Individual Tax & Accounting Services in Scarborough, Perth WA

Local Tax Agent for Personal Tax Returns, Investment Properties, CGT & ATO Help

Based in Scarborough, Perth, we provide expert individual tax and accounting services to clients across the northern suburbs and greater Perth region. Whether you’re a local employee, property investor, retiree, or have overdue tax returns, we help you stay ATO-compliant, maximise your tax refund, and feel in control of your finances.

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Tax return services for individuals

Individual Tax Return Preparation & Lodgements

  • Salary & wage (PAYG) earners
  • Centrelink and pension recipients
  • Investment income: shares, dividends, managed funds

    • Rental Property Tax Services (Scarborough & Surrounds)

  • Depreciation schedules and expense claims
  • Multiple property portfolios
  • Advice tailored to the WA property market

    • Capital Gains Tax (CGT) Advice & Reporting

  • Sale of shares, crypto, or WA investment properties
  • CGT minimisation strategies
  • Main residence exemption advice

    • Late or Outstanding Tax Returns

  • We help Scarborough locals get back on
  • Lodge multiple overdue returns
  • Negotiate with the ATO on your behalf

    • Tax Return Amendments

  • Correct mistakes or add missed deductions
  • Peace of mind that your return is accurate

    • ATO Debt & Payment Plans

  • Set up ATO-approved payment plans
  • Apply for debt deferrals
  • Avoid penalties and manage tax debt stress-free

    • Fringe Benefits Tax (FBT) Advice

  • Salary packaging and novated lease support

    • Medicare Levy Surcharge & Private Health Checks

    Foreign Income & Residency Advice

  • Declaring overseas income
  • Understanding Australian tax residency status

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    Personal Tax Planning & Financial Advice in Perth

    Tax Planning & Income Minimisation Strategies

  • Reduce your tax legally
  • Smart timing of deductions and income
  • Tailored advice for high-income earners and investors

    • Superannuation Contributions Advice

  • Personal deductible contributions
  • Understand concessional vs. non-concessional caps

    • Budgeting & Personal Cash Flow Planning

  • Cash flow tools and financial clarity
  • Support for savings goals or big life changes

    • Retirement Tax Support (Non-AFSL)

  • Coordinate tax planning with your financial adviser
  • Tax-effective strategies for retirement incom

    • PAYG Withholding Variation Reviews

  • Ideal for property investors or those with variable income

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    ATO Support & Recordkeeping Help in Scarborough

    Help with myGov & ATO Online Services

  • Set up and link your accounts
  • Navigate ATO tools with confidence

    • Digital Recordkeeping Setup

  • Expense-tracking tools and logbook templates
  • Tips for staying organised year-round

    • Tax Checklists & Deduction Templates

  • Profession-specific deduction guides
  • Ready-to-use templates for car and work expenses

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    Who We Help

    We proudly serve Scarborough locals and clients across Perth, including:

    PAYG employees

    Centrelink recipients

    Property and share investors

    Retirees and early super accessors

    Expats and foreign income earners

    Why Choose a Local Scarborough Tax Agent?

    With over 15 years’ experience as a registered tax agent and accountant — and as a small business owner myself — I understand the financial pressures individuals face. My focus is on:

    • Friendly, local service you can trust
    • Fixed, transparent pricing
    • Clear, jargon-free advice
    • Fast response times — no waiting weeks to hear back
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    Need a Tax Agent in Scarborough?

    Make tax time simple with local expertise. Based in Scarborough WA 6019, we help individuals across Doubleview, Trigg, Innaloo, Karrinyup, Osborne Park, City Beach, and greater Perth.

    Contact us now for expert personal tax help near you

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