Individual Tax Return Specialists
Take the Stress Out of Tax Time
Cruz & Co. provides expert guidance and support for lodging your individual tax return, ensuring you claim everything you’re entitled to.
Book a Free Consultation
Navigating the Tax Maze
“Tax time can be confusing and time-consuming. Understanding the latest tax laws, deductions, and offsets can be overwhelming, especially if your financial situation is complex. Cruz & Co. takes the stress out of tax time. Our expert tax accountants provide personalised guidance and support, ensuring you meet your obligations and maximise your return.”
Comprehensive Individual Tax Return Services
Cruz & Co. offers a full suite of individual tax return services to simplify your tax obligations:
Income Tax Return Preparation
Accurate and efficient preparation of your tax return, ensuring all eligible deductions and offsets are claimed.
Tax Planning and Advice
Proactive strategies to minimise your tax liability and maximise your financial outcomes.
ATO Liaison
Representing you in communications with the ATO, handling queries and audits.
Complex Tax Situations
Expert guidance for complex tax scenarios, including capital gains, investment income, and rental properties.
Record-Keeping Assistance
Support with organising your financial records for a smooth tax lodgement process.
Advantages of Choosing Cruz & Co. for Your Tax Return
Partnering with Cruz & Co. for your individual tax return brings significant benefits:
Maximised Returns
Ensuring you claim everything you’re entitled to.
Peace of Mind
Knowing your tax affairs are in expert hands.
Time Savings
Freeing up your time to focus on other priorities.
Reduced Stress
Avoiding the hassle and confusion of tax time.
Compliance and Accuracy
Minimising the risk of errors and ATO penalties.
Start Your Personal Tax Return
The first step is to complete your Client Assistant Schedule (CAS). This helps us collect your tax information, identify any supporting documents required, and streamline the preparation of your tax return.
I have a Google account
Use this form if you have a Google account and wish to complete your CAS using our Google Form.
Complete Google CAS Form →I do not have a Google account
Use this form if you do not have a Google account or prefer to complete the standard online CAS form.
Complete Standard CAS Form →Finished Your Client Assistant Schedule?
Once you’ve completed your Client Assistant Schedule (CAS), you can book a consultation with Ritchie to discuss your tax return.
Book Your Appointment →What Happens Next?
Once you’ve completed your Client Assistant Schedule (CAS), we’ll guide you through the remainder of the process.
Complete Your CAS
Submit the appropriate Client Assistant Schedule together with any requested information.
Upload Supporting Documents
If required, upload your tax documents and supporting records through our secure client portal.
We Review Your Information
We’ll carefully review everything you’ve provided and contact you if any additional information is required.
Tax Return Preparation
Once all required information has been received, we’ll prepare your tax return for your review.
Lodge with the ATO
Once you’ve approved your tax return, we’ll lodge it with the ATO and send you confirmation.