Question 1

Can you help me with my individual tax return?

Accepted Answer

Yes!  Proactive Tax and Business Services prepare and lodge personal returns, ensuring individuals understand their tax requirements. We now have the flexibility to offer telephone or online appointments. You can of course still make an appointment to come into the office, or simply send us your paperwork or drop it in. We can complete your tax return and then contact you with any more questions.

Not sure where to start? Proactive Tax and Business Services have prepared a Tax Guide and a Tax Checklist for your convenience.

Question 2

Do you offer tax and support services for business?

Accepted Answer

Yes!  Proactive Tax and Business Services offers support for entrepreneurs and business owners. We provide a range of tailored packages with varied levels of support. View our business packages here > (https://www.proactivetax.com.au/business-services) (https://www.proactivetax.com.au/business-services)

Question 3

Can you provide advice regarding Self Funded Super Funds?

Accepted Answer

Yes!  Proactive Tax and Business Services can provide authorised support for the setup and management of Self Funded Superannuation Funds. We have compiled the Financial Services Guide below to assist you in deciding whether to use any of the financial services that we provide.

Looking to take the next step? To ensure we are acting in the best interests of the client, Proactive have also prepared the following detailed Fact Finder document to collect vital information.

If you would like any further information please get in touch on 03 5775 2713.

Question 4

Does it matter what industry I am in or where I am located?

Accepted Answer

Proactive Tax & Business Services have more than 1,000 clients across a range of industries including:

• Agriculture & Farming
 • Hospitality
 • Retail & Small Business
 • Medical & Professional Services
 • Construction & Trades
 • Travel & Tourism

We assist small to large businesses, family groups, not-for-profit enterprises, individuals and companies throughout the local Mansfield area, regional Victoria, Melbourne, interstate and international locations.

If you would like any further information please get in touch on 03 5775 2713.

Question 5

How do I make an appointment?

Accepted Answer

Proactive Tax & Business Services offer appointments during business hours Monday - Friday. Please email or phone or office to arrange a time that suits. Contact us here >  (https://www.proactivetax.com.au/contact-us)

If you are a new client, you can complete and return our New Client Form below or online here (https://www.proactivetax.com.au/new-client)