Taxation, accounting and business services in Oakey

To assist us to prepare your income tax return as quickly and accurately as possible, please bring the following (if applicable) to your appointment:
  • Photo Identification;
  • Your Tax File Number (if you are new client);
  • Details of all your  income from wages, investments and business from 1 July 2022 to 30 June 2023. 
  • Generally, your employer is required to provide payment summary information electronically directly to the Australian Taxation Office. We can access this for you;
  • Details of any work related, business and /or investment expenses you may have incurred during the year;
  • Payslips that show the type of any allowances you were paid by your employer during the year;
  • Your private health fund annual statement is provided electronically directly to the Australian Taxation Office. We can access this for you;
  • Your BSB, Account Number and Account Name for your refund to be banked into - (assuming you will receive one)
  • A copy of your last income tax return if you are a new client;
  • Details of any deductions you may be eligible to claim against your wages income. If you are not sure about an expense, bring the documents  and I will advise you;
  • If you pay child support, the total amount you paid from 1 July 2022 to 30 June 2023;
  • Details of any real estate or shares sold during the year, including sale and purchase information.
  • Details of any cryptocurrency buying and selling you carried out during the year.
Our team is happy to answer any questions about items needed for your 2023 year income tax return to be prepared.  If you have any queries, please contact us.
Schedule an appointment
To ensure you have everything you need for us to prepare your income tax return, please have the following information (if applicable) available for your appointment.
  • Photo Identification;
  • Tax File Number (new clients only);
  • Details of all your income from wages, investments and business  from 1 July 2022 to 30 June 2023. We can access your payment summary for you;
  • Details of any expenses incurred in 2023 financial year relating to wages, investments, and business;
  • If you are not sure about an expense bring the information and we will advise you;
  • We can access your private health fund annual statement;
  • Your BSB, Account Number and Account Name for your refund to be banked into - (assuming you will receive one);
  • A copy of your last income tax return if you are a new client;
  • Details of real estate or share sales made during the year - including purchase information
  • Cryptocurrency buying and selling transaction details;
  • Pay slips that detail information about any allowances you have been paid;
  • The total child support you paid during the 2023 financial year.


Schedule an appointment

Oakey's trusted tax and accounting professional

Oakey's trusted  tax and accounting professionals

flower in water

Services

Oakey Tax & Accounting offers personalised taxation solutions for clients in Oakey and surrounding areas including the following:

  • Advice and management in areas of accountancy (individual and small businesses)
  • Preparation of income tax returns 
  • Preparation of Business and Instalment Activity Statements
  • Payroll assistance and advice
  • Taxation consulting
  • Record keeping advice
  • Assistance with cash flow and budget projections for both home and business
flower on reed

Pricing


Individual Income Tax Returns
from - $165 inc. GST

With 1 x Rental Property
from - $297 inc. GST

With Micro Business
from - $297 inc. GST

All other clients
Please contact Michael and the team who will happily discuss your  needs and provide an appropriate quote.

All fees must be paid at the time of preparation.
grass in water

Services

Harth & Associates offers personalised taxation and accounting solutions for clients in Oakey and surrounding areas including the following:

  • Advice and management
    in areas of accountancy
    (individual and small businesses)
  • Preparation of income
    tax returns
  • Preparation of Business and Instalment Activity Statements
  • Payroll assistance and advice
  • Taxation consulting
  • Record keeping advice
  • Assistance with cash flow and budget projections for both home and business

flower on reed

Pricing



Individual Income Tax Returns
from - $165 inc. GST

With 1 x Rental Property
from - $297 inc. GST

With Micro Business
from - $297 inc. GST

Other business/clients
For other work, please contact us so we can provide an appropriate quote.

All fees must be paid when your tax return is prepared.

 Office Hours

Our office at Suite 5 / 81 Campbell Street Oakey Qld 4401, is attended on a "by appointment" basis at the following days and times each week:

Monday                 9am to 5pm
Tuesday                Closed 
Wednesday           9am to 5pm
Thursday               Closed
Friday                    9am to 5pm
Saturday/Sunday  Closed
 
For health and security reasons, Oakey Tax and Accounting office is generally open by appointment only.
If you arrive at the office (with or without an appointment) and the door is locked, please ring the doorbell or phone      (07) 4580 4712. Merula will probably be working inside and will be happy to see you.
Hours of business are from 9:00 am to 5:00 pm Monday to Friday.

Hours

Oakey Tax and Accounting office is generally open from 9:00 am to 5:00 pm Monday to Friday. Occasionally Merula
needs to go to the post office or attend to other matters that may only be carried out during office hours. This is kept
to an absolute minimum, but it is advisable to phone for an appointment to ensure your valuable time is used wisely.

Merula is also very happy to fit appointments around your working hours. Appointments may be taken during the busy
tax time from July to September after 5:00 pm Monday to Friday if that is the only time you are able to schedule around your work times. However, these must be booked in advance.
Our office is open by appointment only.  Please contact our office to make an appointment.

Office Hours

Monday                9am to 5pm
Tuesday               Closed
Wednesday          9am to 5pm
Thursday              Closed
Friday                   9am to 5pm
Saturday/Sunday Closed