Elite Tax Success (Kervin and the team)

Unit 6 15-21 Collier Road
Morley Western Australia 6062

Our Booking PolicyImportant : Please ensure your mobile number is correct in order to receive SMS reminder. * For 2025 tax return, Kervin is only taking bookings in early November and Tandin is in August. Thank you

Services

Individual tax return - 1 client

30 mins·

Individual tax return - 2 clients

1 hr·

Individual tax return - rental property

45 mins·

Individual tax return - soletrader

1 hr·

Tax advice in-person meeting - Kervin

30 mins·

Tax advice in-person meeting - Tandin

30 mins·

Tax advice by phone - Kervin

30 mins·

Tax advice by phone - Tandin

30 mins·

Home loans

30 mins·

Tax planning strategies

45 mins·

Business client

30 mins·

Estate planning

45 mins

Financial Planning: 15-Minute Complimentary Discovery Call

15 mins·

Financial Planning: Initial – Wealth Builder (Recommended age: 25–49)

1 hr·

This structured conversation helps assess financial goals during the asset-building years. We explore income, expenses, family and lifestyle aspirations, and future priorities such as education funding, debt reduction, home upgrades, or career transitions. The aim is to identify planning needs and areas of opportunity. No advice is provided.

While this session focuses on understanding your current position, we may also briefly touch on how we can help you build and manage your superannuation, pension, investments and insurances, and develop strategies to minimise tax, grow and protect wealth, project future income, and ultimately give you peace of mind, clarity, and control over your financial future.

Financial Planning: Initial – Pre-Retirement Planning (Recommended age: 50–65)

1 hr·

As retirement approaches, this session helps clarify key needs such as income planning, superannuation balances, and lifestyle expectations. We also consider potential tax inefficiencies and future financial commitments. This is an information-gathering session only; no financial advice is provided.

While this session focuses on understanding your current position, we may also briefly touch on how we can help you build and manage your superannuation, pension, investments and insurances, and develop strategies to minimise tax, grow and protect wealth, project future income, and ultimately give you peace of mind, clarity, and control over your financial future.

Financial Planning: Initial – Retirement Planning (Recommended age: 65+)

1 hr·

Designed for those in or nearing retirement, this session gathers details about income sources, lifestyle plans, aged care preferences, and estate considerations. We aim to understand your financial position and future needs. No advice or recommendations are made in this meeting.

While this session focuses on understanding your current position, we may also briefly touch on how we can help you build and manage your superannuation, pension, investments and insurances, and develop strategies to minimise tax, grow and protect wealth, project future income, and ultimately give you peace of mind, clarity, and control over your financial future.

Financial Planning: Annual Review – Existing Clients Only

1 hr·

Team

About

All Taxes : Business Advisory : Lending : Financial Planning
Our team are dedicated professionals work together to simplify your tax, accounting and finance requirements. Experts across all service levels, our team will work to the highest standard.

+61 8 9370 5515

elitetax@successwa.com

https://SuccessWA.com

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