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ACCOUNTING & TAX

MORTGAGES & FINANCE

FINANCIAL PLANNING

Our Services

OUR SERVICES
Experience the Cabot Square Difference in Your Tax Return Preparation and Planning

 

Have you ever had any tax surprises? Penalties? Audits? Disappointments in having to pay and in the amount you have to pay?

We know how difficult dealing with taxes is, which is why we're here to help you have tax peace of mind all year-round. Our highly experienced professionals are committed to providing you with superior quality services at affordable prices, plus you get all the benefits you'd expect to receive from a nationally-recognized company.

Listed below are the Tax services we offer. This list is by no means exhaustive:

  • Business Income Tax

  • Personal Income Tax

  • GST

  • PAYG - Withholding & Installments

  • Payroll Tax

  • Stamp Duty

  • Land Tax

 
SO JUST HOW ARE WE DIFFERENT?
  • While our clients include taxpayers of all income levels, we specialize in middle- to upper-middle income individuals and families, just like yours. That means we'll fight for every deduction, every credit, and every opportunity to put more money in your pocket because we do it for ourselves and our own families in the same way.

  • We're a one-stop, one-source shop for all your business and financial needs. That means we'll take an overall, holistic approach to your tax situation to see how it may affect other areas, and counsel you on those as well. And of course we'll take a look at how any major change in your life—marriage, a new career, a new employer and many others—can affect your tax situation.

  • Our focus is on you, your needs and your situation. It's a personal program built from the ground up, not a pre-packaged "cure all." From our various options for tax preparation (Local Office Professional or National Office Tax Processing Centre) to the many tax planning services we provide, we've got you covered. Go ahead and explore how we deliver all our services in a caring and concerned manner, all while saving you time and money.

Status as an Authorized Electronic File Provider — As trusted tax professionals, we've been accepted into the ATO electronic filing program, so we can offer you the highest quality tax filing experience possible. Any return we file electronically on your behalf will be remitted to the ATO and/or state authority on a secure system with an electronic acknowledgement of return receipt. It's a speedier and more accurate way to file your return, allows for electronic payment options and puts any refund into your pocket in the shortest possible time.

 

We perform many other tax planning and counselling sessions at our client's request. For existing and/or new homeowners, for example, we help compare mortgage payment and refinancing options. For new employees, we examine compensation issues and tax advantage programs from your employers that are often overlooked. Review our detailed list for more ideas.

 
WHAT ARE THE FEATURES OF CABOT SQUARE'S TAX PREPARATION SERVICES?

Cabot Square's System For Success for tax preparation services centers on easing our client's minds on tax compliance matters. With the ever-changing and burdensome tax code, overwhelming and confusing federal and state tax forms and increasing IRS scrutiny over most tax items, taxpayers need to have at least this one part of their lives made easier, less stressful and more profitable.

 
OUR EXPERT HELP INCLUDES OUR:
  • In-Depth Interview — A thorough and complete experience designed to unearth every tax savings opportunity during the course of your tax preparation. The difference is in our proprietary worksheets—with specific ones for just about every occupational or personal tax-related situation imaginable. Our professionals use these to guide you through a painless, interactive session so that together, we catch every single detail that results in more tax savings for you.

  • On-Call National Experts — So that your local professional can spend more time advising you and attending to your situation than delving into the quagmire of tax code changes and tax laws, Cabot Square employs a team of national tax hot-line research specialists. The answer to any complex tax question or issue that arises during your tax preparation is only a quick phone-call away, courtesy of our on-call experts. Our knowledgeable hot-line professionals include attorneys and tax agents who are equipped with a library of tax research materials and are available every business day to help our nationwide professionals help you.

  • Year-Round Availability — Taxes have become so complicated and so far-reaching that having a professional available at all times is a necessity in today's financially-complex world. Life changes can occur at any time, and with our year-round availability we can ensure that the proper tax strategies are implemented sooner rather than later to save you money.

  • Free Prior Years' Tax Returns Refund Review — Our caring and concerned manner extends to doing whatever we can to save you money, and that includes reviewing your past three years' tax returns—regardless of preparer—for additional refund opportunities. If we can't save you at least our standard fee, there's no charge for the review!

 
WHAT ARE THE BENEFITS OF USING CABOT SQUARE'S TAX SERVICES?

 

With our tax preparation services,

  • You don't have to keep up with changes in tax laws. That's what we do.

  • You don't have to keep up with any tax software updates or new tax technology—that's our job.

  • You save money and lower your tax liability—we're professionals and we know every deduction, every credit and every tax saving opportunity that is available to you.

  • You don't have to worry about penalties or interest on late filed returns or inaccuracies on your return—we guarantee timely filing and the accuracy of our mathematical calculations on the returns we prepare. If there's an error on a return that we prepare, we'll pay the interest and penalties, if any.

  • You save time—our professionals have prepared hundreds, even thousands of returns throughout their careers and are experts at it; they can prepare your return and you can use your time to do what you enjoy.

 
WHAT OTHER AREAS DO CABOT SQUARE TAX EXPERTS ADVISE YOU ON FOR YOUR TAXES?

Some sample tax planning areas include:

  • Delinquent Taxes

  • Charitable Gift Planning

  • Estate Tax Planning and Returns

  • Gift Tax Planning

  • Late Filers, Payment Plan Assistance

  • Trust and Property Tax Returns

  • Audit Assistance and Representation

  • Penalty Abatements

  • Prior Year Tax Returns

  • Tax Amnesty Programs

  • Tax Reduction Planning 

 
GETTING STARTED

It's easy to get started using Cabot Square’s Tax Services. Here's how:

CONTACT US TODAY

Call one of our representatives on 02 9485 0500. Our customer care representatives will be happy to answer any questions about the level of services that you may need, and discuss ways that our professionals can help your company with any of your tax needs. One of the important roles of our customer care representatives is to help determine which of our offices are best suited to you, as not all services are performed at each office.

You can also email us at info@cabotsquare.com.au

 
MAKE AN APPOINTMENT TO MEET WITH A CABOT SQUARE OWNER/MANAGER...

Once you have decided that you would welcome Cabot Square for its expert tax services, the next step is to meet with your local office owner/manager. For the convenience of our clients, we do pre-schedule appointments during tax season, so please be sure to make an appointment as early as possible for any tax return preparation services.

...OR JUST WALK-IN TO YOUR LOCAL CABOT SQUARE RETAIL OFFICE LOCATION

Cabot Square welcomes walk-in clients for tax preparation services at any of its nationwide retail locations.

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