Here at LUDA Financial Solutions, you might think of us as simply being financial planners in Joondalup, but that’s not how we see things.
We believe in offering our clients a holistic financial service, which is why our financial planning services start with the crucial foundations of family budgeting and cash flow management, and then moves onto mortgage advice, superannuation planning, personal insurances and business financial services too.
Income Tax Returns
From this month, we’re partnering with RSM who will be offering income tax returns for all our existing clients, friends, family, and anyone who is looking for a tax accountant this tax season.
RSM will review and complete income tax returns for anyone who would like a professional accountant to submit their tax returns for the latest tax year.
How Does It Work?
You can book an appointment with RSM online and come to our Joondalup office to meet with RSM accountants Trent Frost and Geoffrey Dwyer. They will go through your tax affairs and submit your return to the ATO. We have a private office where your appointment will be conducted, ensuring the utmost confidentiality.
When Can I Come?
Geoffrey and Trent will be available fortnightly on Tuesdays at LUDA’s office, from 9am to 6pm, starting on Tuesday 18 July until the end of October. If the service is very popular, we will be adding more days and times.
How Much Does It Cost?
Personal tax returns start from $220 with discounts available for students, retirees and couples. RSM can also complete tax returns for sole traders, small businesses, and those with investment properties or capital gains tax affairs.
If you’d like general tax advice, appointments are designed to cover this too – please enquire for pricing for advice appointments.
How Do I Book?
When you book your appointment online, you’ll be allocated your chosen time and be sent a confirmation email along with a checklist of what they will need to complete your tax return.
If you need a professional to complete your tax return in Joondalup, book your appointment online here now and use RSM to make sure your tax affairs are in order!