Business Details
30 Years
experience
Expert Accounting Services in Lavington, NSW
Established in 1996, TD Accounting has built a reputation as a trusted accounting practice serving small to medium businesses and individuals. Our family-run business prioritises honesty, integrity, and approachability, offering tailored solutions to meet the unique challenges faced by our clients. With over two decades of experience, we specialise in tax returns, financial statements, BAS/GST compliance, bookkeeping, and investment property advice. Our team includes qualified professionals like John Daniel, a Fellow of the Institute of Public Accountants, and Regan Mitchelson, a Xero-certified accountant. We differentiate ourselves through a personalised approach, ensuring clients receive expert guidance and support. Our mortgage brokering service, launched in 2012, provides tailored financing solutions for homes, investments, and business assets.Committed to continuous growth, we adapt to industry changes while maintaining a focus on client care. Our teams combined expertise, including Justice of the Peace services and consultancy from founder Trish Daniel, ensures comprehensive support. We adhere to strict professional standards, evidenced by our membership in the Tax Practitioners Board and recognition through the Professional Standards Councils Cover of Excellence Award. Client satisfaction remains our priority, reflected in our long-standing relationships and referrals. By blending technical expertise with a human touch, we empower clients to achieve financial clarity and success.
Services
Tax Returns
Bookkeeping
BAS Statements
GST Advice
Business Advisory
Mortgage Brokering
Financial Statements
Investment Property Advice
Payroll Services
Self-Managed Super Funds
Details
- Year established: 1996
Highlights and features
- 25+ years of experience serving small businesses and individuals
- Personalised service prioritising honesty and approachability
- Xero-certified accountants with technical expertise
- Comprehensive services including tax, bookkeeping, and mortgage brokering
- Award-winning practice with professional accreditation
Associations and certifications
- Institute of Public Accountants (IPA)
- Tax Practitioners Board
- Professional Standards Councils Cover of Excellence Award
Services
Tax Returns
We prepare tax returns for individuals, partnerships, companies, trusts, and self-managed super funds. Our team ensures compliance with ATO requirements while maximising deductions. Clients receive clear explanations of their obligations and entitlements.
Bookkeeping
Our bookkeeping services include payroll processing, superannuation lodgments, and BAS statements. We use Xero software to maintain accurate records, ensuring businesses stay compliant and informed about their financial position.
Mortgage Brokering
We offer mortgage brokering to assist with home, investment, and business asset financing. Our service includes competitive rate comparisons and tailored loan structures to meet individual client needs.
GST Advice
We provide guidance on GST registration, reporting, and compliance. Our advice helps businesses navigate complex tax obligations while maintaining ATO compliance and avoiding penalties.
Business Advisory
Our advisory services cover business start-ups, cash flow management, and growth strategies. We work closely with clients to develop practical solutions aligned with their long-term objectives.
People
John Daniel
Owner & Principal
John has been a registered tax agent since 2008 and Fellow of the Institute of Public Accountants since 2011. He leads TD Accounting with expertise in taxation and mortgage brokering, combining 20+ years of experience.
Regan Mitchelson
Accountant
Regan is a Xero-certified accountant specialising in tax compliance and GST matters. She provides tailored support to small businesses, ensuring accurate financial reporting and regulatory adherence.
Jenny Mitchelson
Administration & Bookkeeping
Jenny manages client communications and handles bookkeeping tasks including payroll and BAS lodgments. Her organisational skills ensure smooth day-to-day operations for TD Accounting clients.
Questions
What accounting services does TD Accounting offer?
We provide tax returns, bookkeeping, BAS/GST compliance, business advisory, mortgage brokering, and investment property advice for individuals and small businesses.
How is TD Accounting different from larger firms?
As a family-run practice, we prioritise personalised service, approachability, and understanding small business challenges, unlike larger firms focused on volume-based service models.
Do you offer mortgage brokering services to non-clients?
Yes, our mortgage brokering service is available to everyone, not just existing accounting clients, providing tailored financing solutions for homes and investments.
How do I prepare for my first accounting appointment?
Bring income statements, expense receipts, asset records, and prior tax documents. Our checklist ensures you provide all necessary information for accurate reporting.
What areas does TD Accounting serve?
We primarily serve Lavington, Albury, and surrounding regional NSW areas, with both in-person and remote service options available.
Reviews (2)
Kerry Horn
Jul 19, 2016
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I would not go anywhere else! They are helpful friendly and professional my tax cheque is on the way thanks again John and team
Meg Thompson
Jan 10, 2015
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This agency was fantastic at assisting me while I was in the country temporarily and continued to provide information on any request even after I moved back to the US. Will definitely use their services when back in Aus!
