HY Accounting — Tax Returns
Your tax won’t lodge itself.
The question is whether it gets done right.
Appointments are open. Book early, get it done properly, and stop thinking about it.
20+
years in tax and accounting
8 figures
returned to clients in refunds
500+
individual returns each year
4.9 ★
on Google
Most tax returns get lodged. Not all of them get reviewed.
The ATO pre-fill gives you a starting point. It doesn’t ask about the deductions you forgot, the investment income you didn’t realise was assessable, the capital gains event you weren’t sure how to treat, or what changed in your circumstances this year.
That’s what the appointment is for.
Most people leave their tax return
in the same condition they found it.
That’s the gap we close.
What your appointment covers
We go further than the pre-fill.
Your appointment is a review of your full tax position for the year — not a data entry exercise.
Income
Salary, allowances, investment income, rental income, business income and anything that changed this year.
Deductions
Work-related expenses, home office, vehicle, tools, subscriptions, uniforms and professional costs you’re entitled to claim.
Investments
Dividends, interest, managed funds, shares, crypto, rental property and capital gains events.
Offsets and planning
Medicare levy surcharge, private health, super contributions, HECS/HELP and anything worth flagging for next year.
Fee from refund available
If you’re expecting a refund, you may be able to have our fee deducted directly from it — nothing to pay upfront. Ask us at your appointment and we’ll confirm whether it applies to your situation.
Why booking early matters
Early appointments aren’t just about a faster refund. They give us time to work through anything that needs attention — missing documents, investment records, capital gains calculations, rental property figures — without a deadline forcing shortcuts. The closer it gets to October, the less room there is to get it right.
What to have ready
You don’t need everything perfectly organised. The more of this you have accessible, the faster and cleaner the appointment.
Income
- Any allowances or director fees
- Government payments received
- Annuities, super lump sums or pensions
- Employee share scheme details
- Business income records
- Trust or partnership distributions
Investments
- Rental property income and expense statements
- Dividend and interest records
- Share, crypto or managed fund reports
- Details of any assets sold during the year
- Capital loss records from prior years
Deductions
- Work-related expenses — car, travel, tools, uniforms
- Home office and phone/internet records
- Education, subscriptions and union fees
- Donation receipts
- Investment costs and income protection insurance
- Personal super contribution details
Other
- Private health insurance statement
- Spouse and dependent details, if applicable
- Employment termination payments
- Prior year tax return, if this is your first appointment with us
Worth reading before your appointment
If your return involves property, capital gains, trusts or business income, these are worth a read before we meet.
What clients say
4.9 on Google. The average HY Accounting client has been with us for over 7 years.
They know my business well and have consistently supported me throughout my business journey. Outsourcing my accounting gives me peace of mind knowing my financials are well-managed.
Karlie Stephens — Naturopath Sydney
Since commencing with Michael and his exceptional team, our experience has been second to none. They do the heavy lifting when it comes to the numbers, which frees us up to focus on our passion.
Ghada Turner — Pantry to Plate Co.
Most of our long-term clients started with a tax return. If at any point you want to talk about what’s possible beyond compliance — building wealth, protecting what you’ve built, or getting a clearer picture of where you’re headed financially — we have the team for that conversation too.
No pressure. Just worth knowing it’s here when you’re ready.
Book now
Book your tax return appointment
Select a time below. If nothing works, call or email us directly.
Pricing confirmed at your appointment. Fee from refund may be available.
Prefer to speak to someone directly? Call 02 9837 6148 or email enquiries@hyaccounting.com.au.
HY Accounting. Pricing confirmed at time of appointment based on the complexity of your return. Fee from refund availability subject to individual circumstances. Refund outcomes are not guaranteed and depend on each client’s individual tax position. H Youssef Accounting & Taxation Services Pty Ltd. Liability limited by a scheme approved under Professional Standards Legislation.