Case Study

CASE STUDY 1:

About 3 months ago a new client booked an appointment with us.

Their previous accountant had retired and ceased trading.

Upon review of their personal and company tax returns of the previous 2 years we noticed that something wasn’t right.

We asked to be provided copies of their personal and company tax returns going back to the 2009 financial year.

Upon further review we noticed that the previous accountant had missed some quite significant tax deductions both in their personal tax returns and company tax returns.

We endeavoured to prepare amended Income Tax Returns for both the company and individual for all of those years.

10 years for each.

The result:

Personal tax refunds – $19,554.76

Company tax refunds – $24,080.02

Not a bad result for the client.