ABOUT US

Welsh Tax is a boutique accounting firm based on the Sunshine Coast. We are focused on delivering personalized tax solutions to our clients. Welsh Tax was born out of the desire by the director Kerri Welsh to simplify the burden of tax for clients through understanding their age/stage and listening to their needs and wants.
We offer a range of Tax services to clients at any stage or age and for any size and clients will be treated equally, with respect and with timely service delivery.
No matter where you reside we can assist you. 2020 taught us much about working remotely and changing how we deliver services without compromising quality.
All work will be performed here in Australia and we will only employ Australian based staff. Your valuable data will not be outsourced by us.
We want to educate and empower you to understand your financial & tax affairs. Where possible we will provide you with advice and suggestions for improvements. We will be proactive not reactive.

What Our Clients Say

Excellent advice that was sensible and to the point. I have no hesitation in recommending Kerri and the team. 

Tony Hunkin

I have enjoyed very much dealing with Welshtax being so prompt and courteous with any of my inquiries, and most importantly their level of professional service expertise in all matters regarding tax advice. I have already happily recommended them to both family and friends.

Greg Dunn

We have been using Welsh Tax for the last 3 yrs since we moved to sunny coast. We have found Kerry to be very informed & knowledgeable. She has helped us through our retirement finances as well as selling one of our investment properties & gaining the most financially from that. An added bonus is her home visits. It makes it very convenient. We get a prompt tax return once it has been lodged.

Eliza Broadbridge

Welsh Tax have been amazing to work with. Their professionalism and communication is second to none. I love that I get talk to Kerri in person about my accounts. The personal approach makes the entire process much more enjoyable for me on my end, and their proactive approach to their work and business is excellent. I couldn’t recommend Welsh Tax enough! 

Nelson Kahler

I am very happy with Welsh tax company.
I have been looked after and answered all my queries regarding my personal business situation that others previous tax agents didn’t provided.  They are always reliable and ready to help. I highly recommend it.  

Juan Carlos Sidoti

Kerry and the team are phenomenal!!
Couldn’t be happier with the services provided, customer service is top notch as well. Price quoted for services was accurate 10/10 

Lucas Brown

Fantastic accountant, highly recommend, very down to earth and personal. 

Hayden White

Working with Kerri and her team has been amazing. They have helped me navigate 2 complex deceased estates as well as my own personal tax obligations each year. Besides Kerri’s extensive expertise and professionalism, her genuine desire to help shines through every interaction. Shannon is also a wonderful addition to the team and is as equally as passionate about delivering a quality service with great communication and follow up.

Rebekah Daw

I highly recommend Kerri and her team. They are professional, efficient and expedient in dealing with my enquiries and processing my accounting needs. 

Brian Davey

Great experience with Welsh Tax. Kerri is fabulous 🤩 

Louise Murphy

Professional service and advice. Kerri and Shannon always answer my questions quickly and work hard to get the best tax solutions for our business. 

Rebecca Masters

Kerri and her team certainly care and go the extra mile. It’s not just about ticking the box’s with Welch Tax, they really go above and beyond to get you the best result. 

Glenn Badke

We have established a group of trusted referrers that are ready and waiting to provide Welsh Tax clients with any additional assistance that you may require that is outside our service offerings. In our selected base of referral advisors there are no hidden kickbacks or referral fees, this service has been setup to provide best service for our valued clients with tried and trusted advisors.

We are passionate about working with our clients to help them reach their financial potential through sound advice, education, statutory compliance and financial management. We want to see our clients thrive and make the most of their opportunities whilst growing their financial legacy.

We want to understand you to maximise your tax benefits.

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