Success Tax Professionals Punchbowl
Success Tax Professionals Punchbowl is led by Jane Chen, CPA, who brings 25+ years’ senior experience in corporate finance, financial systems, and business advisory. At our practice, we do more than lodge tax returns — we empower individuals, families, and businesses to make smarter financial decisions through accounting, technology, and tailored advice.
Jane has served as a Financial Controller in major corporations, partnering with CFOs to analyse financial reports, optimise profits, and identify improvement opportunities. As a Senior Business & Systems Analyst, she has helped organisations streamline and automate financial reporting, analytics, and workflows. This unique blend of finance and technology expertise enables Jane to deliver forward-thinking, integrated solutions, offering the equivalent of a virtual CFO with actionable strategies.
Qualifications:
- Bachelor of Accounting – Macquarie University
- Master of Business & Technology – UNSW
- Master of Information Technology – UNSW
Our Services:
We provide a full suite of accounting and tax services, separating specialised expertise from broad support:
Specialised Expertise:
- SMSF audits & superannuation strategies
- Xero setup & personalised training
- Business advisory & asset protection
- Company, trust & SMSF formation
- New business purchase reviews
Broad Accounting Support:
- Tax planning & tax returns – individuals, sole traders, partnerships, companies, trusts, SMSFs
- BAS & IAS preparation & lodgement
- Bookkeeping & payroll
- Financial statements
- Budgeting & cash flow planning
- DASP assistance
- Finance & compliance letters
Service in English & 中文 / Mandarin – enabling seamless support for a wide range of clients, including Chinese-speaking individuals and business owners.
Local Expertise, National Reach – based in Punchbowl (NSW), Jane works with clients across Australia through secure, remote digital services, leveraging her IT and cloud expertise for a smooth and efficient client experience.
A Heart to Serve – Beyond her professional work, Jane actively serves in her local church and online faith community, sharing biblical wisdom, testimonies, and messages of compassion to inspire others.
Whether you’re an individual, small business, or retiree, Success Tax Professionals Punchbowl delivers clarity, strategy, and peace of mind — every step of the way.
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Jane Chen, CPA, 25+ years’ senior experience in corporate finance, financial systems, and business advisory.
Legally reduce your tax liability and make savings.
Details
Punchbowl NSW 2196
Australia
Mobile: 0411 586 977
Email: [email protected]
Info: Languages - English and Mandarin.
Servicing Options
- In person at our office
- Phone
- Online video
Hours
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| Tuesday | |
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| Friday |
Office Hours – Important Information
- Hours are a general guide and may change.
- Please contact us or make an online booking for available times.
- We also offer after hours services by appointment.
Find our office
Read our reviews
Interested in saving more tax than compliance services offer?
What are compliance services?
Compliance services are services that meet your obligations set by government and various departments such as the Australian Taxation Office – for example, lodging a tax return, BAS statement and so on. You have to do these things.
Significant tax savings and benefits
But if you really want to get savvy about saving tax you can ask us about tax planning and business advisory services. These services are very different to compliance services. They are optional services that can produce very significant savings and benefits. Why? Because your circumstances are profiled against a range of strategies and specific strategies are identified that can clearly save tax or produce compelling outcomes. You can see the estimated savings in advance and the cost to implement the changes required.
Tax Planning
Tax planning can be for individuals such as retirees, investors, property owners and businesses. We can tell you quickly if you fit a category that has workable solutions for improvement.
Business Advisory
Business advisory is for businesses and amongst other key areas it finds the ways profitability can be improved. Your business can also be benchmarked against similar businesses and a range of factors identified and worked on to really advance your business and its results. This relates to all businesses – whether you are happy with performance or not, there are typically a range of changes that can really make a difference. This also includes protecting your business.
Ask about tax planning or business advisory today.
