Individual Tax Returns
Here at McHenry Partners we specialise in helping business owners. Having said that, we also assist individuals with the preparation of their personal income tax returns and provide them with financial planning services. We help our individual clients legally minimise their income tax liability and implement tax effective strategies like negative gearing to help them grow their personal wealth.
We recognise the importance of personal income tax returns and a significant number of our business clients started out as simple salary and wage “I” Returns. Many of these individuals started or purchased a business, became investors, share traders, established a self managed super fund or purchased a negatively geared property.
Our individual clients now include, but are not limited to a range of professions including:
- Hairdressers
- Architects
- Artists
- Carpenters
- Police Officers
- Nurses
- Waitresses
- Taxi Drivers
- Dentists
- Chefs
- Mechanics
- Doctors – GP’s
- Electricians
- Tradesmen
- Construction Workers
- Physiotherapists
- Pilots
- Truck Drivers
- Executives
- Sales Representatives
- Apprentices
- Fire Brigade Members
- Plumbers
- Medical Specialists
- Pharmacists
- Osteopaths
- Ambulance Officers
- Couriers
- Real Estate Sales
- Engineers
Services We Offer
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Business start-up
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Business Planning
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Management reporting
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Budget & Cashflow forecasting
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Establishing Key Performance Indicators KPI's
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Business Improvement Strategies
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Accounting system advice & support
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Business Coaching & mentoring
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Business Structure Advice
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Social Media & Marketing workshops
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Buying & Selling business advice
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Business Succession Planning
For your convenience we offer you a number of ways to complete your personal income tax return including:
FACE TO FACE MEETING – This is our favourite option because we enjoy meeting with our clients and it often leads to discussions about tax planning opportunities. Part of our client brief includes asset protection and wealth creation which is really best suited to a face to face meeting. Call or email us today and schedule your personal appointment with one of our tax specialists. If you’re not sure what to bring on the day, download our checklist for individual tax returns from the useful links and forms section of our website. It also contains checklists for rental properties, share traders and investors. In most cases, your return is complete before you leave the office and we electronically lodge that day, so you get your refund as soon as possible.
E MAIL – If you prefer to do the whole thing electronically we can accommodate you by email. Simply scan your PAYG Payment Summaries and other related documentation and email them to us. We will contact you with any questions and email you the outcome. We can then deliver your completed tax return as a PDF. Please note, we don’t recommend this option for new clients who might have some unusual issues to discuss.
TAX-by FAX – If your schedule is too busy for a sit down meeting you might consider our fax service. Contact the office to establish what documentation we need and spend 5 minutes on the phone to answer a few questions and update our database. We’ll prepare your return and send it to you promptly for signing and lodgement. Again, we don’t recommend this option for new clients.
SNAIL MAIL – Maybe you’ve moved house or don’t have access to the technology so we still process returns by mail. Call the office to find out what documentation we require and give us 5 minutes to go through a few questions and update our database. Download our checklist for individual tax returns if you’re not sure what to send us.
If you have any queries in relation to our service options contact us today and you can download our individual tax return checklist from here.
Client Testimonials
“McHenry Partners have been supporting our building and development business for many years and find them to provide a brilliant service. I’m one to focus on the building operation of the business and prefer not to be dealing with the financial management side of the business. McHenry Partners support us with bookkeeping, accounting and tax services for a fixed monthly fee which works really well. It allows me to focus on what I’m passionate about.”
Darren Gould
Redhouse Developments
We have been conducting business with McHenry Partners for 14 years, firstly just for taxation purposes but also financial planning and retirement strategies.
Sam Adigrati from Vostro Private Wealth has been very supportive of our financial investment matters. When there is any information we require about our financial affairs, having both Vostro Private Wealth and McHenry Partners, we know we have the best of both worlds and complete peace of mind that they have our affairs in order.
Both businesses are very helpful, friendly, informative and cooperative.
Graham & Lynny Ingles
“We have been utilising McHenry Partners services for 15 years. They encourage us with initiatives that we could benefit from, promptly respond to our requests and always try to minimize our taxes in appropriate ways. McHenry Partners have been a great sounding board for any business or investment matters we would like to discuss. Their client social events are pretty good fun! We would highly recommend their services.”
Andy & Tina Kiss
Thompson Kiss Electrical
“We have had a strong business relationship with McHenry Partners for 20 years now! We continue to find their accounting, taxation, business consulting and financial services to be very professional and have been a great support for us during our business journey.”
John Spence
Prestige Caravans Geelong
“While we felt we had great educational products and services, we were struggling to effectively market these to increase sales and our business seemed to be ‘treading water’. McHenry Partners really helped us to focus on the key profitable services and clarified the target market to promote these services. We contracted the right sales people with incentives for them to perform well. As a result our sales have doubled in each of the last two years without increasing administration staff. Our quarterly consulting meetings with McHenry Partners involving discussing our recent financial performance but more importantly guides us on what actions we need to do to improve the business over the following three months. Our business has come a long way in a short period of time.”
Donna Bowman
Enhance Your Future
I have medical practices in Geelong and Ballarat.Before moving to McHenry Partners my prior accountant was charging me large compliance fees and lodgments were being made late.
My bookkeeper, accounting software and the accounting firm just wasn’t working well enough and I felt like I was being left in the dark.
Making the move to McHenry Partners resulted in positive changes:
- A cloud-based accounting system was adopted.
- A better bookkeeping solution was offered at a more cost-effective rate.
- Communication of financial results and tax position is excellent.
I am now well informed and compliance lodgments are on time.
This has made my life less stressful knowing things are well under control.
McHenry Partners are always available to quickly respond to my queries and it has been a pleasure to work with them.
www.medicaid.com.au/medicaid-Geelong
Dr. Carl Grace
MedicAid
Supporting Businesses & Individuals Across Greater Geelong
We work with clients throughout Geelong and surrounding suburbs, including:
Make a Change…
Get in touch
Not getting what you need from your current accountant? McHenry Partners are here to change things for the better.
Our initial free consultation will identify whether you're comfortable with our personality, style, service & value that is to be provided so you can make an informed decision to engage us.
We will provide an ethical letter to your Accounting firm advising we are managing your financial compliance obligations from here and request any information that we may need.
We will agree with you on the services you require from us over the next 12 months and agree on a fee amount and payment terms that are suitable to both parties
Book your free 30
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Phone on 1300 789 844
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