Services for Individuals
For a strong financial future.
At Oliveira Bern & Garland we want you to have more time to enjoy the important things in life. Whatever your needs are, our experienced advisors will provide solutions to ensure the best possible financial future for you and your family.
Services for individuals.
Individual Income Tax Returns
Get Your Maximum Refund.
Preparation and lodgement of annual income tax returns.
Our expert accountants will take the time to understand your individual situation so we can claim all possible occupation-specific deductions to ensure you get the maximum tax refund you are entitled. We also ensure all the relevant tax offsets and government rebates are applied to your return.
Best of all, our fees are tax deductible on the following year's tax return.
Our expert accountants will take the time to understand your individual situation so we can claim all possible occupation-specific deductions to ensure you get the maximum tax refund you are entitled. We also ensure all the relevant tax offsets and government rebates are applied to your return.
Best of all, our fees are tax deductible on the following year's tax return.
Online Tax Return
Quick and Easy.
The easiest and cheapest way to have your tax return completed is through our highly secure online portal. With our online tax return service, you’ll still receive the maximum legal tax benefit and the same high level of expert taxation advice, accuracy and compliance you expect from our highly qualified accountants - without leaving your home or office.
Tax and Estate Planning
Maximising Your Wealth.
We provide tax planning advice around the strategies and structures to maximise the wealth of you and your family. We can ensure that your property and assets are passed on to your beneficiaries in a financially efficient way, including minimising the taxes that your beneficiaries will have to pay upon your death.
Additionally, our effective tax planning strategies can also help you to get the most out of your assets during your lifetime.
Additionally, our effective tax planning strategies can also help you to get the most out of your assets during your lifetime.
Capital Gains Tax (CGT)
Planning and Compliance.
We can assist with planning and implementation to manage capital gains that will ensure not only the highest level of accuracy and compliance but will also legally minimise your tax liability.
Tax Return Amendments
Dealing with ATO in your behalf.
If you suspect that your Income Tax Return might have errors, we can simply review the tax return. If any errors have been made, we will file an amendment with ATO.
What our clients say.
Thank you Oliveira Bern & Garland for helping me with all the paperwork that I just couldn’t get my head around. This year is going to be a lot less stressful now!
I cannot speak highly enough of Graeme.
He was recommended to me by Lawyer and now magistrate Roger Clisdell back in 2001 and we have had an excellent business relationship. Like a fatherly figure he takes a genuine interest in your accounts, provides timely and professional advice for our business and superannuation."
Graeme Garland was a godsend.
We got in trouble with not keeping clear accounting books, and really late with BAS statements. Given just 2 weeks to lodge several years worth of outstanding BAS quarters, we needed urgent help from a good accountant that could lead us and help us in this matter.
Graeme was very kind to take our case, and instrumental in teaching us how to use XERO accounts. It was very hectic, but we credit Graeme with our positive outcome with ATO, as he lodged our paperwork on time, and got us friendly repayment terms for our ATO debt. With all our oblications taken care of, we are very happy to continue using XERO and have Batemans Bay Accountants to guide our business.Graeme Garland really helped me with some specific issues (that other recommended firms weren't interested in helping with). He was super patient and kind. Also reasonable rates.