If you’ve ever searched “tax agent near me,” you’re not alone. Each year, millions of Australians turn to local tax agents to help manage their personal and business finances. In fact, over 8.1 million individual tax returns were lodged through registered tax agents in 2024 (ATO, 2025). With Australia’s complex tax rules, working with a local expert can take the pressure off at tax time, ensure your return is accurate, and help you maximise any potential refund.
What Does a Tax Agent Do?
A tax agent is a licensed professional registered with the Tax Practitioners Board (TPB). They’re authorised to prepare and lodge tax returns for individuals and businesses, and they must meet strict education and experience standards to obtain and maintain their registration. Only registered tax agents can legally charge a fee for these services in Australia.
When you engage a tax agent near you, they can help by:
- Collecting your income and deduction records (e.g. PAYG summaries, invoices, receipts).
- Advising on eligible deductions or tax offsets based on current ATO rules.
- Preparing and lodging your income tax return on your behalf.
- Communicating with the ATO if any issues or audits arise.
- Handling BAS lodgments, GST reports, and other compliance requirements for business clients.
Their professional knowledge ensures that you’re not only meeting your obligations, but doing so with peace of mind.
Benefits of Using a Local Tax Agent
1. Personalised, Face-to-Face Service
A local tax agent provides a personal touch that online-only services often lack. Meeting face-to-face helps your agent understand your circumstances in more detail, whether you’re an employee, a sole trader, or a business owner. This can lead to tailored strategies that are legally compliant and financially advantageous.
2. Maximise Your Refund Legally
Experienced tax agents know how to apply deductions properly—without red flags. You may be missing out on deductions for work-from-home expenses, investment losses, depreciation, or small business tax concessions. A registered agent helps ensure you’re claiming everything you’re entitled to.
3. Save Time and Stress
Doing your own tax return can take hours—and mistakes can be costly. A tax agent takes care of everything, from data entry to compliance checks. Plus, they use ATO-integrated software for faster and more secure lodgment.
4. Extended Lodgment Deadlines
Registered tax agents get extended lodgment deadlines through the ATO’s tax agent program. This gives you more time to get your documents together, especially helpful if your situation is complex or you’ve left it late in the financial year.
Choosing the Right Tax Agent Near You
Not all agents are the same. Here’s how to choose a reputable, qualified professional:
Verify Registration
Use the TPB’s public register to confirm the agent is licensed. If they’re not registered, they’re not legally allowed to charge a fee for tax services.
Ask About Experience
Does the agent handle cases like yours? For example, if you run an e-commerce business or are an investor, you’ll benefit from someone with expertise in your area.
Check Qualifications
Many tax agents are also members of CPA Australia or Chartered Accountants ANZ. These professional bodies enforce high standards of continuing education and ethics.
Review Fees
Some charge a fixed fee, others hourly. Be wary of agents who aren’t transparent. Ask for a written estimate or pricing structure before committing.
Assess Their Availability
Tax season gets busy—especially between July and October. Make sure your agent will be responsive and accessible when you need them, not just during tax time.
Communication Style Matters
Your agent should be easy to talk to and able to explain tax concepts in plain English. The best professionals educate and empower their clients.
What Services Can a Tax Agent Provide?
Depending on your needs, a tax agent can assist with:
- Individual tax returns: PAYG, Centrelink, investment property, shares, capital gains.
- Business returns: Sole traders, companies, partnerships, trusts.
- BAS/GST preparation and lodgment
- Tax planning and general financial structuring
- Advice for life events: Selling assets, inheritance, buying a home, or changing business structures.
When to See a Tax Agent
You might benefit from seeing a local tax agent if:
- You’ve started a side hustle or small business.
- You’ve sold an investment or cryptocurrency.
- You want to claim deductions for work-related or home office expenses.
- You have rental property income or share investments.
- You’re behind on previous tax returns.
- You simply want peace of mind.
Working With a Tax Agent Effectively
To get the most from your tax agent near you, come prepared:
- Bring records: PAYG summaries, invoices, bank statements, donation receipts, insurance, etc.
- Use digital tools like the ATO’s myDeductions app to organise expenses throughout the year.
- Disclose any major changes in your situation (e.g. starting a new job, marriage, kids, buying a home).
- Ask questions—understanding your return builds your financial confidence.
Why Choose a Local Firm Like TTS & Associates?
By working with a local tax professional such as TTS & Associates, you get more than just tax return preparation. You gain a long-term financial partner who understands your community, your industry, and your goals.
You also get:
- Timely reminders for tax and BAS due dates
- Help responding to ATO letters or audits
- Ongoing support for business structure, cash flow planning, and compliance
When it comes to your finances, accuracy and professionalism matter. Choose a local registered tax agent who will advocate for your best interests and ensure your obligations are met with confidence.
Looking for a qualified tax agent near me?
Contact us today to book your consultation with TTS & Associates.
This article contains general information only. Always seek personalised advice from a registered tax professional before acting.
