Individual tax return
from$240incl. GST
Included Your return prepared and lodged, a 30-minute appointment, and your wages, interest, dividends and receipts.
Costs extra Rental properties, $150 each. Selling shares, crypto or property, quoted first.
Who we look after
- IndividualsEmployees, retirees, landlords and investors.Tax returns, rental properties, shares and crypto, and returns that are overdue.
- Sole tradersTradies, contractors and anyone running a business in their own name.Your return with the business side, BAS and GST, catching up on records, and software set-up.
- Companies and trustsSmall companies, family trusts and the people behind them.Year-end accounts, company and trust returns, BAS, budgets and tax planning.
What it costs
Sole trader’s year
from$660incl. GST
Included Your return with your business income and expenses, a profit and loss for the year, and a meeting to go through it.
Costs extra BAS through the year, records that need catching up, a second business.
Company or trust accounts
from$1,650incl. GST
Included Year-end financial statements, the company or trust’s tax return, and a meeting to go through the numbers.
Costs extra Each director’s or beneficiary’s own return, BAS, catch-up work.
Bigger jobs are quoted in writing. Several years of overdue returns, a family group with more than one entity, or help with an ATO letter: we look first, then quote.
The fee is agreed in writing. Before any work, you get an engagement letter with the work, the fee and what we need from you.
Who does the work
Rajiv Menon CA
Principal. Chartered Accountant and registered tax agent.
Rajiv meets every new client and reviews every return and set of accounts. Nothing is lodged until he has signed it off.
Bridget Sorensen
Accountant
Prepares returns, BAS and year-end accounts. Rajiv reviews her work before it goes to you.
Kirsty Ashby
Client services
Bookings, checklists and portal access. Tax questions go to Rajiv or Bridget.
Registered with the Tax Practitioners Board
To charge for tax agent services, an accountant or their firm has to be registered with the Tax Practitioners Board. Rajiv is, and you can check any tax agent on the board’s public register.
Check the TPB registerHartley Moss is fictional, so you won’t find Rajiv there.
CA is a separate check.It means Rajiv is a member of Chartered Accountants Australia and New Zealand. A software badge is neither registration nor membership.
If something goes wrongTell Rajiv first, and he’ll reply in writing. You can also complain to the Tax Practitioners Board.
Changing accountants
You don’t start from scratch. Here’s how the move works.
- 1
Book a first meeting
Tell us who’s involved: you, your business, any company or trust. We also check your ID.
- 2
Agree the work in writing
Our engagement letter sets out the work and the fee. Nothing starts until you’ve signed it.
- 3
We ask for your records
With your written OK, we ask your previous accountant for copies of past returns and accounts.
- 4
Companies, trusts and partnerships: nominate us with the ATO
The ATO needs you to do this yourself. Your agent can’t do it for you, so we send you the steps.
Read the ATO’s steps
We never need your myGov or ATO login. Please don’t send it to us.
Switching changes who prepares your work. It doesn’t change what the ATO decides.
Sending us documents
Already a client? Use the portal.
Upload documents, approve your return and sign forms in our secure client portal.
New client? What to bring
- Photo ID, for our identity check
- Anything showing what you earned: wages, interest, dividends
- Receipts for anything you think you can claim. We’ll tell you what counts.
- Rent received and paid out, for each rental property
- Last year’s return, if someone else did it
- Photo ID, for our identity check
- Access to your Xero, MYOB or QuickBooks file, or your bank statements
- Invoices you sent and bills you paid, if you don’t use software
- Last year’s return, and any BAS you lodged
- Any ATO letters you haven’t dealt with yet
- Photo ID for each director or trustee
- Access to the books in Xero, MYOB or QuickBooks
- Bank and loan statements to the end of the year
- Last year’s financial statements and returns
- For a trust, a copy of the trust deed
Keep these out of the enquiry form and emailYour tax file number, bank details and ID. Tax file numbers have their own legal rules, so we collect them through the portal once you’re a client.
120 Ryrie Street, Geelong
On the ground floor, at street level. Meet us here, by phone or by video, for the same fee.
Open in Maps- Monday
- 8.30am to 5pm
- Tuesday
- 8.30am to 5pm
- Wednesday
- 8.30am to 5pm
- Thursday
- 8.30am to 5pm
- Friday
- 8.30am to 5pm
- Saturday
- Closed
- Sunday
- Closed
Mon to Fri, 8.30am to 5pm. Evening appointments by arrangement.
Questions people ask
How much will my tax return cost?
From $240 including GST, which covers a return with wages, interest, dividends and your receipts. Each rental property adds $150. If you’ve sold shares, crypto or property, or have income from overseas, we quote first. You agree the fee before we start.
Are you taking new clients?
Yes. The booking form shows the times we have free, or call Kirsty on (03) 5550 0258.
Can you help with overdue returns or an ATO letter?
Yes. Tell us how many years are outstanding, what records you have, and whether the ATO has written to you. We quote after a first look. We can’t promise what the ATO will decide about penalties, but we’ll tell you where you stand.
Can we do it all online?
Yes. Meet by phone or video, upload through the portal and sign online. We still need to check your ID, and we’ll explain how when you book. If you’d rather use paper, bring it in.
When will I get my refund?
Once we have everything, we aim to have your return ready for you to approve within two weeks. After we lodge it, the timing is up to the ATO, and we can’t speed it up. If you owe tax instead, you’ll know before we lodge.
Do you work with my software and bookkeeper?
We work in Xero, MYOB and QuickBooks, and happily alongside your bookkeeper. If you don’t use software yet, we can set it up with you.
Who sees my information?
Only the three of us. Documents come through the portal, not email, and we don’t share your affairs without your OK unless the law requires it.
Talk to us about your tax
Pick a time online, or call Kirsty. Monday to Friday, 8.30am to 5pm.
Rather write? hello@hartleymoss.example. Please leave out your tax file number.