Your tax return, done properly. And a look at the bigger picture.

Deryan Financial Group treats your return as more than a lodgement. While we are in your numbers, we look at how your year actually went and where it could be better.

Is this right for you?

Who we help with their individual tax return

You just want it done right

Accurate, lodged on time, no stress

Your return is not so simple anymore

Investments, side income or a property in the mix

You're never sure what you can claim

We make sure you claim everything you are entitled to

You've got a few years to catch up

We get your overdue returns sorted

You want more than a refund

We use the return to check how your year really went

How It Works

A simple process that does more than file your return

You send us your details

Income, deductions and anything that changed this year

We prepare your return

Everything checked, every deduction you are entitled to

We look at the bigger picture

While we are in your numbers, we flag how the year went and what is worth a closer look

We lodge and explain

Filed accurately, with a plain rundown of where you stand

Frequently Asked Questions

Will I get back everything I spent on work expenses?

No, and this trips up a lot of people. A deduction lowers your taxable income. It does not hand back the full cost of what you bought. It reduces the tax you pay by a fraction of the expense, not the whole amount. We make sure you claim everything you are entitled to, and we explain what it means for your refund in plain terms.

Should I do my own return or use an accountant?

If your return is simple, a wage and little else, you may be fine doing it yourself. Once there are investments, side income or a property involved, an accountant usually pays for itself by catching what you would otherwise miss. Our fee is also deductible the following year. And if you want more than a return at tax time, a proper look at your whole position, our fee reflects that. It is more than processing a lodgement. We will tell you honestly which camp you are in.

What can I claim, and do I need receipts?

It depends on your job and your circumstances, because a deduction has to relate to earning your income. The ATO allows a small amount of work-related claims without receipts, but anything beyond that needs records to back it up. We work through what genuinely applies to you, so you claim what you should and can stand behind every line.

Will claiming more make me more likely to be audited?

Claiming what you are genuinely entitled to will not. The ATO compares returns against benchmarks for your occupation, so a claim well above the norm can draw a please-explain. The protection is simple. Claim correctly, keep your records, and you have nothing to worry about. We help you claim confidently and back it up.

Why do I owe the ATO instead of getting a refund?

It catches people out every year. The usual reasons are the Medicare Levy Surcharge, a HECS or HELP debt, claiming the tax-free threshold on more than one job, or income that was not taxed along the way. When we prepare your return, we find why it landed where it did and explain it, so there are no surprises next year.

MORE THAN A REFUND AT TAX TIME

Let us lodge your return properly and take a proper look at where your year landed, so tax time actually tells you something.