Kate Taylor & Associates Chartered Accountants

Welcome

We have a YOUNG, ENTHUSIASTIC and very COMPETENT team who ENJOY THE CHALLENGE of varied taxation and superannuation work.

Kate Taylor & Associates is located at Varsity Lakes on the Gold Coast.

We are a Chartered firm, offering a range of business and personal taxation services. We are friendly and professional, our focus is delivering value to our clients along with a fast and efficient service.

Taxation

– Personal tax returns including rental property schedules
– Business tax returns

Business Services

– Business activity statement preparation
– Company, trust, partnership tax return and financial accounts preparation

Self Managed Superannuation Fund Audits

– One of two set fees depending on audit complexity
– Simple checklist to ensure quick audit turnaround

Kate & Nicholas Taylor have been running the practice on the Gold Coast since 2003.

Kate is a Chartered Accountant and has over 15 years experience in the industry, covering all aspects of taxation and financial reporting for small business and superannuation funds.

Nicholas is a trained Taxation Consultant and has 8 years experience in taxation, specialising in business taxation, rental properties and superannuation fund audits. With his background in I.T, Nicholas has also written and maintains our superannuation audit software.

We have a young, enthusiastic and very competent team who enjoy the challenge of varied taxation and superannuation work.

We are located on Cassia Drive, just off Mattocks Road in a quiet location with easy parking.

Kate Taylor & Associates Chartered Accountants in Varsity Lakes, Gold Coast, QLD is in the category of Accountants offering services such as Self Managed Super Funds (SMSF), Bookkeeping, Superannuation.

Additional services by Kate Taylor & Associates Chartered Accountants include GST / BAS Returns, MYOB / Quicken Bookkeeping, Budgeting, Personal Income Tax Returns.

Phone Kate Taylor & Associates Chartered Accountants to ask about our services.

Services

Taxation 

Personal Taxation Returns

What to expect when you come in for your tax interview:

In most cases your personal tax return is prepared on the spot, we can give you your expected refund amount before you leave the office.

We use a comprehensive tax deduction checklist to ensure you are claiming every possible deduction.

We have fully trained staff who can assist with all aspects of your personal tax returns including rental properties, capital gains schedules, dividends, business schedules and education refunds.
Please bring the following with you to your tax appointment:

– Payment summaries (or group certificates).

– Interest earned on your bank accounts.

– Any dividends earned or any other income including rental income, business income, foreign income.

– Bring any receipts you think you may be able to claim including stationery, union fees, purchase of tools and equipment, donations to charities

– If your family’s medical expenses total more than $2060 for the year then you may be able to claim an extra rebate, so bring those details with you.

Business Services

– Our trained and experienced staff can assist you with the following:

– BAS preparation.

– Financial accounts for your company, trust or partnership.

– Bookkeeping training.

– Budgets.

– Assistance with MYOB or Quickbooks data entry.

Self Managed Superannuation Fund Audits

We are specialists in self managed superannuation funds.

We work from the source documents in your superannuation fund eg bank statements, dividend statements and managed funds reports to prepare accurate and timely tax returns and financial statements. We also arrange the external audit on your behalf so you don’t have to worry about hunting down your own super fund auditor.

We can also offer advice on whether future investments will be allowed by the superannuation legislation, so check with us before investing to ensure you comply.

Self Managed Super Fund Audits

KT Audit Team has two levels of set fees.

$385 fee includes:

– Up to 20 investments at year end.

– Including up to 5 unlisted investments/ real property.

– Free log in to the audit kit for each fund containing:

– List of required documentation

– Engagement letter and Trustee consent

– Trustees letter of representationWe provide an opportunity for the Trustees
to explain / resolve potential SIS Act breaches. These will be discussed prior
to audit completion.

– All communication with the Trustees will be through your office, we fully understand the importance of client security. We have a strict policy of not accepting direct superannuation fund clients if we have performed an audit for them on behalf of our Accountant clients.

– Audit completion within 3 weeks from receipt of required audit documentation. Any delays will be communicated promptly. We can usually accommodate requests for urgent action on audits.

– Completed audit report and management letter to the Trustees will be sent to your office for forwarding to the clients.
$462 fee includes:

– More than 20 investments at year end.

– Unlimited investments/ real property and instalment warrants.