Book Your YOUtax Agent

Ready to meet with Your YOUtax agent this tax season?
We can’t wait to talk tax with YOU.
All Tax appointments are held conveniently online over Teams or Zoom.

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Who We Support

Let’s Talk Tax

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Expertise: Client Services Manager and ATO Liaison.

Kayte has been supporting clients in the accounting industry since 2005. She is your friendly voice on the other end of the phones guiding you through your tax and financial journey. Her superpower is negotiating best outcomes with the ATO so you donโ€™t have to.

Fun fact: Kayte gets more of a workout from laughing at herself during Zumba than she does trying to do the actual moves!

Your Personalised Tax Advisory Service

The YOUtax Promise:

No matter the complexity of your tax matters, YOU come first. At YOUtax, we believe in personalised service tailored to your unique financial situation. When you book an appointment with us, you’re guaranteed to meet with a dedicated YOUtax advisor who will provide expert guidance and support every step of the way.

What Sets Us Apart:

  • Personalised Advice, Tailored to You: Whether your tax needs are simple or highly technical, our advisors are committed to understanding your individual circumstances and providing customised solutions that work for you.
  • Dedicated Time for Every Appointment: We value your time and investment in our services. That’s why each appointment with a YOUtax advisor is a minimum of 30 minutes, ensuring ample opportunity for thorough discussion and analysis. Additionally, certain add-on services come with extra time allocation to address all your concerns comprehensively.

Experience the YOUtax Difference:

Join the countless clients who have experienced the peace of mind that comes with personalised tax advisory services. Book your appointment today and let us help you navigate your tax journey with confidence.

You can book your meeting up to 24 hours in advance
Please choose your time carefully.

If you require additional time outside the scope of your service agreement this will be additionally charged.

When booking your appointment time please note the following conditions;
– You must have signed your letter of engagement or service agreement & paid the required deposit outlined in your agreement prior to the appointment time.
This is a legal compliance requirement, and we cannot meet unless this requirement is met.
I would like to request a Letter of Engagement
– Tax Chat appointment fees are already billed as part of your engagement or service agreement.
– Technical Tax Chat appointments are charged at the time of booking.
– When choosing an appointment with Add-on services this will increase the appointment discussion time. 
Add-ons may include: additional discussions on
– Shares, Vested or ESPP,
– Capital Gains (CGT) events, 
– Rental Property schedule review.

Please follow these links when booking for Special Events or Special Promotions
Mable Tax Benefits Program or Digital YOUtax Week for Corporate Partner Employees

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Danni

Danni has 10+ year of experience in Tax acounting and can support you with advice in the following areas:
Income Tax returns for Individuals/Couples/Families, ABN Sole Traders incl GST, Business Advisory and Tax for Companies, Trusts, Partnerships, Small Business Tax Advice, Payroll, Superannuation and Tax Planning.

 

Select your appointment below:ย 

๐Ÿ—“๏ธ 30 Mins Tax Chat –ย 
Individual Tax return

๐Ÿ—“๏ธ 45 Mins Tax Chat
Individual Tax return + Add-ons

๐Ÿ—“๏ธ 45 Mins Tax ChatFamily Tax – joint with Spouse/Partner

๐Ÿ—“๏ธ 1 Hr Tax Chat – Family Tax – joint with Spouse/Partner + add-ons.

๐Ÿ—“๏ธ 45 Mins Tax Chat
Tax return + Side Hustle Business Schedule

๐Ÿ—“๏ธ 1 Hr Tax Chat
Tax return + Side Hustle Business GST Registered

๐Ÿ—“๏ธ 1 Hr Technical Tax Chat – Billed Upfront $330

๐Ÿ—“๏ธ 30 Mins Technical Tax Chat – Billed Upfront $165

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Emma

Emma is the founder and director of YOUtaxย  Emma shines in providing tax strategy advice looking for future tax opportunities and not focussing just on past year compliance.
Emma is popular for her Technical tax advice in areas Foreign Residency, CGT events and employee shares incl RSU’s and ESPP’s.

Emma can also advise you in the following areas:ย  Income Tax returns for Individuals, ABN Sole Traders incl GST, Business Advisory and Tax for Companies, Trusts, Partnerships, Small Business Tax Advice, Payroll, Superannuation, Tax Planning and Technical Tax Advice.

Select your appointment below:ย 

๐Ÿ—“๏ธ 30 Mins Tax Chat –ย 
Individual Tax return

๐Ÿ—“๏ธ 45 Mins Tax Chat
Individual Tax return + Add-ons

๐Ÿ—“๏ธ 45 Mins Tax ChatFamily Tax – joint with Spouse/Partner

๐Ÿ—“๏ธ 1 Hr Tax ChatFamily Tax – joint with Spouse/Partner + add-ons.

๐Ÿ—“๏ธ 45 Mins Tax Chat
Tax return + Side Hustle Business Schedule

๐Ÿ—“๏ธ 1 Hr Tax Chat
Tax return + Side Hustle Business GST Registered

๐Ÿ—“๏ธ 1 Hr Technical Tax Chat – Billed Upfront $330

๐Ÿ—“๏ธ 30 Mins Technical Tax Chat – Billed Upfront $165

 

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First Available

If you have no preference and would like to book your appointment on a first available basis please book below.

 

Teams online appointments are the only method available when booking a first available appointment.

 

Select your appointment below:ย 

๐Ÿ—“๏ธ 30 Mins Tax Chat –ย 
Individual Tax return

๐Ÿ—“๏ธ 45 Mins Tax Chat
Individual Tax return + Add-ons

๐Ÿ—“๏ธ 45 Mins Tax ChatFamily Tax – joint with Spouse/Partner

๐Ÿ—“๏ธ 1 Hr Tax ChatFamily Tax – joint with Spouse/Partner + add-ons.

๐Ÿ—“๏ธ 45 Mins Tax Chat
Tax return + Side Hustle Business Schedule

๐Ÿ—“๏ธ 1 Hr Tax Chat
Tax return + Side Hustle Business GST Registered

 

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