Please assist us to better understand your personal/business position by completing our CLIENT FORM and returning it to us by email peterdlutze@gmail.com or photograph and send to 0418 759765.
Once we have received these FORMS we will contact you.
New Clients
PAYMENT TERMS
Visit & Consultation
- Minimum 1 hour
- Via Face to Face / Interview – $150.00
- ( Within Gold Coast area )
- 50% payable on appointment, balance on completion of consultation
All Accounting and Taxation work
- 50% on commencement and balance on completion
- Payment details below
Individual Tax Returns
3 Sources of Income
- Includes x 3 sources of Income – Maximum 1 hour
- Tax deductions up to $500.00
- Via Phone/Internet – $150.00
- Via Face to Face / Interview – $200.00
Unlimited Income sources
- Unlimited Income sources – Maximum 1 hour
- Unlimited Tax Deductions
- Via Phone/Internet – $200.00
- Via Face to Face / Interview – $250.00
Extras
- ADD per Rental property – $70.00
- ADD per Capital Gain/Loss – $50.00
- Additional Hourly charge – $100.00
Business Tax Returns
Sole Trader
- Maximum 2 hours
- Current bookkeeping & Bank Rec. to date
- Via Phone/Internet – $300.00
- Via Face to Face / Interview – $450.00
- Additional Hourly charge – $100.00
Partnership – 2 Members
- Maximum 2 members
- Maximum 2 hours
- Current bookkeeping & Bank Rec. to date
- Via Phone/Internet – $350.00
- Via Face to Face / Interview – $500.00
- Additional Hourly charge – $100.00
Partnership – 4+ Members
- 4+ members
- Maximum 2 hours
- Current bookkeeping & Bank Rec. to date
- Via Phone/Internet – $550.00
- Via Face to Face / Interview – $700.00
- Additional Hourly charge – $100.00
Trust
- Maximum 3 hours
- Current bookkeeping & Bank Rec. to date
- Via Phone/Internet – $750.00
- Via Face to Face / Interview – $900.00
- Additional Hourly charge – $100.00
Company
- Maximum 3 hours
- Current bookkeeping & Bank Rec. to date
- Via Phone/Internet – $750.00
- Via Face to Face / Interview – $900.00
- Additional Hourly charge – $100.00
SMSF
- Maximum 4 hours
- Current bookkeeping & Bank Rec. to date
- Via Phone/Internet – $1,500.00
- Via Face to Face / Interview – $1,650.00
- Additional Hourly charge – $100.00
SMSF – Audit
- Via Phone/Internet – $700
- Via Face to Face / Interview – $700
BAS
- Maximum 1 hour
- Via Phone/Internet – $165.00
- Via Face to Face / Interview – $215.00
- Additional Hourly charge – $100.00
Business Packages
Mid level Accounting/Taxation
- $200/month
- Growing businesses require more support, advice and services
- Year End Accounts; Tax Return; Quarterly BAS; regular advice & meetings; cloud bookkeeping option.
Premium Accounting/Taxation
- $350/month
- Business management requires regular information to assist you to manage your business
- Monthly/Quarterly/Annual Financial Accounts; Tax Returns; Quarterly BAS; regular advice with monthly meetings & reviews ; cloud bookkeeping option.
Payments
Please note that we do not take fees out of Refunds.
PAYMENT TERMS
Payment can be made either by:
- Cash
- PayPal – ID : peterdlutze@gmail.com
- Credit Card or Direct Debit
- Direct Deposit – Bank Account:
Suncorp
BSB 484 799 – Account No. 453 711 234