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Taxation Planning

The team at JR & Co Financial Solutions are committed to assisting both business and individual clients manage their taxation.

Business Clients - Tax-effective planning pre
30 June

We pride ourselves on this comprehensive and valuable service. We offer our business clients a pre 30 June review with the objective of accurately forecasting business results and estimating the taxation position. It works - our clients tell us this is one of the most valuable services we provide. Jointly with clients we take charge of the taxation outcome. By careful planning and the implementation of sound commercial tailored strategies we are able to significantly impact final taxation liabilities.

Individual Clients

Your tax return made simple!

Working out your tax return should be stress-free – JR & Co Financial Solutions can help you minimise your tax so you can spend your time doing the things you love!

My Life
 
Before you come in to see us at tax-time, download our tax return checklist below, to ensure you bring everything we need to complete it quickly and easily for you! The checklist will also guide you through the tax documentation process.
Income Tax Return
Business Wiz
Business Activity Statement

Note: The above files are in PDF format and require Adobe Acrobat Reader to view.

Receive your FREE Financial Health Check!
As part of our total financial service to clients, we’d like to offer you a FREE initial assessment* of your financial situation. All you have to do is complete the Initial Financial Questionnaire and return it to us, or bring it with you when you visit us at tax-time. If there are any areas of your finances that need attention, we will contact you to make an appointment. Contact us today to make an appointment to come in and see us!

* This free consultation does not include tax and accounting services.


 
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