Business Details
31 Years
experience
Expert Accountants in Berwick for 30+ Years
Berwick Taxation Services has been delivering expert accounting and taxation solutions to the local community for over 30 years. Our team of qualified professionals specialises in small business advisory, corporate compliance, self-managed superannuation funds, and strategic tax planning. We prioritise personalised service, leveraging decades of combined experience to ensure clients achieve tax efficiency while meeting regulatory obligations.Our commitment to continuous professional development and a paperless system enhances accessibility and client convenience. We offer a free initial consultation to help businesses and individuals optimise their financial outcomes. With Chartered Accountants and CPA Australia accreditation, we uphold the highest standards of technical expertise and ethical practice.
Services
Taxation Advice
Corporate Compliance
Business Structuring
Self-Managed Super Funds
Bookkeeping
Salary Packaging
Network Advisory
Business Tax Planning
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of specialised accounting expertise tailored to small businesses.
- Our team holds Chartered Accountant and CPA Australia accreditations for technical excellence.
- We provide free initial consultations to address your specific financial needs.
- Our paperless system ensures secure, real-time access to your tax documents.
- We combine local knowledge with national compliance expertise for holistic solutions.
Associations and certifications
- Chartered Accountants Australia and New Zealand
- CPA Australia
What people say
Expert tax strategy
Personalised service
Long-term support
Deep industry knowledge
Proactive compliance advice
Services
Taxation Advice
Our taxation advice service specialises in income tax, GST, and business structuring strategies. We help clients minimise liabilities while ensuring compliance with evolving legislation. With expertise in small business needs, we provide tailored solutions for individuals, companies, and trusts.
Corporate Compliance
We manage ASIC filings, annual returns, and corporate governance requirements. Our compliance service ensures businesses meet legal obligations through document preparation, audits, and regulatory submissions. This includes company formation and maintenance of statutory records for private entities.
Self-Managed Super Funds
We offer end-to-end SMSF solutions including setup, compliance audits, and tax return preparation. Our service covers investment strategy advice, trustee obligations, and annual reporting to ensure funds meet regulatory standards while maximising retirement savings.
Business Structuring
Our business structuring service analyses optimal frameworks for tax efficiency and asset protection. We advise on company, trust, and partnership formations, considering succession planning and long-term growth objectives to align structures with client financial goals.
Bookkeeping
We provide accurate bookkeeping services including transaction recording, payroll processing, and financial statement preparation. Our systems ensure real-time data management to support informed business decisions and seamless tax return lodgement.
People
Kayleen Redman
Principal
A CPA with a Masters in Taxation, Kayleen has 25+ years of experience supporting small businesses. Her expertise includes financial strategy, tax compliance, and business growth advisory services.
Mark Marshall
Principal
Chartered Accountant with 25+ years in public practice, specialising in SME advisory and SMSF compliance. He focuses on business start-ups and operational efficiency improvements.
Kerry P
Accountant
Qualified accountant with a dual degree in Commerce and Economics. Specialises in tax minimisation strategies and wealth management for local businesses and individuals.
Pauline R
Office Manager
Diploma-qualified financial services professional managing taxation tasks and client administration. Ensures compliance with industry standards and client confidentiality.
Simone N
Receptionist
Certified office administration specialist providing client support and communication. Focuses on delivering personalised service and efficient practice operations.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, compliance, business structuring, SMSF management, and bookkeeping tailored to small businesses.
How do you help clients with tax minimisation?
We analyse your financial situation to identify deductions, optimise business structures, and implement strategies aligned with current legislation.
Can you assist with setting up a self-managed super fund?
Yes, we handle SMSF setup, compliance, and ongoing management, including audits and tax returns.
Do you offer free initial consultations?
Yes, we provide a complimentary 30-minute consultation to address your specific accounting or tax needs.
Are your accountants accredited professionals?
Our team includes Chartered Accountants and CPA Australia members with decades of industry experience.
