Basic information so we know who we're working with.
If you're coming back, we'll skip the intro questions and go straight to what matters this year.
Income earned 1 July 2025 – 30 June 2026
Income earned 1 July 2024 – 30 June 2025
I have older returns to lodge
This helps me prepare a real strategy before I even get on the call.
Don't stress if you're not sure about exact amounts — rough figures are fine. We'll go through everything in detail on the call.
Tell me what applied to you this year. No need to calculate anything — I take care of that on the call.
Required to verify your identity and process your return. All documents are kept strictly confidential.
Please read carefully before signing.
This letter confirms the terms under which LeTaxReturn agrees to provide an optimisation tax session to you.
Services
I will conduct an in-depth call to review your full tax position including ABN and/or TFN income, deductions, optimisation strategies, and long-term planning. I will prepare and lodge your tax return with the ATO during or following the call.
Fee & Payment
The fee for this service is $250 AUD (inc. GST), payable after the session is completed. A card on file is required to confirm your booking. A $50 cancellation fee applies for no-shows or cancellations within 24 hours.
Your responsibilities
Confidentiality
All information is treated as strictly confidential and will not be disclosed to any third party without your consent, except as required by law.
This authorises LeTaxReturn to act as your registered tax agent with the ATO.
I hereby authorise LeTaxReturn (Registered Tax Agent) to act on my behalf in all matters relating to my individual income tax return, including:
This authority remains in force until revoked in writing.
I've reviewed your situation and I'm ready. Pick a time that works for you.
An in-depth session covering your full tax position — ABN, deductions, long-term strategy, and everything in between.
Book your optimisation session below. Yann will review your full file beforehand. Payment is collected after the session.
Free to book. Payment of $250 is collected after your session.