Your YOUtax Journey
I'm New to YOUtax and I Need Help with My Tax Matters.
To get started, please complete our sign-up form so we can understand your tax circumstances and the services you require. You’ll then receive an email from Nagaris, our secure client management and onboarding system, where you'll provide your personal details, authorise us to act as your tax agent, and complete a checklist of the information and documents required for your tax matter.
I'm Already a YOUtax Client and Ready To Begin My Tax Return
Get started by submitting a Request for LOE.We'll ask a few questions about the services you require, and when you'd like to get started. This helps us ensure the correct services are included in your Letter of Engagement.Once submitted, we'll review your information and send your Letter of Engagement via Nagaris. And our team will guide you through the process and be in touch along the way for the next steps.
I Accepted My LOE, What Happens Now?
After accepting your Letter of Engagement, you'll receive an email inviting you to access Content Snare. There, you'll be guided through a checklist of the information and documents we require and can upload them directly as you complete each step. Once we've received your information, we'll begin processing your tax return and, when ready, send you a link to book a Tax Chat with a YOUtax Accountant.
Meet Our Senior Tax Advisers
Cassandra
Chartered Accountant | 7+ Years in Tax | 20+ Years in Bookkeeping
Cass brings an uncommon combination to the table — deep accounting knowledge and two decades of hands-on bookkeeping. That dual perspective means she understands how the day-to-day numbers connect to your tax position, which is useful whether you’re an individual, a sole trader, or running a small business. She specialises in income tax returns, ABN registrations, GST and BAS compliance, and supports companies, trusts, partnerships, and small businesses with tax compliance, tax planning, payroll, and superannuation.
Availability: Monday – Friday, 8:30 AM – 5:00 PM AEST
Emma
Senior Tax Adviser | Technical tax & Strategy
Emma is known for navigating complex and technical tax issues where a deeper level of expertise is required. She advises individuals and businesses across Australia on foreign residency, CGT events, and employee share schemes, including RSUs, ESPPs, and ESOPs. In addition, she assists with income tax returns, sole trader taxation, and provides tax compliance, tax planning, payroll, and superannuation support for companies, trusts, and partnerships.
Availability Monday – Thursday, 8:30 AM – 5:30 PM AEST Friday, 8:30 AM – 5:00 PM AEST
Danni
Senior Tax Adviser | 10+ Years in Tax
Danni has spent over a decade helping individuals and small businesses navigate their tax obligations. Known for her straightforward approach and practical advice, she works with individuals, sole traders, and small business owners on income tax returns, ABN registrations, GST and BAS compliance. She also supports companies, trusts, partnerships, and small businesses with tax compliance, tax planning, payroll, and superannuation.
Availability Monday – Thursday, 8:30 AM – 3:00 PM AEST
Technical Tax Chat - Let's talk strategy!
Got complex questions or need expert direction? Book a one-on-one session with our senior accountants.
Advice on complex tax matters, including Permanent and Temporary Residency, Medicare eligibility and obligations, Capital Gains Tax (CGT) advice (excluding calculations and tax return application), Employee Share Schemes, Tax Debt Assessments, and Liaising with the ATO on your behalf.This service is limited to verbal advice and does not include detailed calculations, written advice, or tax return preparation.
Important Note: This booking is dedicated for tax advice and planning services only. If you’re looking to lodge or start your tax return, please refer to the links at the beginning of this page.
Billed Upfront $165 incl. GST
Billed Upfront $330 incl. GST
Our Most Popular Services
Individual Tax Return
Comprehensive Individual Tax Return preparation and lodgement, including a thorough review of your tax situation, assessment of eligible basic deductions and offsets, optimisation of your tax outcome, and submission to the ATO. This service includes a 30-minute appointment with a Senior Tax Adviser.
Company Tax Return with Financial Statement
Comprehensive Company Tax Return and Financial Statement preparation and lodgement service, including a detailed review of the company's financial performance, preparation of compliant financial statements, assessment of taxable income, identification of applicable tax concessions and adjustments, accurate calculation of tax liabilities, and lodgement with the ATO. This service ensures full compliance with current taxation and corporate reporting requirements.
Individual Tax Return with Business Schedule
Comprehensive Individual Tax Return with Business Schedule preparation and lodgement service, including a detailed review of your business and personal financial information, assessment of business income and expenses, identification of eligible deductions, offsets and rebates, accurate calculation of your tax position, and lodgement with the ATO. This service is designed for sole traders and ensures full compliance with current taxation requirements. This service includes a 45-minute appointment with a Senior Tax Adviser.
Calculation of Rental Property Schedule
Preparation of rental property schedule including income, expense and depreciation calculations.
Capital Gains Calculation on: Australian Company Shares | Foreign Company Shares | Employee Shares (RSUs, ESPPs, and ESOPs) | Cryptocurrency Property Sale
Understand the tax implications of your investments with accurate and comprehensive Capital Gains Tax (CGT) calculations. Determine your capital gains or losses, identify available concessions, and ensure compliance with Australian tax regulations.
Tax Planning on Superannuation or Share Sell Scenario
A detailed review of your financial position, assessment of potential tax implications, analysis of available strategies and concessions, estimation of tax liabilities, and tailored recommendations to optimise your tax outcome. This service provides proactive guidance to support informed decision-making and ensure compliance with current taxation legislation. This service includes a 30-minute appointment with a Senior Tax Adviser.
