Tax Returns and Tax Accountant on the Sunshine Coast
Personal and business tax returns prepared and lodged by a Registered Tax Agent with more than 25 years' experience. Get it right, get it lodged on time, and claim everything you are entitled to.
Book a free 30-minute consultation
Tax returns for individuals and businesses on the Sunshine Coast
Mentor Tax & Advisory prepares and lodges tax returns for people and businesses across the Sunshine Coast and around Australia. Whether you are a PAYG employee with a rental property, a sole trader in your first year of business or a family group with a company and a trust, you deal directly with a Registered Tax Agent who looks at the whole picture, not just the form in front of them.
Our aim is simple: a return that is correct, lodged on time, and that claims everything you are entitled to – no more and no less.
Returns we prepare and lodge
Individuals
Salary and wage earners, contractors, retirees and investors. We check your pre-filled data against your own records, work through deductions that apply to your job and investments, and explain the result before anything is lodged.
Sole traders
Business income and expenses, motor vehicle and home office claims, depreciation of tools and equipment, and the personal services income rules where they apply. If you are registered for GST, we make sure your return lines up with your BAS.
Partnerships
The partnership return plus each partner's individual return, with the profit split recorded correctly so nobody is caught out.
Companies
Company tax returns, financial statements, franking accounts, Division 7A loans between the company and its shareholders, and dividend planning.
Trusts
Family and unit trust returns, trustee resolutions made before 30 June, and distributions that stand up to scrutiny. If you are weighing up a trust structure, our guide to family trusts is a good starting point.
Rental property schedules
Investment properties are one of the most common sources of errors in tax returns. We prepare the rental property schedule for each property, separate repairs from capital improvements, apportion interest where a loan has mixed purposes, and arrange depreciation using a quantity surveyor's report where you have one. When you sell, we calculate the capital gain and apply any discount or exemption you qualify for. Read more in our guide to rental property deductions and CGT.
Tax planning, not just tax compliance
The best time to reduce tax is before 30 June, not after. For business owners and investors we review your expected result in the last quarter of the financial year and look at the timing of income and expenses, asset purchases, super contributions, trust distributions and the structure you trade through. You get a plain-English summary of the options and what each one is likely to mean for your tax. Our EOFY tax planning checklist covers the basics.
ATO correspondence and reviews
A letter from the ATO can be stressful, but most can be resolved quickly with the right response. As your registered agent we can deal with the ATO on your behalf: answering questions about your return, responding to reviews and audits, arranging payment plans, requesting remission of penalties or interest where appropriate, and lodging any overdue returns to bring you up to date.
When your return is due – and how a tax agent helps
If you lodge your own 2026 tax return, it is due by 31 October 2026. When 31 October falls on a weekend, as it does this year, the ATO accepts self-lodged returns on the next business day.
Registered tax agents have a lodgment program that allows later due dates for clients on their client list. Under the ATO's 2026–27 program, many individuals and trusts have until 15 May 2027, with a concessional date of 5 June 2027 if any tax owing is also paid by then. Some clients have earlier dates – for example, individuals and trusts whose latest return produced a tax liability of $20,000 or more are due by 31 March 2027.
The catch: to be covered by the lodgment program, you need to be added to our client list by 31 October 2026. The ATO has confirmed this cut-off does not move to the next business day, even though it falls on a weekend. If you have prior-year returns outstanding at 30 June 2026, those must be lodged by 31 October 2026 as well, otherwise your 2026 return is due on 31 October. If you are behind, get in touch now so we can sort it out before the deadline.
Why Mentor Tax & Advisory
- Qualified and registered. Director Blake Land holds a Bachelor of Commerce, is a member of AIPA and a Fellow of the NTAA, and is a Registered Tax Agent (TAN 25901938).
- Experience you can lean on. More than 25 years in tax and accounting, and over 10 years working with Sunshine Coast clients.
- One adviser, start to finish. The person who prepares your return is the person you talk to.
- Connected to your books. As a Xero L2 Certified Advisor, we can work straight from your Xero file, and we also look after bookkeeping and BAS if you want everything in one place.
- Specialist areas. We also work with self-managed super funds and QBCC-licensed builders.
Local to the Sunshine Coast, available Australia-wide
We work with clients in Noosa, Coolum Beach, Maroochydore, Mooloolaba, Buderim, Caloundra and Gympie, and with clients anywhere in Australia online. Documents can be shared securely and meetings held by phone or video, so where you live does not limit who prepares your return.
Book a free 30-minute consultation
Business owners can book a free 30-minute consultation to talk through their tax position, structure or a specific ATO issue. Call Blake on 0400 074 846 or send us a message and we will be in touch.
Frequently asked questions
When is my 2026 tax return due?
If you lodge your own return, it is due by 31 October 2026, and because that date falls on a weekend this year the ATO accepts self-lodged returns on the next business day. If you use a registered tax agent, you may have until 15 May 2027 or later under the agent lodgment program, provided you are on the agent's client list by 31 October 2026.
Do I get more time if I use a tax agent?
Usually, yes. Registered tax agents have a lodgment program with later due dates. Many individuals and trusts have until 15 May 2027 for their 2026 return. Some have earlier dates, such as people whose last return showed a tax liability of $20,000 or more, and anyone with returns outstanding at 30 June 2026. You must be added to our client list by 31 October 2026 to be covered.
I have several years of tax returns outstanding. Can you help?
Yes. We regularly help people catch up on overdue returns. We gather your income information from the ATO, work out deductions from the records you have, and lodge the returns in order. If prior-year returns are lodged by 31 October 2026, your 2026 return can still receive our lodgment program due date. We can also deal with the ATO about any penalties or payment arrangements.
Can you prepare returns for my company and family trust?
Yes. We prepare company and trust returns along with the financial statements, trustee resolutions and the individual returns of the people who receive distributions. Keeping the whole group with one adviser means distributions, loans and dividends are planned together rather than discovered after the fact, which reduces errors and makes tax planning far more effective.
What do I need to bring for a rental property schedule?
Bring your rental statements from the property manager, loan statements showing interest, council and water rates, insurance, invoices for repairs and maintenance, and any depreciation schedule. If you bought or sold during the year, include the settlement statements. We separate repairs from improvements and make sure your claims match the records the ATO expects you to keep.
Do you only work with Sunshine Coast clients?
No. We are based on the Sunshine Coast and work with clients in Noosa, Coolum Beach, Maroochydore, Mooloolaba, Buderim, Caloundra and Gympie, but we also look after clients right across Australia online. Documents are shared securely and meetings can be held by phone or video, so location is not a barrier.