the Tax Guy for the Small Fry



 

John Holterman cares for the individual who wants a special service. 

Located in the same spot for over 30 years just down from the Leagues club at Brookvale, John knows the facts on personal tax.

 

 

Many qualified accountants don't do small returns. John loves it!  A chance to help out in a professional manner the Aussie battler, who sometimes just doesn't know what tax concessions he or she is entitled to.

 

 

 

John  is interested in people, their jobs, their livelihoods, their futures.  John is a giver! Service always comes before fees.

 

 

With a client base of over 700 John personally prepares every return

with speed and accuracy and his charges are modest compared to the larger firms.  How does he do it?

 

John looks after the small fry!  Service before fee!!

 

 

John's average fees are:-

 

Individuals  $99 (processing only $45)

Investments and property returns

$220

Tradesmen and Small Business from $175
Partnerships  $330  
Companies  $660  
Audit of self managed super funds

$350 (Standard) 

Setup of self-managed super fund $350 (fixed price)
Self managed super fund tax return $220 (fixed price)
Preparation of BAS  $95  
ELS lodgment of BAS

$95 

 

These fees are based on the book work being done.

 

A fee is set before the work is commenced -  no surprises

 


Try John:- you won't be disappointed. 

 

Contact details:- office at 8/557 Pittwater Road, Brookvale NSW 2100

                        phone and fax 02 9905 2389

                        email  This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

                        link www.taxguy.com.au 

                             also available to taxpayers in Jervis Bay and Nowra 


John started his accountancy career with

HR IVING & CO in Bligh St Sydney in 1962 after completing

his schooling at Balgowlah Boys High School.

 

He qualified as a Chartered Accountant in 1972 and commenced his own practice in the same office he is in today in 1977 - 30 YEARS OF KNOWLEDGE 30 YEARS OF PRACTICE 30 YEARS OF SERVICE.

 

 

 

John will interview you prepare your return and advise you of your refund

and then lodge your return.

 

If you pay his account at the interview the amount of the refund will be depositied

directly into your bank account.

 

You may pay by eftpos or cash or cheque or credit card.

 

 

SPECIAL OFFER:  $20 OFF FOR NEW CLIENTS

If you pay at the time of preparing the return and it is the first time you

have used John's service you pay only $79

 

INFORMATION TO BRING

 

Click links below to download a pre-made email worksheet to fill in
and send back to my This e-mail address is being protected from spam bots, you need JavaScript enabled to view it :

(fill in the Word doc then email as an attachment)  


*
TAXEMAIL (for individuals)

*TAXERENT (for rental properties)

*TAXEBIZ (for tradesmen and small business)

 and the tax return is half done! 

 

A copy of last years tax return if you have it.

 

1. Group Certificate from employer

2.Details of Interest earned

3. Dividends Received

4. Other Income

 

Deductions

 

1. A list of your claims ( I do not need to see your receipts unless your

claims are for large expenses for work related expenses.

2. List of Donations to charity

3. Other Claims

 

John will advise you on the hidden tax offsets you may be entilted to. 

 

Office hours: 9 to 5

                  Thursday nights by appointment

                  Saturdays by appointment only


 The office is situated just down from Manly Leagues Club

opposite the Crystal Car Wash in the Spurlings Formal Wear building

Corner of Victor Road and Pittwater Road, Brookvale  9905 2389 

 

 

 

 

 

 

 

 

 

 

 

 

THE TAX GUY'S TOP TEN TAX TIPS

 

1) Split your income - money was made round to go around - don't be greedy

 

2)  See your accountant first -  avoid disasters

 

3)  Timing - when you do things can be critical with income tax

 

4)  Avoid savings interest -  invest in shares using a stock broker for guidance

 

5)  Turn assets into tax deductions

 

6)  Utilize loan payment deductions

 

7)  Know your TDs (tax deductions)

 

8)  Know the tax rate differentials

 

9)  Connect with hobbies

 

10)  Use available tax offsets