Individual Tax Returns
Expert Property Tax Advice for Investors, Homeowners & Property Buyers
Personalised Individual Tax Return Services Tailored to Your Financial Situation
Whether you’re an employee, sole trader, property investor, retiree or have multiple sources of income, preparing an accurate tax return is essential to ensuring you meet your tax obligations while maximising your eligible tax refund. Every individual’s financial circumstances are different, which is why a personalised approach to tax preparation can make a significant difference to your overall tax outcome.
At Rick & Mon Business Consultants, we provide professional individual tax return services tailored to your unique financial situation. Our experienced accountants take the time to understand your income, investments, deductions and personal circumstances to ensure your tax return is prepared accurately, efficiently and in accordance with current Australian Taxation Office (ATO) requirements.
Our focus extends beyond simply lodging your annual tax return. We carefully review your financial position to identify every legitimate deduction, tax offset and concession you’re entitled to claim, helping you minimise your tax liability while ensuring every claim is fully supported under Australian tax law. Whether your income includes salary and wages, investment earnings, rental properties, capital gains, sole trader income or foreign income, we provide practical advice designed to achieve the best possible outcome.
We understand that tax time can often feel confusing and stressful. That’s why we make the entire process simple, transparent and hassle-free. From collecting your information and preparing your return through to answering your questions and explaining your results, our team provides clear communication and personalised support every step of the way.
Comprehensive Individual Tax Return Services
Salary & Wage Tax Returns
Rental Property Tax Returns
Investment & Share Income
Sole Trader Tax Returns
Foreign Income & Overseas Assets
Cryptocurrency Tax Reporting
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Protect Your Investment by Avoiding These Common Tax Mistakes
Helping You Maximise Your Tax Outcome
Every financial decision you make throughout the year can influence your tax position. From accepting additional employment and investing in shares to purchasing an investment property or starting a side business, understanding the tax implications before making these decisions can help improve your overall financial outcome.
Rather than simply preparing your annual tax return, we take a proactive approach to tax planning by helping clients understand how different income sources, deductions and investment decisions affect their tax obligations. By identifying opportunities early, we can often help reduce unnecessary tax liabilities and improve cash flow while ensuring ongoing compliance with Australian taxation legislation.
Whether your tax affairs are straightforward or involve multiple income streams, our experienced advisers provide practical recommendations tailored to your individual circumstances and long-term financial goals.
Lodge Your Tax Return with Confidence
We provide year-round tax advice to help you understand the tax implications of important financial decisions, plan ahead for future opportunities and remain compliant with changing Australian tax legislation.
WHO WE HELP
Our individual tax return services are suitable for individuals across every stage of life and career.
Employees and PAYG taxpayers
Professionals and executives
Contractors and freelancers
Sole traders
Property investors
Individuals with foreign income
Pensioners & Self-funded retirees
YOUR FINANCIAL JOURNEY
Our Tax Advice Process
01 Understand Your Goals
We discuss your financial objectives, property portfolio and future plans.
02 Review Your Situation
We assess ownership structures, income, expenses and taxation obligations.
03 Develop a Tax Strategy
We recommend practical strategies to legally improve tax efficiency.
04 Provide Ongoing Support
As your circumstances change, we continue to provide advice throughout your investment journey.
Avoid Common Tax Return Mistakes
Even small errors or missed deductions can affect your tax refund and increase the risk of unnecessary ATO enquiries. Our experienced accountants help ensure your tax return is accurate, compliant and prepared with attention to detail, so you can lodge with confidence and maximise every legitimate tax benefit available.
CPA & Registered Tax Agents
Local team, local insight
Fixed Fee Pricing
Transparent, no surprises
Wealth and tax strategy
We think ahead for you
Year-Round Support
Always easy to talk to
Why Choose Rick & Mon Business Consultants
Expert Individual Tax Return Services for Every Stage of Life
Many people believe lodging a tax return is simply about reporting income and claiming deductions. In reality, every financial decision throughout the year can affect your tax position. Professional advice helps ensure you’re claiming eligible deductions correctly, meeting your reporting obligations and identifying opportunities to improve your overall tax outcome while remaining compliant with Australian tax legislation.
Most importantly, our relationship doesn’t end once your tax return has been lodged. We provide year-round tax advice to help you understand the tax implications of important financial decisions, plan ahead for future opportunities and remain compliant with changing Australian tax legislation. Whether you’re considering purchasing an investment property, starting a business, selling investments or simply looking to improve your tax position, we’re here to provide trusted advice whenever you need it.
Personalised Tax Advice
Every tax return is different. We take the time to understand your circumstances and tailor our advice to suit your financial goals.
Maximise Eligible Deductions
Our experienced accountants help identify legitimate deductions and tax offsets that may improve your overall tax outcome.
Accurate & Compliant
We prepare every tax return with accuracy and attention to detail, ensuring compliance with current ATO requirements.
Year-Round Support
Our relationship doesn't end after your tax return is lodged. We're available throughout the year to answer questions and provide ongoing tax advice.
Trusted Professionals
Our clients value our personalised service, practical advice and commitment to helping them achieve better financial outcomes.
Our Services
Melbourne Business Accountants & Advisors
We partner with Builders, Developers, Medical Practices, NDIS Providers, Franchise Businesses and SMEs across Melbourne.
Frequently Asked Questions
Most individual tax returns can be lodged after the end of the financial year once your income information has been finalised.
Eligible deductions depend on your occupation, income sources and individual circumstances. We help identify deductions supported by current ATO guidelines.
Yes. Income from shares, managed funds, rental properties, interest and other investments generally needs to be reported in your tax return.
Many investment property owners may be eligible to claim depreciation on eligible building components and assets. A depreciation schedule prepared by a qualified quantity surveyor is often required to maximise available deductions.
Yes. We assist with rental income reporting, deductible expenses, depreciation, Capital Gains Tax and broader property tax advice.
Yes. If you discover an error or omitted information after lodging, we can review your circumstances and assist with preparing an amendment where appropriate.
Make Smarter Property Decisions with Expert Tax Advice
Let us help you minimise tax, maximise investment returns and make confident financial decisions.
