JPA Tax Accounting & Finance provides full accounting and finance solutions for business and individuals in the Albury / Wodonga and surrounding areas.

Our accreditation’s include CPA approved firm and hold an Australian Tax Agents Licence. Our success has continued due to a combination of highly motivated and qualified directors and staff, competitive fee structure and, most importantly, professional integrity and commitment to our clients.

Our services at JPA Tax Accounting & Finance in Albury include:

  • Accounting Services including Tax Accounting, Financial Accounting, Bookkeeping, BAS and PAYG and Tax Planning.

  • Individual and Business Tax Returns.

  • Investment property advice for Individuals looking at buying their first investment property and minimise the impact of capital gains tax.

  • Xero Gold Partner Business.

  • Business structure setup including Companies, Trusts and Partnerships.

  • Finance Services including home loans, equipment finance, business finance, personal loans and short term lending.

  • Risk insurances including Death Cover, Total Permanent Disability Insurance, Income Protection and Trauma cover.

  • Insolvency Advice Management including advice for businesses that are struggling under financial pressures.

Our focus is small to medium businesses and individuals looking to utilise our business services.

Simon Jacobs

In business, I believe experience is everything—giving clients the peace of mind that all details have been covered. As an Accountant & Finance Broker, I believe in offering clients the highest level of service and advice.

Having worked across a number of industries at various levels and worked with businesses in the construction, transport & logistics, hair & beauty, manufacturing, banking & finance industries I can use this experience to help my clients succeed.

Tax Agents Licence Number 24854894

Jennifer Ryan

National Finance Manager

I started in the Banking and Finance industry in 2010 with Hume Bank, one of Albury / Wodonga biggest Mutual banks, after my daughter was born. In my role with Hume Bank as a Lending Support Officer, I developed a passion for the finance industry. From Hume, I then advanced my career as the Manager for the Australian Military Bank here in Wodonga. My role included sourcing finance, developing financial pathways for Military members and their families, and improving their financial positions. I have experience in all facets of finance from refinancing of home loans, mortgages, first home buyers, business refinance and motor vehicles.

I have a Cert 4. in Finance and Mortgage Brokering and an Advanced Diploma of Business and Human Resources Management. With a diverse
background across a variety of industries I have developed strong skills in Small Business, Hospitality, Retail, Defence and Finance and I look forward to using the knowledge I have to achieved to obtain the focused outcomes for my customers and their individual needs.

As the finance industry is ever changing, my focus on different products across a variety of banks allows me to deliver a tailored finance option for my clients.

As part of the JPATAX Accounting and Finance Group, I can offer a collaborative approach with the Accountants in our group. This allows a full start to finish finance approach along with the taxation solutions and accounting advice all under the one roof.

Jennifer’s contact details are:

Email:                    jryan@jpatax.com.au

Mobile                  0427 268 101