BY PHONE TAX REFUNDS

To make an immediate appointment without setting up your membership, click here.

By Phone Tax Refunds, super-convenient, all the work done before the call. Great no matter where you are. Fully optimised, fully supported.

Leading up to the call is a key period where we prepare your return from the data you have provided. There are tools, templates and links to ensure your information is right. The phone call is to explore your work life and ensure we have all of your deductions. We call this optimising your return.

More time, more care, better results.

In addition we work from a membership basis, where you will receive your own secure log in, personalised library of programmes and information (we call journeys), as well as 12 months of support to help you through buying investment properties, buying and selling shares and even in the unlikely event of a tax audit.

Reviewing your last 2 years tax returns affords us the bigger picture, enabling us to assess the viability of amending those returns and access additional refunds. Especially important if you have been doing them yourself or through a larger tax return vendor. Additional $145 / amendment.

How Does it Work

Step 1 is to create your FREE membership
Step 2 is to click through to the By Phone Refund Journey
Step 3 is to book an appointment
Step 4 is to prepare and send your information by email
Step 5 is us reviewing the informaiton you have entered
Step 6 is us calling you at a convenient time to optimise
Step 7 is payment and lodgement
Step 8 is tracking your refund
Step 9 is money in the bank