Individual Tax Returns

Expert Property Tax Advice for Investors, Homeowners & Property Buyers

personal tax return

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.

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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.