Business Details
Your Trusted Accountants in Albury, NSW
Jtax Accounting & Finance Albury has been serving businesses and individuals in Albury/Wodonga and surrounding areas since our establishment. As a CPA-approved firm with an Australian Tax Agent Licence, we combine professional integrity with a commitment to client satisfaction. Our team of qualified accountants and finance brokers specialises in tax accounting, financial services, and business advisory solutions. We pride ourselves on our competitive fee structure and deep industry expertise across agriculture, logistics, manufacturing, and registered training organisations. Our Xero Gold Partner status ensures cutting-edge accounting software implementation. With access to over 40 lenders, we deliver tailored finance solutions including home loans, business finance, and equipment leasing.Our services extend to tax planning, investment property advice, and insolvency management, ensuring comprehensive support for small to medium enterprises. We maintain transparency in all dealings and offer flexible appointment times, including weekends, to accommodate client needs. Our focus on ATO compliance and risk insurance advice helps clients navigate complex financial landscapes with confidence. Through decades of combined experience, we have built a trusted reputation in the Albury-Wodonga region, serving long-term clients who value our personalised approach.
Services
Tax Returns
Bookkeeping
Business Advisory
Tax Planning
Financial Services
Payroll Services
GST Compliance
Investment Property Advice
Insolvency Advice
Xero Accounting Software
Highlights and features
- We are a CPA-approved accounting firm with Australian Tax Agent Licence
- Our Xero Gold Partner status ensures cutting-edge accounting software solutions
- We offer access to over 40 lenders for competitive finance options
- Our team has industry-specific expertise across agriculture, logistics, and manufacturing
- We provide flexible appointment times including weekend availability
Associations and certifications
- CPA Australia
- Australian Taxation Office
Services
Tax Returns
We prepare and lodge individual and business tax returns with maximum refund optimisation. Our ATO-compliant service includes investment property tax strategies and capital gains tax planning. Clients receive guidance on deductible expenses and documentation requirements.
Bookkeeping
Our bookkeeping services cover payroll management, GST compliance, and financial reporting. We implement Xero accounting software and provide ongoing support for debtors/creditors management and BAS/PAYG obligations.
Business Advisory
We offer business structure setup, tax planning, and financial management solutions. Our expertise covers company/trust establishment, cashflow management, and industry-specific advisory for agriculture and logistics sectors.
Tax Planning
Our tax planning services utilise specialist software for year-round strategy development. We focus on investment property tax minimisation, business tax compliance, and personal tax optimisation strategies.
Financial Services
We provide home loans, business finance, and equipment leasing through 40+ lenders. Our services include loan restructuring, short-term funding, and SMSF loan solutions with full documentation support.
People
Simon Jacobs
Director/Accountant
Simon Jacobs is a qualified accountant and finance broker with industry experience across construction, transport, and manufacturing. He holds Tax Agent Licence 26122730 and specialises in business advisory services for Albury-Wodonga enterprises.
Questions
What accounting services do you offer?
We provide tax returns, bookkeeping, business advisory, GST compliance, and financial management services for individuals and businesses in Albury/Wodonga.
Are you qualified accountants?
Yes, we are CPA-approved accountants with Australian Tax Agent Licence 26122730 and Xero Gold Partner status for accounting software solutions.
Do you offer finance solutions?
Yes, we offer home loans, business finance, and equipment leasing through 40+ lenders with same-day short-term funding options available.
What areas do you service?
We service Albury, Wodonga, Thurgoona, and surrounding NSW regions with both in-person and remote accounting/finance solutions.
Can you help with investment property tax?
Yes, we specialise in investment property tax planning including capital gains tax minimisation and rental income compliance strategies.
Do you offer weekend appointments?
Yes, we provide flexible appointment times including weekends to accommodate client schedules in the Albury-Wodonga region.
Reviews (3)
Scott
Nov 04, 2021
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Positive:Professionalism,Value
Simon got me my biggest tax return at a price far less than my previous accountant. His service, knowledge and advice is second to none. Having an accountant that can offer financial advice is invaluable. I highly recommend his services.
Simon got me my biggest tax return at a price far less than my previous accountant. His service, knowledge and advice is second to none. Having an accountant that can offer financial advice is invaluable. I highly recommend his services.
Jennifer Ryan
Feb 16, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Simon is a wealth of information, very easy to talk to and makes staying in the know easy and relatable. Straight talking finance advice with out the complicated jargon.
Simon is a wealth of information, very easy to talk to and makes staying in the know easy and relatable. Straight talking finance advice with out the complicated jargon.
Kathy Jacobs
Aug 21, 2020
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Great service. Simon did me and my wife's tax return. Lower overheads lower fees. Also saved us $250 on our insurance. Highly recommend Simon and Jtax Accounting & Finance Albury.
