Personal tax services · Brisbane & the Redlands
Your tax affairs, clearly understood.
Whether your return is straightforward or more involved, Jewell Moore takes time to understand your circumstances and help you work through your personal tax affairs.
Our Cleveland team brings professional preparation, clear explanations and practical tax-planning support to the matters that affect you.
Personal tax services · Jewell Moore
Personal service for your circumstances.
Your return is part of a bigger picture. We focus on the information and questions relevant to you, with a clear process for working together.
Understand your situation
Tell us about your income, activities and any changes during the year. We clarify the scope of work and the information needed.
Prepare with care
We use the records you provide, ask questions where clarification is needed and prepare the agreed tax work for your review.
Explain what matters
We explain information requests, findings and next steps in plain language so you can understand the work being undertaken.
Personal tax services · Jewell Moore
Individual tax-return preparation.
From a straightforward individual return to several sources of income, we help bring the relevant information together.
A return that reflects your circumstances
We discuss your income, relevant expenses and changes that may affect the work. If your affairs include property, investments, business income or overseas matters, we identify the additional information required.
Preparation includes clarifying questions and reviewing the records available. We then arrange the review and authorisation steps for the agreed work before lodgement.
Personal tax services · Jewell Moore
Changed circumstances? Let’s talk.
A change in your life can bring new tax questions. Tell us what has happened, or what you are considering, so we can identify the matters to work through.
New income or working for yourself
A new source of income or a sole-trader business may change the records and reporting you need.
Explore sole-trader support →Property or investment transactions
Buying, renting out or disposing of an asset can require additional information and a closer look at the circumstances.
Explore property and capital gains →Overseas income or moving countries
The countries involved, timing and nature of your dealings help determine the scope of work and any specialist input needed.
Explore international tax support →SMSF administration
If you need fund accounting, establishment documentation or ongoing compliance support, explore our SMSF offering.
Explore SMSF services →Personal tax services · Jewell Moore
Deductions and the records behind them.
Not sure whether an expense is relevant? Bring the details and supporting records so we can consider it in the context of your circumstances.
Work through the expenses
We help assess the expenses relevant to your tax work, including the nature of the cost, its purpose and any information needed to clarify its treatment.
A payment or receipt alone does not establish eligibility. We consider the applicable requirements and circumstances.
Keep useful information
Organised records make it easier to explain what an expense relates to. Tell us how the item was used and whether any private use or reimbursement was involved.
If you are unsure what evidence to keep, ask us before relying on an assumption.
Personal tax services · Jewell Moore
Plan ahead for important decisions.
A conversation before a significant change can help you understand the tax questions and records to consider.
Look beyond the annual return
Personal tax planning considers your current circumstances and proposed changes. We help you explore relevant tax implications, information requirements and options within the agreed scope.
Where a decision also involves legal, financial or investment advice, that input should be coordinated with appropriately qualified advisers.
Planning depends on your circumstances and does not guarantee a refund or a particular tax saving.
Personal tax services · Jewell Moore
Getting your information ready.
You do not need to know every answer before contacting us. Start with an outline of your circumstances and the records you already have.
Income information
Gather the details relevant to your income sources, including information that may need clarification or may not appear in pre-filled records.
Expenses and records
Organise receipts, statements and other supporting information for expenses you want us to consider. Explain what the costs relate to.
Changes and questions
Make a note of property, investment, business or overseas changes, and anything you would like to discuss.
Submitting the information form supplies details for preparation. It does not lodge your return with the ATO. We may request additional information before undertaking or completing the work.
Personal tax services · Jewell Moore
More specialised support.
Some matters need a more focused discussion. Find the support relevant to your circumstances.
Property & capital gains
Rental-property tax affairs, asset disposals and more complex transactions.
Explore property support →Sole traders
Personal and business tax, records and ongoing accounting support.
Explore sole-trader support →International tax
Australian tax work involving overseas income, assets and cross-border circumstances.
Explore international support →SMSF
Establishment documentation, rollover administration and accounting/compliance support following appropriate financial advice.
Explore SMSF services →Personal tax services · Jewell Moore
Questions about personal tax services.
A few answers to help you prepare for your first conversation.
Do you prepare straightforward individual returns?
Yes. We welcome general individual tax clients as well as people with more involved affairs. Tell us what you need help with so we can agree the appropriate support.
What if I am missing some information?
Let us know what you have and what is missing. We can discuss the information needed and how gaps may affect the next steps. Do not assume the available records are complete.
Should I tell you about a change even if I am unsure it affects tax?
Yes. Mention new income sources, property or investment transactions, business activities and overseas matters. We can clarify whether further information is relevant to the work.
Can I discuss a prior-year return or an ATO query?
Yes. Bring the relevant return, notice or correspondence and explain the issue. We can assess the assistance required and agree the scope before proceeding.
Does submitting the information form lodge my return?
No. The form provides information for preparation. We will discuss any additional details needed and arrange review and authorisation before an agreed lodgement.
How do I find out the cost and timing?
Contact us with an outline of your circumstances. The work and information required affect the scope, fee and timing, which should be discussed before work begins.
Personal tax services · Jewell Moore
Let’s discuss your tax needs.
Tell us about your circumstances, the work you need help with and any questions you would like to explore.
Speak with our Cleveland team
Start a conversation about your return, changed circumstances or personal tax planning.
Contact Jewell Moore
1 Shore Place
25–31 Shore Street West
Cleveland QLD 4163
Prefer to send an enquiry? Use the form below.