Individual Tax Returns

Individual Tax Returns Burwood NSW — Fast, Accurate & Affordable ATO‑Compliant Tax Services

Lodging your individual tax return shouldn’t be stressful or confusing. At Burwood Tax Returns, we provide fast, accurate and affordable tax services for individuals across Burwood NSW and the Inner West. As a CPA‑qualified tax agent, we ensure your tax return is prepared correctly, maximises your deductions and meets all ATO compliance requirements.

Whether you’re an employee, investor, landlord, contractor or retiree, we prepare your tax return with professional documentation, clear communication and fixed‑fee pricing

Complete Individual Tax Return Preparation

We prepare individual tax returns for:

  • Employees
  • Contractors
  • Investors
  • Landlords
  • Sole traders with mixed income
  • Students
  • Retirees
  • First‑time lodgers
  • Late or overdue returns

Every individual tax return includes:

  • Full deduction review
  • ATO‑compliant documentation
  • Income reconciliation
  • Investment reporting
  • Rental property schedules
  • Capital gains tax reporting
  • Private health insurance reporting
  • Medicare levy calculations
  • Tax minimisation strategies

We ensure your tax return is accurate, complete and lodged correctly

Maximising Your Tax Deductions

We review all eligible deductions to ensure you claim everything you’re entitled to, including:

Work‑Related Deductions

  • Motor vehicle expenses
  • Travel expenses
  • Uniforms and protective clothing
  • Tools and equipment
  • Home office expenses
  • Internet and phone usage
  • Union fees
  • Professional memberships
  • Training and education

Investment Deductions

  • Interest on investment loans
  • Share trading expenses
  • Managed fund fees
  • Financial advice fees
  • Capital gains tax adjustments

Rental Property Deductions

  • Interest on investment loans
  • Depreciation schedules
  • Repairs and maintenance
  • Council rates
  • Strata fees
  • Insurance
  • Property management fees
  • Water usage
  • Advertising for tenants

We ensure your deductions are maximised while remaining fully compliant with ATO rules

Income Types We Handle

We prepare tax returns for all income types, including:

  • Salary and wages
  • Contractor income
  • ABN income
  • Investment income
  • Dividends
  • Managed funds
  • Rental property income
  • Capital gains
  • Cryptocurrency gains
  • Foreign income
  • Centrelink payments
  • Superannuation income streams

We ensure all income is reported correctly and reconciled with ATO records

Rental Property Tax Returns

Rental property owners must report income and expenses accurately. We prepare:

  • Rental schedules
  • Depreciation reports
  • Loan interest calculations
  • Repairs vs capital improvements
  • Capital gains tax reporting
  • Property management fee reconciliation

We ensure your rental property tax return is accurate and compliant

Capital Gains Tax (CGT) Reporting

Capital gains tax can be complex. We assist with:

  • Share sales
  • Managed fund disposals
  • Cryptocurrency disposals
  • Investment property sales
  • CGT discount calculations
  • Cost base adjustments
  • Record‑keeping requirements

We ensure your CGT reporting is accurate and compliant

ATO Compliance & Documentation

We prepare all required documentation, including:

  • Deduction schedules
  • Rental property schedules
  • CGT schedules
  • Private health insurance statements
  • Medicare levy calculations
  • Income reconciliation reports

We also assist with:

  • ATO letters
  • ATO audits
  • Payment plans
  • Compliance queries
  • Lodgement extensions

We provide full support throughout the year.

Late & Overdue Tax Returns

If you have overdue tax returns, we can help you catch up quickly and safely. We assist with:

  • Multiple years of overdue returns
  • ATO correspondence
  • Penalty reviews
  • Payment plans
  • Compliance support

We help you get back on track with the ATO

First‑Time Lodgers & Students

We assist first‑time lodgers and students with:

  • TFN registration guidance
  • Income reporting
  • Deduction review
  • ATO compliance
  • Simple tax returns

We make the process easy and stress‑free

Individual Tax Planning & Strategy

Tax planning helps reduce tax and improve financial outcomes. We assist with:

  • Work‑related deduction planning
  • Investment tax planning
  • Rental property tax planning
  • Capital gains tax planning
  • Superannuation strategies
  • Private health insurance tax planning

We help you plan ahead so tax time is predictable and efficient

Our Process — Simple & Professional

Step 1 — Contact Us

Call or email to discuss your tax needs.

Step 2 — Provide Your Documents

We’ll tell you exactly what we need.

Step 3 — We Prepare Your Tax Return

Prepared by a CPA‑qualified tax agent.

Step 4 — Review & Approve

You review your tax return before lodgement.

Step 5 — Lodgement With ATO

We lodge your tax return electronically.

Step 6 — Year‑Round Support

We assist with ATO letters, audits and compliance

Ready to Lodge Your Individual Tax Return?

Call or Email Us Today

  • Phone: 02 9744 6866
  • Email: info@burwoodtaxreturns.com.au
  • Location: Near Westfield, opposite Burwood Park, Burwood NSW 2134

Burwood Tax Returns provides fast, accurate and affordable individual tax returns, rental property schedules, capital gains tax reporting and ATO compliance services in Burwood NSW and surrounding suburbs. Contact us today for professional tax preparation and year‑round support