Get started
How would you like to get started?
Pick what you need help with, then choose the way that suits you: online, a weekday chat, or an evening or Saturday call. All prices include GST.
Individual tax return
Your tax return, three ways
Same return, same care. Choose online if you'd rather not meet, or book a time to talk it through.
No meeting needed
Online
$189 prepaid, or $199 pay later
Answer a secure online checklist and upload your documents. I'll prepare your return and only call if something needs a chat.
Mon 1–5pm · Tue–Fri 10am–5pm
Weekday chat
$189 prepaid, or $199 pay later
Talk it through by phone, Google Meet, or face to face in Carlisle or North Beach.
Tue–Thu 5–9pm · Sat 9:30am–1:30pm
Evenings & Saturdays
$199, pay later
By phone or Google Meet. Book at least 48 hours ahead.
Sole trader? Returns with a business schedule are from $329. Use any pay-later option above and choose sole trader, and I'll confirm your fee before I start.
Extras like a rental property, share or property sales, crypto or foreign income are from $55, and always quoted before any work starts. Prefer the fee taken from your refund? That's available for $30 extra.
Online, pay later
Start now, pay $199 later
Send a few basic details and I'll set you up. Within one business day you'll get your engagement letter to sign online, followed by your secure checklist.
You pay once your return is lodged, by invoice or from your refund.
Please don't include your tax file number or bank details here. They go in the secure checklist later.
Want the $189 price? Pay now and start instead.
Business tax
Companies, trusts, partnerships and packages
Start with a complimentary consultation. I'll look at what you need and give you a fixed quote before any work starts.
Mon 1–5pm · Tue–Fri 10am–5pm
Weekday consultation
Complimentary
By phone, Google Meet, or face to face in Carlisle or North Beach.
Tue–Thu 5–9pm · Sat 9:30am–1:30pm
Evenings & Saturdays
Complimentary
By phone or Google Meet. Book at least 48 hours ahead.
Exigo Finance
Home loans, refinancing and business finance
A complimentary lending consultation, with your tax position in view. Lenders usually pay our broker fee, so in most cases there's nothing for you to pay.
Mon 1–5pm · Tue–Fri 10am–5pm
Weekday consultation
Complimentary
By phone, Google Meet, or face to face in Carlisle or North Beach.
Tue–Thu 5–9pm · Sat 9:30am–1:30pm
Evenings & Saturdays
Complimentary
By phone or Google Meet. Book at least 48 hours ahead.
Please read our Credit Guide and Privacy Statement before we talk.
Not sure yet?
Start with a short chat
Tell me where you're at and I'll point you in the right direction. No pressure, no obligation.
How it works
Tax returns in three steps
Choose how to start
Online with no meeting, a weekday chat, or an evening or Saturday call. Whatever suits you.
Fill in your secure checklist
Sign your engagement letter online, then answer a short checklist and upload your documents in our secure portal.
Review, sign, lodged
I prepare your return and send it to you to check and sign online. Then I lodge it with the ATO.