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Pay Less Tax

Your tax return made simple!

Working out your tax return should be stress-free – Account Invest can help you minimise your tax so you can spend your time doing the things you love!

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 your tax return quickly and easily!

Individuals checklist
Small Business checklist

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. bring it with you when we next meet or at tax-time. At any time if you, your family, or friends need our assistance regarding any financial matters or advice, please contact us for an appointment.

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

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