TrustOne Partners
TrustOne Partners
Opening hours
- Sunday
- Closed
- Monday
- 9 AM - 5 PM
- Tuesday
- 9 AM - 5 PM
- Wednesday
- Closed
- Thursday
- 9 AM - 5 PM
- Friday
- 9 AM - 5 PM
- Saturday
- Closed
4C 61 High Street
Wallan VIC 3756
Wallan VIC 3756
Services
Time slot to suit an individual employee for 1 tax return with standard deductions - if there are complex deductions and income the fee will be higher.
It is the clients responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
It is the clients responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
Time slot to suit an individual employee for 1 tax return with standard deductions - if there are complex deductions and income the fee will be higher.
It is the clients responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
It is the clients responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
This is for an interview conducted by phone or skype. It is essential you complete the checklist at least 24 hours prior to your interview.
Time slot to suit an individual employee for 1 tax return with standard deductions - if there are complex deductions and income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
Time slot to suit an individual employee for 1 tax return with standard deductions - if there are complex deductions and income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
Time slot to suit an individual employee for 1 tax return with standard deductions and one investment property.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions. If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions. If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
Book
Individual Tax Return (Employee) with Investment Property - VIDEO APPT
. Duration:45 mins··. Price:$310
Time slot to suit an individual employee for 1 tax return with standard deductions and one investment property.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions. If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions. If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
Book
Individual Tax Return (Employee) with Investment Property - PHONE APPT
. Duration:45 mins··. Price:$310
Time slot to suit an individual employee for 1 tax return with standard deductions and one investment property.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions. If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions. If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
Time slot to suit a couple, both employees, with standard deductions for one financial year tax return. If there are complex deductions or income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
Time slot to suit a couple, both employees, with standard deductions for one financial year tax return. If there are complex deductions or income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
Time slot to suit a couple, both employees, with standard deductions for one financial year tax return. If there are complex deductions or income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
Time slot to suit a couple, both employees, with standard deductions and one investment property, for one financial year tax return.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
Book
Couples Tax Return (Employees) with Investment Property - VIDEO APPT
. Duration:1 hr 10 mins··. Price:$500
Time slot to suit a couple, both employees, with standard deductions for one financial year tax return. If there are complex deductions or income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
Book
Couples Tax Return (Employees) with Investment Property - PHONE APPT.
. Duration:1 hr 10 mins··. Price:$500
Time slot to suit a couple, both employees, with standard deductions and one investment property, for one financial year tax return.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
Time slot to suit a sole trader wanting one financial year tax return completed. This appointment is for interview only - return will be completed within 5 days provided all information is supplied.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return, we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return, we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Time slot to suit a sole trader wanting one financial year tax return completed. This appointment is for interview only - return will be completed within 5 days provided all information is supplied.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return, we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return, we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Time slot to suit a sole trader wanting one financial year tax return completed. This appointment is for interview only - return will be completed within 5 days provided all information is supplied.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return, we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return, we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Time slot to suit a sole trader wanting one financial year tax return completed and partners individual ITR. This appointment is for interview only for the business - return will be completed within 5 days provided all information is supplied.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Time slot to suit a sole trader wanting one financial year tax return completed and partners individual ITR. This appointment is for interview only for the business - return will be completed within 5 days provided all information is supplied.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Phone call for an initial consultation
For clients starting a business and wanting to know whether sole trader/partnership/company/trust suits them best. Or for clients that want to discuss changing their current structure.
For clients wanting advice on the most appropriate method for record-keeping in their business in regards to time and cost involved.
For clients needing assistance with their first BAS, so they can do it themselves in the future.
If you are curious whether/how a salary sacrifice arrangement could benefit you come in and talk numbers with Kathryn or Allison.
A time slot for other services that may not fit elsewhere
Interested in whether a SMSF is for you? Or perhaps you have one, and would like to change accountants?
Setting up Xero including chart of accounts and bank accounts.
Time slot to suit an individual employee for 1 tax return with standard deductions - if there are complex deductions and income the fee will be higher.
It is the clients responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
It is the clients responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
Time slot to suit a couple, both employees, with standard deductions for one financial year tax return. If there are complex deductions or income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
Time slot to suit an individual employee for 1 tax return with standard deductions and one investment property.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions. If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions. If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
Time slot to suit a couple, both employees, with standard deductions and one investment property, for one financial year tax return.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
Book
Couples Tax Return (Employees) with Investment Property - PHONE APPT.
. Duration:1 hr 10 mins··. Price:$500
Time slot to suit a couple, both employees, with standard deductions and one investment property, for one financial year tax return.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
Time slot to suit a couple, both employees, with standard deductions for one financial year tax return. If there are complex deductions or income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority (our fee from your refund) is requested then there will be an additional fee of $30.
This is for an interview conducted by phone or skype. It is essential you complete the checklist at least 24 hours prior to your interview.
Time slot to suit an individual employee for 1 tax return with standard deductions - if there are complex deductions and income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
Time slot to suit an individual employee for 1 tax return with standard deductions - if there are complex deductions and income the fee will be higher.
It is the client's responsibility to provide proof of all income and expenses.
No receipt, no deduction, no exceptions.
If a trust authority is requested (our fee from your refund) there will be a further charge of $30.
Interested in whether a SMSF is for you? Or perhaps you have one, and would like to change accountants?
Time slot to suit a sole trader wanting one financial year tax return completed. This appointment is for interview only - return will be completed within 5 days provided all information is supplied.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return, we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return, we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Time slot to suit a sole trader wanting one financial year tax return completed and partners individual ITR. This appointment is for interview only for the business - return will be completed within 5 days provided all information is supplied.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Source documents required include:
*All bank statements for period;
*Invoice books, computerised invoice records, till receipts, sales listings and other details for income as applicable;
*Receipts for all expenses to be claimed.
As part of preparing your return we will check your results against the ATO benchmarks and advise if you are at risk of an audit.
Please do not hesitate to contact us prior to your appointment if you are unsure what information we will require.
Setting up Xero including chart of accounts and bank accounts.
Interested in whether a SMSF is for you? Or perhaps you have one, and would like to change accountants?
Expert
About
Simplifying Business Accounting
We've been around for a while - since 2002 in fact - and are proud to be the only CPA firm in Wallan.
Our staff are highly trained and skilled. Both our partners are CPAs. Kathryn is a Chartered Tax Advisor making her a tax specialist and Allison holds a Limited Australian Financial Services Licence making her a SMSF specialist. We talk to our clients in ordinary language that they can understand - no legal speak round here!
We offer lots of options for preparing your returns, including face to face appointments, phone interviews and email.
We partner clients from those with the simplest needs to complex businesses and SMSFs. We also offer financial advice and legal advice by referral.
Book Now, or give us a call to chat about what you need.
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