Individual Tax & Accounting Services
Maximise your refund. Minimise your stress.
At the TAXATION, we provide expert individual tax and accounting services across Melbourne, helping clients maximise refunds while staying fully compliant with ATO regulations. Whether you are an employee, contractor, or investor, our tailored approach ensures you claim all eligible deductions and optimise your tax position. We focus on accuracy, efficiency, and personalised advice to deliver the best financial outcomes for our Melbourne clients.
Our Clients
Who Our Services Are Designed For
Whether you receive a paycheck or manage a complex portfolio, our specialists tailor every return to your situation.
Salary & Wage Earners
Individual earning income through employment (PAYG), including full-time and part-time.
Contractors & Freelancers
Individual operating as a sole trader or independent contractor with ABN income
Investment Property Owners
Client earning rental income from residential or commercial
properties
Share & Crypto Investors
Individual earning income from shares, dividends, capital gains, and cryptocurrency
High-Income Earners
Professionals with higher income levels requiring advanced tax
planning.
Foreign Residents & Expats
Individuals with international income or non-resident tax status.
Students & First-Time Taxpayers
New taxpayers needing guidance on lodgement, deductions, and compliance.
Amendments & Late] Lodgements
Clients needing to correct prior returns or lodge overdue tax returns.
Be Prepared
Tax Return Preparation Checklist
Bring the right documents and we’ll do the rest. This curated checklist ensures nothing is missed and every dollar is claimed.
Personal Details
- TFN & ID verification
- Current address & banking
- Current address & banking
Income — Salary/Wages
- PAYG payment summaries
- Allowances & bonuses
- Termination payments
Income — Business
- ABN income statements
- Invoices issued
- Business expenses
Income — Investments
- Dividend statements
- Rental property summaries
- Crypto & share trades
Government Income
- Centrelink payments
- Pensions
- Government allowances
Work Deductions
- Uniforms & laundry
- Self-education
- Home office hours
Car Expenses
- Logbook records
- Fuel & maintenance
- Kilometres travelled
Home Office
- Internet
- electricity
- work-from-home records
Education Expenses
- Course fees
- books
- training costs
Investments & Assets
- Property or shares purchase
- sale documents
Superannuation
- Personal and employer contribution details
Health Insurance
- Private health insurance statement
Business (if applicable)
- Profit & Loss report (e.g. Xero), BAS, GST, payroll
Loans & Other
- Loan statements, investment-related expenses
Why Choose Us
