PB Taxation Services

Accountant · 157 Gordon Street, Unit 4, Port Macquarie, New South Wales

Phone number

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About us

We specialise in taxation and accounting for individuals, partnerships, companies and small businesses.

We love helping our clients make their accounting and bookkeeping seamless. Let us do what we love, so you can do what you love! We work face-to-face, or virtually with our clients, with clients located up and down the east coast. We love an opportunity to help our clients automate their work environments, and love being able to identify ways our clients can improve.

Affiliations

Chartered Accountants of Australia & New Zealand
National Tax & Accountants Association

Meet the team

PB Taxation Services advisors: 5 - Xero certifications: 2

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jose Ustariz

Director

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.

Tamara Burns

Chartered Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Owner & Chartered Accountant at PB Taxation Services

PB Taxation Services: Bank experience

Clients of PB Taxation Services connect to a range of banks via Xero. PB Taxation Services specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (AU)
BCU (AU)
Coastline Credit Union (AU)
Commonwealth Bank CBA (AU)
Greater Bank (AU)
National Australia Bank NAB (AU)
Newcastle Permanent
PayPal
Regional Australia Bank (AU)
St George Bank (AU)
Stripe
Westpac (AU)
Westpac (AU) - Credit Card

PB Taxation Services: Industry experience

PB Taxation Services works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Accommodation and hospitality
Administration and support services
Agriculture
Arts and recreation
Construction and trades
Finance and insurance
Healthcare and social services
Manufacturing
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage
Marketing, advertising and consulting

PB Taxation Services : App experience

PB Taxation Services serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

PB Taxation Services has an office in 1 location

Port Macquarie: 157 Gordon Street, Unit 4, Port Macquarie, 2444, New South Wales; +61 5504 5944

New to Xero? PB Taxation Services can help

Xero is beautiful online accounting software for smaller businesses. PB Taxation Services can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2018

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.