Achieving financial freedom, one loan at a time
At TaxBalance & Swift Business Connect, we are a team of experienced and qualified accountants and bookkeepers located in Albury-Wodonga. With over 25 years of combined experience in the industry, we understand the importance of accurate and timely financial management for small businesses and individuals. Our team of experts is dedicated to providing exceptional service, superior customer support, and tailored solutions to help our clients achieve their financial goals.
Our Team
Our team consists of experienced and qualified accountants and bookkeepers who are dedicated to providing personalized service to each and every client. Our team includes:
- Laura Rentoule, a Chartered Accountant and Registered Tax Agent with over 20 years of experience in the industry. Laura specializes in small to medium businesses and has expertise in income tax, superannuation, GST, and activity statements.
- Judi Weir, a Registered Tax Agent and Accountant with over 20 years of experience in public practice. Judi can assist with all types of income tax and business services, from basic income tax returns to small to large businesses, companies, and trusts.
- Jodi Green, an Accountant with over 15 years of experience in the industry. Jodi specializes in income tax, business activity statements, and small business returns, and can offer services such as workplace deductions, shares, and rental properties.
- Kate Smith, a bookkeeper with many years of experience. Kate can assist with all manner of bookkeeping, payroll, payroll tax, long service leave, and BAS, as well as fuel tax credits.
Our Services
We offer a range of services to help you manage your finances, including:
- Accounting Services: We provide accounting services to small businesses, including income tax returns, financial statements, and budgeting.
- Bookkeeping Services: We offer bookkeeping services to help your business manage its finances, including payroll, accounts payable and receivable, and financial reporting.
- Tax Services: We provide tax services to individuals and businesses, including income tax returns, tax planning, and tax compliance.
- Business Advisory Services: We offer business advisory services to help you grow your business, including strategic planning, business planning, and financial analysis.
- Xero Training: We offer Xero training to help you learn how to use Xero for your business.
What We Offer
At TaxBalance & Swift Business Connect, we understand the importance of accurate and timely financial management for small businesses and individuals. Our team of experts is dedicated to providing exceptional service, superior customer support, and tailored solutions to help our clients achieve their financial goals. Whether you're a small business owner, an individual, or a family, we can help you manage your finances and achieve your financial goals.
Overview of Reviews
The reviews are largely positive, with two 5-star ratings and one 1-star rating. The positive reviews praise the accountant's fantastic service and ability to handle complex issues, while the negative review warns against using the accountant due to unfriendliness and difficulty in dealing with them.
Positive Experiences
Excellent Service
The reviewers who had a positive experience with the accountant praised Judy's fantastic service, with one reviewer stating that their whole family goes to her. Another reviewer found it easy to deal with the accountant and appreciated their ability to research and reply to complex issues.
Negative Experience
Difficulty and Unfriendliness
The reviewer who had a negative experience warned others against using the accountant, stating that they are unfriendly and hard to deal with. They advised taking a wide berth and going elsewhere.
