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Meet The Team

Raymond
Director

With over twenty five years' experience, Raymond has a wealth of expertise in proactively helping both businesses and individuals achieve their personal goals.

During his career, Raymond worked for internationally affiliated Chartered Accounting firm MGI White Hancock and the DKM Group where he was appointed to the position of Principal. Today, he is the founder and Director of Taggart & Partners.

Raymond's long association with small to medium sized enterprises (SME's) brought about the realization that SME's seldom get the level of assistance they need due to two main factors:

  • Larger corporate firms concentrate their efforts on the big end of town at the expense of the SME sector and;
  • Smaller accounting firms don't offer the strategic level of commercial advice needed to generate real growth.

"At Taggart & Partners you get the best of both worlds. The personal attention of a boutique firm along with the expertise of a large city firm."

Raymond's ability to "step in his client's shoes" and passion for seeing them succeed sets him apart. He is able to quickly grasp an understanding of his client's situation, advise on the appropriate strategic direction and present in a language they can understand.

Outside of work, Raymond is a sports fanatic and you will find his sports memorabilia proudly on display in the boardroom. His biggest personal achievement is being happily married to his wife Suzanne and proud father of two.


Professional Qualifications: Chartered Tax Advisor
Fellow of Institute of Public Accountants
Fellow of Tax Institute
Registered Tax Agent
 
Academic Qualifications: Bachelor of Commerce, James Cook University
Associate Diploma in Business, James Cook University
 
Specialist Skills: Asset Protection Strategies
Business Coaching
Business Structures
Profit Improvement Strategies
Superannuation & SMSF Advice
Taxation Planning & Management

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Danella
Business Services Manager

Danella has extensive financial accounting, management accounting and reporting experience with a career spanning over twenty five years. Working in New Zealand for the first 16 years of her career, she built a good foundation of both practice and commercial experience before moving to Australia in 2003.

Danella specialises in providing small to medium sized enterprises (SME's) with the financial and business advice they require for profitable growth. Her attention to detail, thoroughness and confidentiality are traits valued by all our clients. Danella is continually updating her knowledge and skills, keeping abreast of new legislation and accounting regulations.

Away from her desk, Danella loves the outdoors and camping away with her family. She is also a die-hard V8 super car fan.


Professional Qualifications: Associate of CPA Australia (1994)
 
Academic Qualifications: Bachelor of Business, Auckland University of Technology
 
Specialist Skills: Compliance
Due Diligence Reports
Business Planning and Structuring

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Suzanne
Office Manager

Prior to establishing Taggart & Partners with her husband Ray, Suzanne has spent most of her working career in the Fine Jewellery industry, working very closely with the owners of a well-respected family jeweller who owned and operated 6 retail stores.

Suzanne held various management positions within the group and was also responsible for the group's team training activities incorporating a sales force in excess of 60 people across the 6 outlets.

Taggart & Partners is able to draw upon Suzanne's wealth of experience both within our own business and to assist our retail clients.

Being an owner of the business it is not unusual that she wears many different hats, however the one that she holds most dear to her would be our HR role and looking after our T&P team. Suzanne works very hard incorporating new, fun, highly successful and motivational ideas for our team to grow and achieve their own goals that in turn assists our business and our clients businesses achieve results never thought possible. Our team is what sets our business apart from the rest of the flock.


Specialist Skills: Office Management
Event Management
Payroll
Marketing
HR

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Johnathon
Accountant

Johnathon has 5 years accounting experience and is currently completing a double degree of Bachelor of Business/Bachelor of Accounting.

He is strongly driven to do his best and always gives 100% in all that he does. He takes pride in his attention to detail, helping clients gain their best tax advantage and being a part of their business success.

With plans to complete his double degree in the near future, Johnathon's drive for excellence in his field compliments the values held by Taggart & Partners.

Away from the office, Johnathon loves his sport and plays A grade soccer. When he isn't on the field, he is barracking for Manchester United.


