Lucas & Co Services
At Lucas & Co, we can prepare your income tax returns and much more.
We can help with all your individual circumstances as noted below:
- PAYG summaries for one company or more (maximise your work and travel deductions)
- Investment properties (are you maximising your non cash deductions?)
- Shares (are you trading or investing? Are you aware of the implications?)
- Capital gains tax or losses (on shares or investment properties, what are the best strategies to minimise your capital gains?)
- Personal Service Income (are you trading as a sole trader?)
- Are you on a working holiday visa? (lodge your return or you may be missing out on a substantial income tax refund, we can help you wherever you are in the world)
- Self-Managed Superannuation Funds
Business Services
We offer business owners an integrated approach towards managing their bookkeeping and tax compliance. We use the latest technologies to provide the business owner the most up to date information at any point in time and place.
If you are a business owner and have annual turnover between $100,000 and $5 million, we will provide you with the following services at a fixed fee for the whole financial year: - Bookkeeping services
- Use of accounting software (Quickbooks, Xero and MYOB)
- Use of Lucas & Co. online portal
- Monthly management accounts
- Onsite meetings to discuss performance
- Benchmarking to other business
- Cashflow and budgeting business plan
- Monthly or Quarterly BAS returns
- Payroll function (if any) and related payroll tax returns (if applicable)
- Income tax returns
