A free one-on-one chat
This whole site is a retired Chartered Accountant — 40 years in practice — sharing everything for free. For a handful of trickier situations, you can also request a free one-on-one chat.
The answer is probably already here
Everything that's normally a $5,000–$10,000 engagement — the tips, the per-occupation expense lists, the calculators and the video walkthroughs — is on this site for free. The vast majority of people are fully covered by it.
So before requesting a chat, please work through the relevant tabs and your occupation worksheet. If your situation is still genuinely unusual and you fit one of the cases below, send a request and be patient — this is one retired accountant volunteering, not a call centre.
Situations worth a conversation
Free chats are by appointment for people in these circumstances:
Heavy-vehicle & hard-yakka
Truckies, tradies, miners and equipment operators with big vehicle and travel claims.
Carers
Aged, disability and childcare workers who drive and buy for the people they care for.
Big-overtime earners
Anyone on an award working well over 38 hours a week with overtime meal allowances.
Car-at-work users
Workers who use their own car during the day — banking, post, client and site visits.
Rental property owners
Especially if you've never claimed building or renovation depreciation, or bank costs.
Business owners
Particularly sole traders — moving to a company structure can save 60–75% on the tax bill.
Tithers & regular donors
AOG, LDS, SDA and others who can get a receipt or signed letter for their giving.
A note from the accountant: “I'm 60 and volunteering, so please read everything here first — and if you still send a request, be patient. I can't speak with everyone, but this site will fully help the vast majority of Aussies.”
Think your situation qualifies?
Fill in your details and we'll be in touch when we can. Fields marked * are required.