Business Details
31 Years
experience
Expert Accounting & Tax Services in Berwick
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. With principals holding CPA and Chartered Accountant accreditations, we combine deep industry experience with a commitment to ongoing professional development. Our approach prioritises personalised service, leveraging our own small business experience to address client challenges effectively.We maintain technical excellence through regular training and industry engagement, ensuring clients receive up-to-date advice. Our paperless system enhances efficiency while maintaining strict confidentiality. Client testimonials highlight our responsiveness, expertise in complex tax matters, and ability to simplify financial processes for business growth.
Services
Taxation Advice
Corporate Compliance
Business Structuring
Self-Managed Super Funds
Bookkeeping Services
Salary Packaging
Corporate Secretarial
Network Advisory
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of local accounting expertise with CPA-accredited professionals
- Our principals hold Masters in Taxation and Chartered Accountant qualifications
- We provide free initial 30-minute consultations for new business structuring
- Our paperless system enables secure 24/7 client access to tax documents
- We combine accounting expertise with firsthand small business ownership experience
Associations and certifications
- Chartered Accountants Australia and New Zealand
- CPA Australia
What people say
Long-term and trusting relationship
Exceptional standard of service
Best I know
Wealth of knowledge
Instrumental in business growth
Services
Taxation Advice
Our expert tax consultants provide strategic advice to ensure compliance while minimising tax liabilities. We specialise in complex company structures, trust arrangements, and individual tax returns. With ongoing training and industry certifications, we maintain technical excellence in evolving tax legislation.
Self-Managed Super Funds
We offer comprehensive SMSF management including fund establishment, compliance audits, and strategic investment advice. Our team ensures adherence to regulatory requirements while optimising retirement outcomes. We provide ongoing support for fund administration and tax return preparation.
Business Structuring
We advise on optimal business structures for new and expanding enterprises. Our services include entity selection, ABN/ACN registrations, and tax implication analysis. We provide ongoing structural reviews to ensure alignment with changing business needs and legislation.
Corporate Compliance
We manage all compliance requirements for companies and trusts, including annual statements and ASIC filings. Our proactive approach ensures timely lodgement of business activity statements and income tax returns, avoiding penalties.
Salary Packaging
Our specialists review employment packages to maximise after-tax income for employees. We advise on fringe benefits tax implications and help businesses implement compliant salary sacrifice arrangements that benefit both employers and staff.
People
Kayleen Redman
Principal
CPA-qualified accountant with Masters in Taxation and 25+ years' experience. Specialises in small business advisory and SMSF management. Combines technical expertise with practical business insights to deliver client-focused solutions.
Mark Marshall
Principal
Chartered Accountant with extensive SME advisory experience. Focuses on business start-ups and corporate structuring. Provides strategic taxation advice to multi-entity businesses. Holds ICAANZ membership for professional excellence.
Kerry P
Accountant
Qualified accountant with dual commerce and economics degrees. Specialises in tax minimisation strategies for local businesses. Attends monthly TaxBanters training to maintain technical currency. Provides tailored financial advice to diverse client base.
Pauline R
Office Manager
Diploma-qualified financial services professional with H&R Block tax training. Manages administrative operations and client documentation. Ensures compliance with financial regulations while maintaining strict client confidentiality.
Simone N
Receptionist
Certified office administration professional with business administration qualifications. Provides client support and appointment coordination. Ensures efficient practice operations through organisational excellence and client-focused communication.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, business structuring, cashflow management, and financial reporting tailored to small business needs.
Do you specialise in self-managed superannuation funds?
Yes, we offer full SMSF services including setup, compliance audits, and ongoing management support with expert regulatory guidance.
How experienced are your accountants?
Our principals have 25+ years' experience with CPA and Chartered Accountant qualifications, supported by qualified associates with specialist training.
What areas do you service?
We primarily serve Berwick, Beaconsfield, Cranbourne, and surrounding areas with local knowledge and community commitment.
Do you offer free initial consultations?
Yes, we provide a complimentary 30-minute consultation for new business structuring and tax planning discussions.
How do you handle compliance requirements?
We proactively manage all compliance obligations including BAS, tax returns, and ASIC filings to ensure timely lodgement and regulatory adherence.
Reviews (4)
Mason Lee
Jul 05, 2021
Report
Kerry and her team are extremely professional and helpful, they help to get the best out of your tax return. they have a free Berwick app that is really easy too use to assist you through the process! Thanks Guys!
Wayne Ladgrove
Dec 22, 2020
Report
Professional and direct, done a few tax returns through them & sought advice on other issues. Recomend them thoroughly
Nadine Gunningham
Nov 19, 2020
Report
Very good customer service kerry was very patient with me while I was trying to find receipts for my tax.
Cait Benton
May 31, 2020
Report
Kerry is amazing! Such a hard working and driven individual who really takes pride in her work and tasks. She makes you feel welcomed and helps you understand everything there is to know!
