Tax Services

We believe that completing the Income Tax Return is relatively straightforward matter for most people. For those individuals who want complete their Income Tax forms on their own, we are happy to assist.

Therefore, we will continue to provide the Personal Income Tax spreadsheet, as we have done since the 2006 Income Year, for free distribution. See download area below.



Borrowing to invest can be a great strategy for
reducing your tax liability.

You should however do this cautiously, we can help
you to:
  • develop the strategy that is appropriate to your circumstances
  • negotiate the loan required to fund
    the investment.

2008 Tax Calculation Spreadsheet

 

DO I NEED TAX SERVICES?

Through our experience in providing this spreadsheet, we have recognised that a
number of persons need specific assistance in a number of areas, including:
  • Minimising the taxes deducted from their income, so that more money is
    available on a monthly basis
  • Taking advantage of the opportunities available to reduce their overall tax
    liability
  • Managing tax liability for married persons.

TAX SERVICES OFFERED

Though our Tax Services, we are offering the following:

  • Personal Tax Consultation, intended to help you to optimise your tax
    planning;
  • Assistance with completion of your tax return and with filing;
  • Support with selecting and placing mutual fund investments, registered
    retirement plans, registered retirement savings plans, property insurance
    and with preparing covenants;
  • Tax Seminars for members, staff and customers.


FURTHER GUIDANCE

Give me a call at 423-6203 or e-mail me at michael.lashley@lashleyfinancial.com  to start looking at your taxes.