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A friendly, understanding tax agent?

By jayskette 12 June 2012 6

Hi all,

Looking for a friendly and understanding tax agent. My paperwork-hating other half is scarred after salvaging what’s left of previous years’ tax stuff from floods and wrongly trusted an agent from a big chain in Civic last EOFY who then decided to stop practising and closed down the office without telling anyone!!

Please post any recommendations/spruik your wares – thanks in advance!

What’s Your opinion?

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6 Responses to
A friendly, understanding tax agent?
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DUG 10:16 am 10 Jul 12

I used to do it myself with E-tax. one year it told me I owe $500, I tried a bunch of variations. in the end I saw Bill and he got me $2k back! It’s been a pretty steady return since then.

William Mckell
02 6247 1111

cassmith 8:06 pm 27 Jun 12

If you are looking for an agent we are currently taking on clients.
We are located in Dickson and have a full price basic individual option, or if you want to fill in our individual schedule and don’t want an appointment we offer a discounted rate.

Given the tone of the post I’m assuming you would prefer a sit- down chat. So the discounted option might not be what you are looking for.
If you are after more then just a tax return we can also help you in other financial areas.

We are also trying to give twitter a go, so if you have any basic tax questions you would like answered you can get us through there – @wfscanberraaus
Good luck with your search!

dibs 6:24 pm 13 Jun 12

They offer an online service and if you would prefer a face to face meeting in Canberra this can be arranged also

Snarky 1:46 pm 12 Jun 12

If your setup really does require an agent’s help (eg small business) I’ve found Paul Clark very good. He’s in Barton.

greyswandir 1:40 pm 12 Jun 12

Seconding ‘e-tax if your taxes are straightforward’. It’s really easy. Plus after you’ve done it once, you can key in a passcode-thingy and all your basic details (name, age, address, TFN etc) will be pre-filled in each subsequent tax return.

They don’t have a mac version, though, which is pretty annoying.

beejay76 12:33 pm 12 Jun 12

After being scarred myself, way back in the early nineties, I got my tax done every year professionally. The last two years I have downloaded the ATO’s e-tax pack. It’s brilliant. Rather than pay someone to use software with skip logic, I just use the software myself. There’s help built-in (for those questions with 5 sub-clauses) and clear definitions. If your taxes are horrendous then perhaps it’s not the best option, but if you have fairly typical deductions and income sources, it may be worth a look.

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