Donaldson Business Services Geelong in Highton, Victoria | Financial service

Donaldson Business Services Geelong

Locality: Highton, Victoria

Phone: +61 403 673 110

Address: 33 Mosman Way 3216 Highton, VIC, Australia

Website:

Likes: 74

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• Business service
• Tax preparation service
• Accountant
• Financial service

25.01.2022 Tax time is nearly here! My appointment availabilities over tax time are as follows: Monday, Wednesday & Friday 5.30pm-9.30pm Thursday 11am-6pm... Saturday 10am-4pm Please contact me via messenger for this page (preferred) or my mobile 0403673110. My prices have been updated on the service page.

25.01.2022 Tax time starts tomorrow! I will be available for appointments immediately but remember to collate all your information before booking an appointment. Information commonly needed: - payment summaries (formerly called group certificates) - interest earned from bank accounts... - investment earnings inc dividend notices and trust distribution annual tax statement - private health insurance annual tax statement - receipts for deductions Most of this information will be available via the prefilling report from the Tax Office but this is not available until approx end of July. Contact me via messenger to book an appointment once you have all your info.

25.01.2022 Zoom appointments are working really well. It ensures we limit physical contact and is really convenient for most people. Some clients are doing their tax with me while on their work break, some are scheduling appointment for the evenings while their little ones are in bed. Some are just enjoying sitting on their couch, warm at home instead of travelling to me on a cold and wet night! To book a zoom appointment select electronic tax return in my booking system.

24.01.2022 IMPORTANT MESSAGE TO MY CLIENTS **UPDATE 19/04/20: My email is now fixed and able to receive and send emails.*** **Update: some clients were still receiving emails so my email account has been deactivated for a while until I can sort this out.**... If anyone has received an email from me today please delete and ignore. My email account was phished. I have contacted my email host, changed my password and added more security. There will be no more emails going out but I cant tell how many were already sent out before the first client queried it with me and I took action to stop it. If you have any questions please call me. Please know I have always practised safe electronic practices by never including your Tax File Numbers when I email, so your confidential data is still safe. But I do feel violated, alarmed and angry that someone would try to target my clients during this crisis. Again, if you have any questions about this or the economic package offered by the Government, please call me.

23.01.2022 Just a reminder that I will be overseas for the last two weeks of August (17th-31st). I have limited appointments left for the start of August so get in quick if you want to see me before I go. I really appreciate those who can booking in September so I can spread out my appointments.

22.01.2022 Given current restrictions of no visitors to the home, I will no longer be able to have face to face appointments. I can do your return via email, phone call or zoom. To book a phone call or zoom appointment, use the booking function on my page. For email, send your details to [email protected].

22.01.2022 Its almost tax time again! I will be offering physical appointments as well as electronic services. Use my booking service available on this page!

22.01.2022 We are one month into tax time and I have already seen over 90 clients! I have been very busy but get such a high hearing client after client tell me they are happy with their tax return. If you are satisfied with my services please pass on my details to family, friends, work colleagues, or anyone else you think would benefit from having a tax return completed by a registered tax agent with quality and personalised service. I welcome and appreciate referrals.

21.01.2022 We are approaching Oct 31 which is the due date for individual who prepare their own tax return. If you know anyone stressed about meeting this deadline, please pass on my details. I can add them to my tax agent listing which will mean they have until May 15 next year to sort out their tax return!

20.01.2022 I love doing tax! I enjoy the work but I particularly like meeting all my clients year after year and helping them maximise their tax refunds (or minimise their tax payable). I would appreciate your support in sharing my business with your family and friends. I love referrals!

19.01.2022 Look what I found after googling my own business! It should be easy for new clients to find me. I created the Yelp page but never heard of lookwhatson.com.au or allopening hours.com.au: thanks for the free advertising!

18.01.2022 Its almost due date for individuals lodging their own tax returns. If you know someone who needs more time, get them to contact me and I can add them to my tax agent listing and give them until May 15, 2019.

