Tax and Accounting

As with all tax agents and accountants, the main work we do is Individual Tax Returns and Small Business, Trust, Companies or Superfund Financials and Tax Returns.

Individual

Here at Carolyn Wheeler & Associates we pride ourselves on providing a tax return that utilises as many deductions as possible to provide you with the best tax position prior to lodgement.

Our individual returns are generally prepared during the interview and lodged that day. This quick turnaround time gets that assessment and hopefully tax refund to you ASAP.

For those with a little more in their return, it may take a little longer. However if you have all the necessary information to hand, then you can be assured your return will be completed quickly.

Companies, Trusts, Partnerships & Superfunds

Some Partnerships and Trusts do not require full financial statements, only an income and expenses statement, while others prefer a full Profit & Loss and Balance Sheet.

Companies and Superfunds must have a full set of financial statement including Profit & Loss, Depreciation, Balance Sheet, Notes to the Accounts and Director or Trustee Statements.

From these financials, the tax return with all its requirements is completed, ready for signing and lodgement.

CMW & Associates have sound knowledge in all aspects to help you run your small business successfully. We assist with all accounting software programs specialising but not exclusively in MYOB & Xero

Tax & Accounting Compliance are a never ending story ... Death & Taxes – right?