Why using a tax agent in Geelong makes all the difference

Tax time doesn’t have to be stressful. A registered tax agent in Geelong, like CD&G Accounting, can streamline the process, minimise errors, and help you claim every eligible deduction. Whether you’re handling income tax in Geelong personally or managing business tax obligations, choosing a local expert makes all the difference.

Our team works with individuals, small businesses, farmers, investors, and property owners to maximise returns and ensure compliance with the ATO.

What to expect from your Geelong tax agent

• Accuracy: We take care to lodge your return correctly, ensuring that all income sources are declared and all deductions substantiated.
• Local know-how: CD&G understands Geelong’s unique economic landscape—our insights help you navigate regional tax breaks and incentives.
• Comprehensive support: From structuring income and investments to reviewing super contributions and cashflow planning, we handle it all.

The benefits of using a registered tax agent

Engaging a registered tax agent brings numerous advantages:

• Up‑to‑date expertise: Tax laws change frequently; we stay current on ATO updates so you don’t have to.
• Maximised refunds: Research shows that tax agent users claim, on average, nearly $974 more per return than self-lodgers—even after agent fees.
• Extended lodgement deadlines: Filing via a registered agent gives you extra time to complete your return legally.
• ATO representation: Should any queries or audits arise, your agent represents you directly with the ATO.

Common tax mistakes and how a tax agent helps you avoid them

The ATO has increasingly focused on small business compliance. Here are errors that often trigger reviews or penalties:

• Under-reporting cash income or mismatched data from platforms like Uber or Airbnb due to ATO data matching.
• Mixing personal and business expenses — which can invalidate deductions.
• Poor record-keeping, leading to unsubstantiated or missed claims.
• Overlooking valid deductions such as tools, digital subscriptions, or super contributions before June 30.
• Claims with no supporting documentation, even for the so-called $300 threshold, can attract scrutiny.

By working with CD&G Accounting, you mitigate these risks and stay audit-ready.

Effective tax‑time tips for Geelong clients

To prepare ahead, here are four key steps:

• Keep digital records: Save all invoices, receipts and bank statements—especially small expenses—throughout the year. Missing receipts cost Australians roughly $185–$525 in refunds per year.
• Claim work‑from‑home deductions accurately: Use the correct method and avoid double-claiming items like internet or phone usage.
• Use a registered tax agent to reduce errors, increase returns, and gain compliance support.
• Separate personal and business finances: Maintain clear accounts to simplify bookkeeping and deduction claims.

Why choose CD&G Accounting as your tax agent in Geelong?

• Local presence and deep understanding of regional businesses, farms, and investors.
• Highly qualified and registered with the Tax Practitioners Board.
• Personalised service with proactive advice tailored to your tax and commercial goals.
• Strategic planning, beyond just preparing returns—covering super, property investment, and future tax liabilities.

Let CD&G Accounting help you maximise your return and minimise stress. Our team offers reliable, expert support—whether for personal tax, business tax, property or super. Call us today to book your consultation.