FOUR ways to complete your tax returns

This year we have developed FOUR ways you can complete your tax return to make it as convenient and (of course) as safe as possible for you:

1. In house appointments at 60 Thuringowa Drive, Kirwan as normal.

2. Appointments via the video conferencing Zoom platform in the comfort of your own home or workplace.

3. Telephone Appointments for those who are out and about or not quite so tech savvy.

4. Email appointments, for those who like to email in all their data or are on the go.

To make your tax return appointment call the office on 4773 4088, email; [email protected] or go to Book an appointment.

Facebook.

Tax Refund Ahead

It’s July, and it’s tax refund ahead time.  The question then arises, “What to do with it?

Every year we complete thousands of income tax returns amounting to millions of dollars.  I sometimes wonder if the funds are spent in a way that both helps and beneficially satisfies our clients.  The people at ASIC have made some suggestions which are worth you taking some time to consider.  You get go through these in detail on their MoneySmart page.  They suggest five ways to best utilise your tax refund.

  1. Pay off debts like Credit Cards, Personal Loans or Mortgages.  This will give you some space if you ever get into a tight spot financially.  You will also be debt free sooner.
  2. Create an emergency fund. Have you ever wondered what you would do if you were unexpectedly laid off your work, or if you became chronically ill.  There could even come some weather event or disaster which affects your whole community.
  3.  Contribute extra to your super.  I never took much notice of my super balance until I started getting a little closer to retirement.  That was unfortunate for me because the longer your money sits in the super fund the more interest it earns for you.
  4. Consider investing your windfall.  Once you place your funds into an investment you are less likely to fritter it away on non-essentials.  It will then have the opportunity to grow.
  5. Financial Advice.   Once you investment becomes a little larger it will be worth your consideration to seek advice on how to best invest your savings.

So what to do with your tax refund this year?  I must admit quite a few of my tax refunds have gone to replace the family refrigerator, or a new big television, or that family holiday.

Well, happy tax refund for 2018!

Tax Season is officially upon us and what a year so far!

Welcome to the 2020 Concord Tax, Tax Season The 2020 Tax Season is officially upon us and what a year we have had so far!  This year has seen us working in our office as we normally would to working from home for two months to hiring an additional FOUR staff members to join the Concord Tax Family in the lead up to our Infamous Tax Season! 
Have you booked in for your appointment yet? For the next couple of months we be extending our trading hours to:
Monday to Friday 8am to 7pm
Saturday 8am to 5pm
This year we also have had to change the way we do things a little and as a result we have accommodated a more flexible way of doing your tax return.  We now have 4 ways you can complete your tax this year.
1. In house appointments at 60 Thuringowa Dr, Kirwan.  Taking into account the current COVID-19 Social-distancing restrictions, measures have been put in place in the office to accommodate our usual in-house appointments. 2. Tele-Tax Appointments. These are appointment can be completed in one of two ways for your convenience, either over video conferencing using Zoom or over the phone.
3.Email Appointments.
This is where you can email through all of your documents and the accountant will complete your return and email it back to you for signature. Did you know you can book online? Online booking is another service we are providing to make it easier for you to make an appointment with your accountant. While we will always have our phones mans during trading hours, we understand that sometimes people remember at odd hours of the day to make appointments, therefore having our online booking system means that you can literally make the appointment when you remember at midnight on a Sunday night when our phones are not being manned!

To book your appointment online simply click here
and choose which appointment you would like to make.

What to expect this Tax Season Over the next few weeks and months we will be sending out regular emails and Facebook blasts with our tax time hints and tips as well as introducing all our Concord Tax Family members, so stay tuned for our updates!   This Year’s Checklist Keep an eye on your email over the next couple of days for this year’s 2020 Tax Time Checklist! We are looking forward to seeing you this Tax Season and can’t wait to hear about your past year.