Individual & Personal Tax Returns

Paying taxes is a part of life for most of us, but managing your individual income tax return doesn’t have to be a pain.

With Halo Tax + Accounting, achieving the maximum personal tax refund can actually be quick, easy, and dare we say, interesting!

We’re your local team of tax experts servicing Sydney’s Eastern Suburbs.

We can change tax time from a chore, to an opportunity.

INDIVIDUAL TAX EXPERTISE

You’re brilliant at what you do.
We’re brilliant at tax returns. +

Is filing your personal tax return a job for the ‘too-hard’ basket?

That makes sense. Your taxes are usually automatically deducted throughout the year while you carry on living your life. Then bam! – a year’s worth of tax needs to be calculated. Plus, keeping updated on changes to government tax regulations isn’t most people’s idea of fun.

Luckily, we love it.

Keep on doing what you do best, and delegate the rest to us.

By using a Halo Tax + Accounting specialist, you make the most of their personal guidance, expertise and efficiency, whilst ensuring the best outcome.

bondi icebergs pool sunny day

You’ve paid your taxes.
Now let’s get the returns you deserve +

Use the form below to book an appointment with Greg Bartels.

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The process is simple.

You meet with our Halo Tax + Accounting professional once a year, for 45 minutes.

In that time, you let us know your income circumstances and leave your documents with us.

 

We then file your individual tax return that is:

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ON TIME

Avoiding any penalties and speeding up your return

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CORRECT

For peace of mind and no issues with audits in the future
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COMPREHENSIVE

You get every possible tax rebate, offset and deduction you are entitled to
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CURRENT

Includes all the financial year’s updated tax regulations, including COVID, small business, work-from-home, industry-specific and individual stimulus packages of recent years.
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FUTURE-THINKING

We provide tips on how you can best set up your year ahead to maximise next year’s return.
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FAST

Your maximised tax return will generally land in your account within two weeks.
UNIQUE TO YOU

When life changes, your tax does, too.

If your life situation changes, let us know. Our tax professionals can update your tax return to ensure you lodge accurately, and get rebates you may be entitled to.

We help guide you through your financial life, such as when:

  • salary increases or decreases
  • starting or finishing studying
  • changing or losing a job
  • retiring
  • marrying or becoming single
  • having children
  • investing
  • needing government assistance, or
  • buying a home

Switching over to Halo Tax + Accounting is easy.

You may be using another tax accountant at the moment, or you may be shopping around for a tax accountant you can trust. Either way, we’re glad you’re considering us to be your local, affordable and trusted tax professionals.

It takes a few minutes to set up your account with us.

If you’ve already got an accountant, no problem – we can organise the transfer of files so we are ready to go.

Greg Bartels portrait accountant and tax agent. Man wearing a taupe suit, white shirt and smiling

Greg Bartels
MAcc PGDipMgt MIPA
YOUR REGISTERED TAX AGENT AND PUBLIC ACCOUNTANT

Let’s get started +

Use the form below to book an appointment with Greg.

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What our clients say.

“Significantly growing my personal knowledge for me and my new business”

I’ve been seeing Greg for around 5 years now, not only has he provided great returns time and time again he’s also aided significantly in growing my own personal knowledge for myself and my new business along the way! Couldn’t recommend him enough, he talks with great experience and always tries for the best result.

– Jack Pollard

“Highly recommend Greg’s services”

Greg Bartels at Halo Tax and Accounting is very easy to converse with, knowledgeable and very helpful in processing our tax returns, which included rental properties, share dividends, capital gains and sale of investment property. Highly recommend his services

– Amy Burgo

“Greg was brilliant with my tax return!”

Greg was brilliant with my tax return! Having never done one before he made it seamless and so efficient, would highly recommend his services and will 100% be using him year on year!

– Kate Gabb

Read more reviews here

Visit us +

We are more than happy to meet you in person in our offices, or over the phone.

Let us know what works best for you. 

Address:

Suite 1.01, 46A Macleay Street Potts Point NSW 2011

Phone: (02) 9497 5005

Mobile: 0422 452 536

Email us: greg@halotax.com.au