Individual tax returns, prepared personally
Accurate, thoughtfully prepared returns for employees, retirees and investors — every deduction you're entitled to, properly documented.
- Registered tax agent · TPB 24812228
- Online Australia-wide & Avalon Beach
Indicative fee
From$220
per return
Fixed quote after a free 15-minute call, handled by Jan personally.
Book a free intro callOverview
Plenty of people can lodge a simple return themselves. The value of a registered tax agent is in the detail: every deduction you're entitled to claimed and supported, nothing the ATO already knows about left out, and a clear understanding of what's being lodged in your name.
Jan prepares every return himself. He reviews your income, deductions and offsets line by line, cross-checks the ATO's pre-filled data and talks you through the result before anything is lodged. If your year brought a change, such as a new job, a first investment or a side business, he'll explain what it means for this return and the next.
Who it's for
Employees, retirees, students and anyone with investments
- Employees with work-related expenses, including working from home
- Retirees with pension, investment or part-time income
- Share, managed fund and crypto investors
- First-time lodgers who want to start on the right foot
- Anyone whose year brought a change, such as a new job or a move
Individual tax returns
What's included
Handled personally by Jan and covered by the fixed quote you'll receive before any work begins.
Income reviewed line by line
Salary, allowances, interest, dividends and other income checked against your records and the ATO's pre-fill.
Deductions claimed properly
Work-related expenses, working from home, donations and the cost of managing your tax affairs, claimed where you're entitled and backed by records.
Offsets and levies checked
Private health insurance, the Medicare levy and surcharge, and study loan repayments reviewed, so there are no surprises.
A walk-through before lodgment
Jan explains the result in plain English and answers your questions before anything is lodged.
More time to lodge
Join Jan's client list before 31 October and you may qualify for a later due date under the ATO's lodgment program.
Notice of assessment reviewed
When the ATO issues your notice of assessment, Jan checks it matches what was lodged.
Jan Jansen
Registered Tax Agent · TPB 24812228
The difference
Why work with Jan
A registered tax agent and former Tax Manager, now running his own practice so every client deals with him directly.
One adviser, start to finish
The registered tax agent you speak to is the one who prepares, reviews and lodges your return. No hand-offs.
A fixed fee, agreed first
You'll have a written quote before any work begins, so the cost is never a surprise.
Claims you can stand behind
Deductions are claimed where you're entitled and supported by records, so your return is ready if the ATO ever asks questions.
An eye on next year
If something is worth doing differently, from the records you keep to a decision before 30 June, Jan will tell you.
Before you start
What to have ready
Don't worry if you can't lay your hands on everything. After your intro call, Jan sends a tailored checklist, so you only gather what's actually needed.
Your checklist
8 items
- Your last notice of assessment, if you have it
- Income statements from employers (usually in myGov)
- Bank interest, dividend and managed fund statements
- Receipts and records for work-related expenses
- A record of the hours you worked from home
- Private health insurance policy details
- Receipts for tax-deductible donations
- Details of any shares, crypto or property you sold
How it works
Four steps, no surprises
From your first enquiry to lodgment, you'll always know what happens next and what it will cost.
- 01
Enquire
Send a short enquiry online. A sentence or two about your situation is plenty.
- 02
Free intro call
A relaxed 15-minute call by phone or video with Jan to understand what you need. No obligation.
- 03
Fixed-fee quote
You receive a clear, written quote before any work begins. No surprise invoices.
- 04
Prepared, reviewed, lodged
Jan prepares everything, walks you through it, then lodges and keeps you updated.
Questions
Your questions, answered
Can't see yours? Browse all FAQs or ask Jan directly.
Do I get more time to lodge if I use a tax agent?
Usually, yes. If you lodge yourself, your return is generally due by 31 October. If you're on a registered tax agent's client list before that date, you may be eligible for a later due date under the ATO's lodgment program, although some people, such as those with earlier returns still outstanding, may not qualify. Jan will confirm your date when you engage him. If you're expecting a refund, there's no need to wait.
What can I claim as a work-related deduction?
The ATO applies three basic tests: you must have spent the money yourself and not been reimbursed, the expense must directly relate to earning your income, and you need a record to prove it. If an expense is partly private, only the work-related portion can be claimed. Jan will go through the claims that fit your job and make sure each one is supported.
What is the new $1,000 standard deduction?
From the 2026–27 income year, eligible workers can claim a standard deduction of up to $1,000 for work-related expenses without keeping receipts. If your work-related expenses are higher, you can claim them instead, but you'll need written evidence for everything you claim. It doesn't apply to 2025–26 returns. Jan will help you work out which option suits you, and which records are worth keeping from now on.
My return is simple. Do I still need a tax agent?
Not necessarily. Many people with straightforward affairs lodge through myTax themselves. People tend to come to Jan when they want certainty that everything has been claimed correctly, when something in their situation has changed, or when they'd simply rather hand it to someone they trust. If your return really is simple, he'll tell you.
Can you fix a mistake on a return I've already lodged?
Yes. If income or a deduction was missed in an earlier year, Jan can review the return and lodge an amendment for you, from $165 per amendment. Time limits apply to amendments, so it's worth acting as soon as you notice.
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Further reading
All insights
Individual tax returns
Talk it through with Jan.
Tell Jan a little about your situation and he'll come back to you within one business day to arrange a free 15-minute intro call. No obligation, no hard sell.
Based in Avalon Beach · Online Australia-wide, in person on the Northern Beaches by arrangement