First Class Tax Services

First Class Tax Services

We take the stress out of tax time!

The First Class Financial Group is pleased to announce the establishment of a new division, First Class Tax Services, to complement the services provided by your First Class Accounts bookkeeper.

With our team of registered tax agents our services include:-

  • Individual and partnership tax returns, covering
    • Rental property
    • Investments
    • Business income for sole traders
    • Contractors
  • Trusts
  • Companies
  • Self-Managed Superannuation Funds

While we specialise in small to medium sized businesses, it is also advantageous for us to complete the tax returns for the business proprietors, their family trusts, and investment entities. Company employees may also avail themselves of our services.

With the increasing complexity of tax regulations and the individual tax return form, it is highly recommended that this task be assigned to a professional tax agent. Individuals who prepare their own returns may be unaware of entitlements or overlook declaring certain forms of income. The potential refund, or, on the other hand, penalty, can justify the professional service and save your own time and effort.

For businesses, our services include the preparation of the Annual Financial Statements. Given that a First Class Accounts expert bookkeeper is attending to your ongoing bookkeeping requirements, no doubt including the preparation of your Business Activity Statements, our tax agents will benefit from the reliable year-end data files your bookkeeper will be able to provide. That translates to efficiencies and cost-savings.

For Self-Managed Super Funds, we can also undertake the requisite audit if so required.

We can also assist in the preparation of Fringe Benefits Tax returns.

And we can assist if you are concerned that you are behind in the lodgment of prior years’ returns, or if an amendment to a prior return is needed.

So why not ask your First Class Accounts bookkeeper to arrange for a quote for the services you require.

More than just bookkeepers… Now your tax agent as well!