17.01.2022 Please remember to check with your employer that your payment summary is tax ready. Employers have until July 14 to do this and I cant lodge your return until this happens.

13.01.2022 Watch out for phone scammers pretending to be the ATO. Make sure you talk to any vulnerable family and friends so they know about it too. If you receive a call and they tell you that you have a debt, contact me and I can check it for you. Remember the ATO never ask for payment via bitcoin, gift cards etc.

13.01.2022 I am now on leave until August 31. If you want to book a tax appointment from 1st Sept please request one using this page and I will confirm it when I return. I will not be checking this page or emails regularly while I am away. Thank you for your understanding and patience.

12.01.2022 I now have EFTPOS! I have purchased a Square Reader which accepts all standard bank cards. There is a 1.9% transaction fee which I will be on-charging. Internet bank transfer (usually on your smart phone banking app) is still my preferred method as it is convenient for you, easy for me and no fees!... Of course cash is accepted too!

12.01.2022 Have a safe and happy festive season. I will be spending quality time with my family over Christmas and New Year but will still be accessible via email if you need anything.

10.01.2022 Its that time of the year! Here is a list of tax deductions that you may want to consider. Please contact me if you have any queries.

09.01.2022 I am taking a holiday with my family for two weeks so will be unavailable for appointments from Thursday Sept 20 til Thursday Oct 4. Coffs Harbour here we come!

09.01.2022 It is almost tax time! I will be contacting all my clients very soon advising them of my appointment availabilities but have already updated this page. My prices will remain the same as last year. Please contact me via private messenger to book an appointment. Look forward to seeing you soon and getting you the best outcome on your tax return!

08.01.2022 The JobKeeper application form will be released tomorrow. The applications need to be submitted by April 30 to obtain the funding for the two April fortnights. I will be reviewing the application tomorrow night and then contacting my clients to detail any work required for submission. If you have any questions relating to this, please contact me from Tuesday afternoon onwards.

08.01.2022 Did you know that businesses with over 20 employees dont need to provide Payment Summaries (formerly called Group Certificates)? They use a new system called Single Touch Payroll and report directly to the ATO and your MyGov account. They have until July 31 to finalise their details so you need to confirm they have completed this process before booking your appointment.

07.01.2022 It’s almost tax time again! I will be offering physical appointments as well as electronic services. Use my booking service available on this page!

07.01.2022 Kittys take on how to make end of financial year and tax time fun! I already think tax time is fun and who doesnt love to get a healthy tax refund! Message or call me to book your tax return appointment.

05.01.2022 I am back and ready for more appointments! You can book your appointment directly through this page or send me a private message.

05.01.2022 I have received my annual lodge on time certificate from the Tax Office. This means I have until May 15 to lodge tax returns, instead of October 31 for individuals lodging their own returns. So if you know someone who needs more time to get their tax done, get them to contact me and I can add them to my tax agent listing and get the extended due date.

04.01.2022 I have decided to engage in my first form of mass marketing in over 5 years. I will be a Silver Sponsor for Montpellier Primary Schools Ladies Night Out 2018. My daughter Elizabeth is in Grade 1 and it is a major fundraiser for the school that occurs every two years. I will get my business name on all promotional materials including 4 event advertising board displayed around Highton so keep an eye out!

03.01.2022 Still need to do your tax return? I am available evenings and weekends. Contact me via messenger to arrange an appointment. I can also complete it via email if you dont want to attend an appointment.

01.01.2022 Tax time is here! I have lots of appointment availabilities but please make sure your employer has finalised their payroll before booking an appointment. You will also need to request a tax statement from your private health insurer if you come in July as the ATO wont have the details yet. You can view my availability and book an appointment via this page. Super easy!

01.01.2022 We have upgraded to the NBN network which requires the exclusive use of the home number which means I no longer have a home phone. Please use my mobile phone, email or Facebook messenger. This means no more unsolicited sales calls/scammers!