Pay InvoiceTax Planning Sessions

Individual Tax

Get in touch

Personalised Tax Solutions Just for You

Are you a full-time employee? A part-timer? Maybe you’re juggling gigs in the ever-growing gig economy. No matter your situation, we’re here to help you get the most from your tax return. You might be missing out on deductions or credits simply because you don’t know about them. Why leave money on the table?

1300 417 399
Clear Tax Accountants

A Tailored Approach To Personal Accounting

Our experienced team not only prepares personal tax returns but also offers services like reviewing past filings, filing multiple-year returns, and even helping to reduce your tax debt. Whatever your tax needs, we’ve got you covered.

It’s easy to get confused about what counts as taxable income and what deductions you’re entitled to. That’s where we come in. We’ll help you gather everything you need, ensuring you don’t miss any claimable deductions. We cover:

  • Employment income from salaries or wages
  • Earnings from superannuation, annuities, and pensions
  • Investment returns from property, shares, or dividends
  • Business income if you’re self-employed
  • Income from overseas
  • Any government payments you’ve received
Individual Tax

Planning Ahead: Tax And Financial Planning Services

At Clear Tax, we don’t just help with your current tax return and how to avoid common individual tax mistakes—we can also help set you up for success in the future. Are you thinking about investing in property? Curious about capital gains tax? Maybe you have income from stocks or other investments and aren’t sure how to report it. These things can feel tricky, but with our help, they don’t have to be.

We’ll work with you to create a smart tax strategy that keeps you in the best possible financial position moving forward. Tax time doesn’t have to be something you dread—it can be an opportunity to improve your financial situation if you know how to approach it.

Learn More

Talk To Us Today

About tax planning & income tax returns, investments or whatever financial worries you may have.

Second Look Assessments, Tax Debts And Multiple Year Tax Returns

  • Second look assessments and reviews

    If you disagree with your tax assessment, are not sure that you have received your maximum refund, or simply want to get a review of your previous tax return, we can undertake a second look assessment on your behalf.

    The aim of this is to make sure you get all deductions and rebates that you should, and if we find any errors we will file an amendment so that you get back any missing money you are entitled to. Any fees incurred in a second look assessment are tax deductible.

  • Tax debts

    Clear Tax business and personal accountants have extensive experience in working with the ATO and can undertake tax negotiation and settlement services on your behalf.  For instance, in some instances we can get interest that you have been charged remitted, or negotiate a payment plan for you. If you have overlooked deductions that would have reduced your debt, we can prepare an  amendment that reduces or removes your debt to the ATO.

  • Multiple years tax returns

    If you have missed a tax deadline, or you have an outstanding or overdue tax return, our Melbourne accountant team can help.

    We will check your current lodgement status with the ATO in order to discover what details have been reported, and any years that may be outstanding. We will then work in partnership with you to get you up to date as soon as possible.

    If you have been advised that you are required to lodge so as to avoid having to pay a penalty, Clear Tax will negotiate with the ATO on your behalf, advising them that your returns are being completed. If penalties have been issued, we will work on your behalf to have these returned.

