from your own home or office?

Personal Tax Specialists have clients throughout Australia. We ‘meet’ with our clients over the phone or via Skype at a time that is convenient to them. And because we provide every client with comprehensive checklists to gather their tax information each year, often an appointment isn’t even necessary.

4. Are you comfortable using a computer?

Do you have access to email? And do you want to minimise the use of paper and help save the environment?

Personal Tax Specialists are committed to operating a paperless office and to minimising our impact on the environment. As part of this commitment, we communicate with our clients by email, text and phone, instead of by letter. Our clients actually find this more convenient and are inspired to minimise the use of paper in managing their own tax affairs.

5. Do you want to pay a fixed price for your tax return?

Do you want to know up front how much it will cost to prepare your tax return so there are no surprises? And do you want to get expert tax advice from a qualified team of professionals?

When Personal Tax Specialists prepare your tax return, you will always know how much it will cost before we start work. Our team will also be available to answer any of your quick tax questions throughout the year, free of charge.

How did you go?

If you answered YES to one or more of these five questions, then Personal Tax Specialists are the right Tax accountants for you. To become a client today, just complete our New Client Form.

But if you answered NO to three or more of these questions, then you may be better off trying either:

• E-Tax – it’s free and good for people who understand the Tax laws or who have uncomplicated tax returns, or

• A local accountant in your area – if you are not comfortable using technology or you would prefer to make an appointment to visit an accountant, find a Registered Tax Agent in your area at www.tpb.gov.au