Personal Tax, Perfectly Handled

Our personal tax service is designed for clients who value accuracy, clarity, and a genuine, friendly approach. We take the time to understand your situation and handle your return with care — so you can feel confident it’s done right the first time. Whether you’re a busy professional, sole trader, or simply want peace of mind at tax time, we make the process easy and streamlined.

To get started, simply contact us by phone or email, or submit an enquiry through our website. You’ll work directly with our trusted tax specialist who’ll get to know your circumstances year after year — because we believe consistency and connection are the foundation of great service.

You can upload your receipts, statements, and summaries directly from your phone or computer — no need to worry about sending every single slip with your annual tax information. 

We love a good Excel summary, so totals and summaries are always welcome!

Even if you prefer to keep your own system, it’s important to safely store your records in case the ATO requests them down the track. 

Keeping your receipts and documentation on hand remains your responsibility as the taxpayer, and our Dropbox system makes it easy to stay compliant and clutter-free.

 Investment and property information forms part of how we prepare your tax return. This may include rental or Airbnb income, related expenses, and details of any investment activity during the year. 

In many cases, property manager and annual investment statements provide most of what’s needed.

Some items, such as loan interest, utilities, or short-stay rental periods, may sit outside standard summaries. 

While much investment data is pre-filled from the ATO, supporting summaries help ensure accuracy. 

(Additional fees apply where capital gains tax calculations are required).

While preparing your tax return, we’ll review every detail to ensure you claim all the deductions you’re entitled to and receive the best possible result. You’ll stay informed at every stage, so there are no surprises — just clarity and confidence.

All documents are shared securely through your designated Dropbox folder, keeping everything private, organised, and easy to access. 

Our goal is to make tax time smooth, transparent, and effortless — giving you complete peace of mind that your return is in good hands.

Once we have onboarded you, we have received your documents and our engagement letter signed, we’ll schedule your return for preparation — with most tax returns ready within seven days.

During the peak season (July to October), timeframes may extend slightly, but we’ll always keep you informed so you know exactly where things stand. If you need your return processed sooner, just let us know — we’ll do our best to prioritise it. At Yorke Advisory, our goal is to keep things simple, transparent, and centred around you.

If there’s anything you need to know about your return, you can always reach out for a quick chat. Likewise, if we have any questions, you’ll hear from us — usually by email with a short list of queries or a friendly phone call.

Once you’re happy with everything, you can review and sign your tax return digitally — no printing, no fuss. We’ll handle the ATO lodgement and confirm once it’s safely lodged. 

And if something doesn’t look right or you need a tweak, just let us know. We’re always here to make it easy.