Academic Qualifications: Double degree of Bachelor of Business/Bachelor of Accounting at CQU.
 
Specialist Skills: Compliance Work
GST
FBT

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Sheree
Accountant

Sheree's philosophy is to exceed our client's expectations by preparing their accounts in a thorough and timely manner and reducing their overall administrative costs. Sheree's role is to take on many tasks such as data entry, reporting and reconciliations enabling business owners to do what they do best, run their own business. Sheree prides herself on her friendly and patient approach with clients and enjoys the relationships she forms with them.

Outside of work, Sheree has a passion for overseas travel and is always planning her next adventure. In between trips, she loves spending time with her teenage son.


Specialist Skills: Cloud Accounting Advocate
MYOB Specialist
SMSF Compliance
BAS & IAS Preparation and Lodgement
Reconciliations
Payroll

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Samantha
Accountant

Samantha has extensive experience in financial accounting, management accounting and reporting having worked in the industry since graduating with a Bachelor of Business (Accountancy) in 1996.

She worked for some large, well-known corporations in the early stages of her career including Myer, Suncorp and Société Générale before establishing her own bookkeeping business in 2002.

She is an MYOB specialist with experience of working with small and medium enterprises (SME's) in the construction, medical, beauty and personal lifestyle sectors.

Outside of work Samantha is a proud mum of two who enjoys reading and is a keen artist.


Professional Qualifications: CPA Australia (2000)
 
Academic Qualifications: Bachelor of Business (Accountancy)
 
Specialist Skills: Tax Compliance
BAS & IAS Preparation and Lodgement
Reconciliations
MYOB specialist

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Claudia
Client Services

Claudia's philosophy is to be successful in any task she sets herself. Whether it is business or personal she is always keen to learn new skills and put them into practice. Claudia is bright and outgoing and describes herself as a perfectionist who is driven to succeed. She loves liaising with all of our clients and is an integral part of the team at Taggart & Partners.

Claudia has travelled extensively spending most of her time in Europe, working in the hospitality industry. Since returning to Australia, she has focused on studying business and joined the team in an administrative role. She feels the most important and satisfying part of her role is the considerable amount of client contact she has and the feedback she gets from our clients who appreciate her helpful and friendly manner.


Specialist Skills: Data Entry
Administration
Liaison with ATO
MYOB

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Monika
Client Services

Prior to starting with Taggart and Partners Monika held a Senior Administrator position in Australia's largest Remedial Massage Clinic. With over eight years of experience in administration she understands the importance of excellent customer service and going above and beyond for each and every client.

With great problem solving skills she is ready to take on any job that is thrown her way and is always looking for her next challenge.

Outside of work she enjoys going to the beach and spending time with her family and friends.

 

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What our clients say...

As directors of Vision 1 Investments we have been clients of Taggart & Partners for the past seven years. In this time we have found Taggart & Partners to be more than your average accounting practice.

Adam and Terese Biermann, Vision 1 investments Pty Ltd

Our phone calls, emails and questions never go unanswered – it is exemplary. Not only do Taggart & Partners come back with professional, well researched and thought through answers, but they do it with a friendly approach - your business matters to them.

Damian Kelly, Group General Manager, Brisbane Refrigeration Pty Ltd

Taggart & Partners have been my business and personal accountants for over 7 years. The support and service that they have offered to me has been crucial to the successful running of my business.

Stephanie Canfell, The Bowery

Taggart & Partners have been our accountants for the past four and a half years. Over the time we have found their service, advice and planning to be second to none.

Raymond Sackett & Justin Kennon, The Kennon & Sackett Group

Puss 'n' Pooch Day Spa has been receiving accountancy and tax advice from Taggart & Partners from day one. Nine years on we are still going strong. Ray and Suzanne Taggart are fantastic business-minded people and love to see their clients enjoy success.

Kelli Smith, Puss 'n' Pooch Day Spa