Tax Returns & Tax Advisory.

Tax time can feel overwhelming, especially when you are unsure what income, deductions, offsets, investment details or business information may apply to your circumstances.

At Z Wealth Group, we provide tax return preparation and tax advisory services for:

✓ Individuals
✓ Sole Traders
✓ Partnerships
✓ Companies
✓ Trusts
✓ Superannuation Funds

Our team helps you understand your tax position, review relevant income and deductions, meet your lodgement obligations and consider legitimate tax planning opportunities where available.

Depending on your circumstances, your tax return may result in a refund, no amount payable or tax payable. We focus on providing clear, professional advice tailored to your situation.

With offices in Gregory Hills, Penrith and Liverpool, we assist clients across South West Sydney, Western Sydney and Australia-wide by phone and email.

INDIVIDUAL TAX RETURNS AND ADVISORY

From $95

We assist individuals with tax return preparation and lodgement, helping ensure your income, deductions and relevant tax information are reviewed and included appropriately.

We can assist with tax returns involving:

Salary and wages
Work-related deductions
Investment income
Rental property income and expenses
Capital gains tax
Dividends and interest
Trust distributions
Private health insurance information
Medicare levy considerations
Eligible offsets and rebates
Multiple income sources
Prior year tax returns where required

Our focus is to make the tax return process clear, efficient and professional.

BUSINESS TAX RETURNS AND ADVISORY

From $190

We assist sole traders, partnerships, companies and trusts with business tax returns, financial statements and tax compliance obligations.

We work with business owners to help ensure records are organised, tax obligations are met and opportunities for tax planning are considered throughout the year.

We can assist with:

Sole trader tax returns
Partnership tax returns
Company tax returns
Trust tax returns
Business income and expenses
GST and BAS-related tax matters
Payroll tax considerations
Motor vehicle expenses
Home office and business use expenses
Depreciation and asset write-offs
Business structure considerations
Tax planning and EOFY reviews

We offer flexibility through providing Face to Face, over the Phone as well as Email appointments for your convenience. Contact Us Today.

Our focus is to understand your position to be able to maximise your wealth as well as provide tax minimisation strategies for the following year.

Why Choose Z Wealth Group for Tax Support?

Choosing the right tax agent can make the tax process smoother, clearer and more effective.

Z Wealth Group is led by Mario Zannettou, a Chartered Accountant and Registered Tax Agent with over 15 years of experience in the accounting industry.

Our team takes a practical, personalised approach to tax. We aim to understand your circumstances, explain what information is required and help you meet your tax obligations with confidence.

Appointments in Gregory Hills and Penrith and Australia-Wide

Z Wealth Group provides tax return appointments through our Gregory Hills, Penrith and Liverpool offices.

We support clients across Gregory Hills, Oran Park, Narellan, Camden, Campbelltown, Liverpool, Penrith and surrounding suburbs.

We also assist clients Australia-wide by phone and email.