Business Details
Expert Accounting & Tax Services for SMEs in Kotara
Based in Newcastle at Kotara, DW Accountants treats clients as individuals rather than numbers. We prioritise listening to understand each client's unique circumstances and needs. As a small chartered accounting firm, we offer competitive rates and flexible after-hours appointments Monday to Thursday. Our team stays updated with the latest business practices to deliver exceptional service. Client referrals drive our growth, reflecting our commitment to quality and attention to detail. We specialise in accounting and taxation for small to medium businesses, investment properties, and deceased estates.Our Xero certification ensures expertise in modern accounting software, though we remain proficient in MYOB, Quickbooks, and traditional methods. Danielle Wilson, our principal accountant, brings global experience to support business growth through strategic financial planning. Sally Lole and Linda Clifford provide dedicated support in taxation, bookkeeping, and Xero system management.
Services
Business Structures
Taxation
Accounting
State Taxes
Corporate Compliance
Accounting Packages
Estate Planning
Deceased Estates
Insurances
Finance Applications
Highlights and features
- We offer competitive rates for chartered accounting services
- After-hours appointments available Monday to Thursday
- Xero-certified team with global accounting expertise
- Specialists in SME taxation and deceased estate accounting
- Client referrals drive our growth through quality service
Associations and certifications
- Xero Certified Advisor
Services
Business Structures
We advise on optimal tax structures for businesses, including corporate entities, trusts, and superannuation funds. Our expertise covers asset protection strategies and director obligations under Corporations Law. Clients receive tailored guidance to align business structures with long-term financial goals.
Taxation
Comprehensive tax services include income tax returns for individuals and entities, capital gains tax planning, and GST/PAYG compliance. We develop legitimate strategies to minimise tax liabilities while ensuring adherence to evolving regulations for individuals and businesses.
Accounting
We prepare balance sheets, profit and loss statements, and cash flow reports for business owners. Management reports provide real-time insights to support informed decision-making. Our services ensure accurate financial tracking aligned with business objectives.
Estate Planning
Specialist advice on estate planning covers asset transfer, superannuation issues, and tax implications for beneficiaries. We prepare final tax returns for deceased estates and guide families through unique tax rules governing inheritances and estate settlements.
Corporate Compliance
We manage annual company statements, solvency declarations, and director changes. Share registry maintenance ensures compliance with corporate governance requirements. Our services simplify regulatory obligations for businesses of all sizes.
People
Danielle Wilson
Owner
Chartered Accountant and Registered Tax Agent with global experience. Specialises in strategic financial planning for business growth. Principal of DW Accountants, providing expert guidance on tax structures and business lifecycle management.
Sally Lole
Accountant
Over 25 years' experience in taxation and accounting. Specialises in bookkeeping and tax advice for individuals and businesses. Passionate about supporting client growth through accurate financial management and strategic planning.
Linda Clifford
Bookkeeper and Reception
Xero specialist with extensive software expertise. Manages accounting systems and client reporting. Provides operational support to ensure efficient business processes and accurate financial data management.
Questions
What accounting software do you support?
We are Xero Certified Advisors and also support MYOB, Quickbooks, and traditional accounting methods.
Do you offer after-hours appointments?
Yes, after-hours appointments are available Monday to Thursday for client convenience.
What business structures do you advise on?
We provide guidance on corporate structures, trusts, superannuation funds, and director obligations under Corporations Law.
Do you handle deceased estate accounting?
Yes, we specialise in deceased estate tax returns and advise on asset transfer and tax implications for beneficiaries.
How do you assist with finance applications?
We prepare financial statements, tax returns, and cash flow projections to support business finance applications.
