personal tax advice

personal tax advice

personal tax advice
Need help with your annual tax returns? At Scott Partners, we are able to save you valuable time by completing your tax returns for you, advising on which tax deductions you can claim as we go and offering personal tax advice. We can then quickly and accurately calculate your income tax obligations.

Based in Malvern, our expert team of tax specialists and tax return accountants are also able to advise on a wide range of other personal tax advisory services, including:

  • Wealth accumulation
  • Investment advice
  • Estate planning
  • Aged care planning
  • Capital gains tax
  • Rental properties
  • Capital gains tax (CGT)
  • Wealth protection and insurance Life, disability, illness, injury, income protection and business protection

NEED ADVICE ON YOUR PERSONAL TAX?

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case study
Case Study

THE CLIENT’S PROBLEM: Karyn felt like she was ‘just another client’ and wasn’t valued or supported by her previous accountant.

THE SCOTT PARTNERS SOLUTION: Time was taken to understand Karyn’s business and to explain how her business structure impacted the tax issues she was facing. Karyn now has a Trust and two companies, as well as a robust financial plan for the future. Scott Partners introduced Karyn to Xero and supported her in learning to use it effectively. She is delighted to spend much less time on bookkeeping and admin!

“Two months into our accounting relationship and everything is running great. After understanding my business during our first meeting, Don sent me a fee proposal for the rest of the financial year. This included everything so I knew exactly what I was in for, which was great for budgeting. There are lots of smart accountants out there, but it is great to work with a qualified accountant who also cares!”

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