A tax return form in a typewriter

Merrylands accounting service

Individual tax returns

We help individuals prepare and lodge annual tax returns with clear guidance on income, deductions, supporting documents, and the next steps before lodgement.

Best starting point

Preparation and lodgement support for accurate, compliant individual tax returns, including income, deductions, investment records, and rental property matters where relevant.

Office

Suite 2, Level 1, 204 Merrylands Road

Before appointment

Income statements or payment summaries

Overview

A practical pathway for the work

Preparation and lodgement support for accurate, compliant individual tax returns, including income, deductions, investment records, and rental property matters where relevant.

Salary and wages

Work-related deductions

Investment income

Rental property records

A desk with a calculator, notebook, laptop, and coffee for bookkeeping work
Local appointments are handled through the Merrylands office so document checks, lodgement questions, and next steps stay clear.

Service components

What this service can include

Ask what applies

Salary and wages

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Work-related deductions

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Investment income

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Rental property records

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Capital gains information where relevant

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

ATO correspondence related to your return

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Appointment flow

From first enquiry to next action

The office confirms the right records, reviews what has been supplied, and explains what needs to happen before lodgement or advice is finalised.

Contact the office

Call or send an enquiry with the type of tax or accounting support you need.

Bring the right documents

The office can confirm what to bring before your appointment.

Review and prepare

Your records and questions are reviewed by an onshore team before the next step is explained.

Lodge or act

The accountant confirms what is lodged, what remains outstanding, and any future deadlines.

Prepare

Documents and details to have ready

01

Income statements or payment summaries

02

Receipts or records for work-related deductions

03

Private health insurance statement, if applicable

04

Bank interest and dividend information

05

Rental property income and expenses, if applicable

06

Investment purchase and sale records, if applicable

A tax return form in a typewriter

Important note

Before you rely on the next step

Eligibility for deductions depends on your circumstances and supporting records.

Confirm your next step

Benefits of working with us

Local support, structured around your records

Professionalism and integrity

Accounting and taxation work is handled with a focus on accuracy, communication, and responsible advice.

Personalised client service

The practice builds long-term relationships so advice can reflect each client's records, obligations, and goals.

Onshore Australian support

Client work is completed onshore in Australia, with hands-on attention from the local team.

Proactive financial guidance

Advice is designed to help clients stay organised, prepare for deadlines, and make informed decisions.

Related services

Other ways the office can help

Small business accounting

Practical support for sole traders, companies, partnerships, and trusts, including tax returns, financial statements, compliance records, and year-round accounting questions.

View Small business accounting

BAS, GST, and ATO lodgements

Assistance preparing business activity statements and keeping GST, PAYG, and ATO reporting organised across the year.

View BAS, GST, and ATO lodgements

Bookkeeping

Help keeping business records, reconciliations, receipts, and accounting files up to date so tax time is easier to manage.

View Bookkeeping

Merrylands office

Ready to discuss your tax or accounting matter?

Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.

Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160

Open Monday to Friday, 9:00 AM – 6:00 PM