Contact Us
0

+

5 Star Google Review

Read reviews of our accounting and financial services

What our clients say about our Melbourne accounting services

Enquire Now
I have worked with Clear Tax Accountants in Richmond Melbourne for about one year. They have managed my returns, my Jobkeeper, my grants and all they have done very professionally and are a wonderful friendly group of friends. I recommend them if you’re considering an accounting firm.
Great job to all of your Clear Tax teams. As the name states its been a very clear advice and efficient. Always helpful to develop our business via free seminars. Great job guys.
I have been dealing with Yuvraj for number of years. His personal, professional and prompt service is second to none, one of the many reasons i have referred her to my clients and friends. will continue to do so. Without a doubt, 5 star all the way.
Their services are dependable, quick, and reasonably priced. They keep me informed about new tax legisaltion that may affect my position and will assist me reduce the amount of tax I owe or maximise my refund. I’m certain that my taxes are being handled in the most efficient manner possible. Thank you very much!
Highly recommended clear tax accountant. Ash and Manish and the team are providing the best services in Melbourne, extremely helpful, knowledgeable and professional. They are very responsive and answer all your queries. Always happy with their work so thank you very much.
Ash and Yuvraj are a great team. They genuinely care and help people. They are professional and friendly. No matter how busy they are, they will always get back to you. I have called Ash few times and he has always called back irrespective of the time, always chirpy even over the phone. I would highly recommend their team.
Ash and the team at Clear Tax have been absolutely spot-on for me and my business. Thorough, informed, approachable and, above-all, affordable, their company provides an incredibly refreshing and forward-thinking alternative to the more ‘old-school’ accountancy firms. Thank you for helping me in an area of business I do not love!
We are delighted with the service Ash and his team at Clear Tax Accountants has afforded us since we joined them. They are very forward thinking utilising new software apps and technology. Most importantly for us, they are always accessible to help and answer our queries, as well as taking the time to get to know more about our business, Government Grants and how it works – a rare thing!
Excellent Service & help with all aspects of my accounts. Working as a micro-business I have little time to spend on accounts and the team at Clear Tax Accountants have looked after me brilliantly from the very beginning. I feel I am in safe hands and they answer queries in a very straightforward manner so I understand everything in order to decide what to do best for my business. Delighted with Ash and Yuvraj. Thank you!
We are delighted with the service Ash and his team at Clear Tax Accountants has afforded us since we joined them. They are very forward thinking utilising new software apps and technology. Most importantly for us, they are always accessible to help and answer our queries, as well as taking the time to get to know more about our business, Government Grants and how it works – a rare thing!

Frequently Asked Questions

About Individual Tax
Below are answers to some of the most common tax return questions our accountants get asked.
  • How Can A Personal Tax Accountant In Melbourne Help Me Pay Less Tax?

    There are many ways in which a personal tax accountant in Melbourne can help you pay less tax. Here are the 3 main avenues for reducing the tax you pay:

    • Claim all the deductions and tax offsets to which you are entitled.
    • Structure your affairs in a way that minimises your tax liability.
    • Negotiate with the ATO to obtain a more favourable tax outcome.

    A personal tax accountant in Melbourne can also help you save money on your tax by ensuring that you are not paying any more tax than you need to. A personal accountant can pursue the 3 main options for tax minimisation listed above, as well as give you further advice that is relevant to your situation.

    If you are looking to save money on your tax, then you should consider using the services of a personal tax accountant in Melbourne.

  • How Do I Pick A Good Personal Tax Accountant?

    There are a few things you should look for when choosing a personal tax accountant. Firstly, they should be registered with the Tax Practitioners Board and hold a current public liability insurance policy. Secondly, they should have a good understanding of the tax laws and be up to date with any changes that might affect your tax situation. And thirdly, they should be able to provide you with a competitive quote.

    When it comes to choosing a personal tax accountant, you must find one that you can trust. This means finding someone who is knowledgeable and experienced in the field of taxation. It also means finding someone willing to work hard on your behalf to get you the best possible return.

    The team at Clear Tax is here to help you get the absolute best result for all your personal tax matters. Get in touch with us today to find out why we are the best personal accountant for you.

  • Why Should I Avoid MyTax?

    MyTax – the tool you see on the ATO platform – is a good solution for people with less complex tax matters, who aren’t claiming many deductions or don’t have any investment income to declare. The tool has been developed to simplify taxation and make it easier for people to process returns quickly.

    This also means that it is limited in scope. If you have a complex tax situation, then you may not be getting the best possible return. Using MyTax can also mean you miss crucial details in your return that can lead to fines.

    It’s always best to go with a personal tax accountant to maximise your return. The team at Clear Tax is here to help you get the most out of yours. Better yet, our personal tax accountant fees are 100% tax deductible.

  • Do I Need An NFP Accountant?

    If you are thinking of starting a not-for-profit organisation, or if you are already running one, it is essential to seek professional advice to ensure that you are meeting your tax obligations. A qualified accountant can help you understand the different tax exemptions and what you need to do to retain them.

    The team at Clear Tax have worked in the NFP accountancy space for years, and can help you navigate the requirements. We can help to protect your organisation’s finances, and will give you peace of mind knowing that you are operating within the law.

Didn’t answer your questions? Contact Us

Contact Us

Please fill this form and we will get to you ASAP.