Stress-free tax returns — competitive fees, same-day service available
Whether you're a salary earner, an investor, a rental property owner, or juggling multiple income streams, Raymond Partners makes your individual tax return straightforward and thorough. Our friendly team has been helping Warragul and Baw Baw Shire residents lodge their returns since 1981.
We don't just fill in forms — we look for every legitimate deduction you're entitled to, explain your assessment in plain English, and make sure your return is lodged accurately and on time.
Fees vary depending on the complexity of your return — for example, whether you have investment income, rental properties, or business income in addition to salary. Contact us for a specific quote based on your circumstances.
Yes, same-day service is available for individual tax returns at Raymond Partners, subject to appointment availability. If you bring all your required documents, we can often prepare and lodge your return on the spot.
You'll typically need your income statements (from myGov/ATO), bank interest statements, private health insurance details, receipts for work-related deductions, rental property records, and any investment transaction records. We'll guide you through what's relevant before your appointment.
You can claim work-related expenses that you personally paid for without reimbursement, directly related to earning your income, with records to support the claim. Common claims include uniforms, tools, home office costs, professional memberships, training, and vehicle expenses. Raymond Partners will ensure you claim everything you're entitled to.
Yes. We prepare tax returns for rental property owners, covering rental income, allowable deductions (interest, rates, repairs, depreciation), and capital gains on property sales. We can also advise on structuring property investments to maximise tax efficiency.
The standard individual deadline is 31 October for the previous financial year. However, if you lodge through a registered tax agent like Raymond Partners, you may be eligible for extended deadlines. Engage us before 31 October to retain access to any extension.
Yes. We handle CGT calculations for shares, investment properties, and other CGT assets, including applying the 50% CGT discount for assets held over 12 months and calculating cost base accurately.
Yes. If you believe a previous return was incorrect or you missed deductions, we can review and amend returns. The ATO generally allows amendments within two years of the original assessment for individuals. Raymond Partners can assess whether an amendment is worthwhile in your case.
Book your individual tax return appointment with Raymond Partners in Warragul today.
Book Now 03 5622 3587