How to prepare for your tax return in Geelong

Have you started getting organised for your tax return in Geelong?

At CD&G Accountants, we’re ready for tax-time action and we can’t wait! However, we understand that tax time can be overwhelming for some. That’s why we’ve put together some handy points to make the process a smooth one this year.

Our tips include:

• Ring us to book an appointment to prepare your tax in Geelong;
• Look over our comprehensive tax-time checklist so you have a good idea of what to bring to your appointment at CD&G Accountants. The list covers items across a range of categories including income, offsets, employment-income deductions and investment-related deductions;
• Be mindful of the fact we receive your information from the Australian Taxation Office about August. If you want to come in earlier that that, you’ll need to bring in all the necessary documents yourself;
• Be prompt for your tax appointment with our team. The coming months will be hectic and we normally run back-to-back meetings. We don’t like to leave people waiting, so please call us if you are going to be late;
• In light of the COVID-19 crisis, we urge people to use the hand sanitiser located at the reception desk after entering our premises. We’d also like people to reschedule their appointment if they have a cough or flu symptoms or are feeling ill;
• You can also consider mailing or emailing any relevant paperwork to us, if you’d prefer to avoid a sit-down appointment in our office;
• And ask for more information from our team if you are still unclear of what you need to bring to your appointment. Good preparation makes a huge difference to staff undertaking your tax-return work.

At CD&G Accountants, we have years of experience in helping a wide range of clients to maximise their tax returns. We want you to receive all possible entitlements. And we’ll work hard to make that happen.

Our individual tax returns start from just $110 per person! 

So let us help make the process easy. When it comes to the world of tax, Geelong people can trust our professional team. Contact our team for an appointment.