Services

We offer a personal service to all clients with direct access to one or both partners. We make a point of getting to know our clients and their business or personal accounting and tax requirements so that we can advise them effectively and plan accordingly. Many of our new clients come to us by way of referrals from existing clients.

We are happy to meet with prospective clients for a free initial consultation to discuss their position and requirements and will provide a fee quote according to the extent and complexity of the work involved.

We act for limited companies, partnerships, sole traders and individuals and typically provide the following services :

Accounts preparation and compliance as necessary according to Companies House and HMRC requirements.

Management Accounts including business planning and advice.

Business start-up advice and incorporation.

Corporate and personal tax planning advice and compliance.

Tax efficient extraction of profits from a limited company.

VAT advice including submission of VAT Returns, both online and under MTD from 1.4.2019.

Cloud accounting software solutions – specialists in Xero, QuickBooks and Sage.

Advice and solutions on making tax digital (MTD) submissions both from cloud accounting software and from traditional desktop accounting software or excel spreadsheets using bespoke bridging software.

Assessment and advice on the eligibility and criteria of making a claim.

Preparation of R&D report and R&D tax calculations.

Small and medium sized enterprises (SME) R&D relief and Research and Development Expenditure Credit (RDEC) for large companies.

Fee based on a percentage of the tax refund or tax saving.

Enterprise Investment Scheme and Seed Enterprise Investment Scheme – advice on eligibility and claim completion.

Advice on and meeting Companies House filing requirements, company secretarial guidance including statutory records to be maintained by limited companies

We are able to recommend three levels of bookkeeping service according to the volume and extent of transactions, all of which are competitively priced.   Clients can deal directly with the chosen bookkeeping option to minimise costs.

If unusually we feel that the level of tax advice required is beyond our expertise we are able to contact specialists in the required field to advise at quoted cost.

Payroll processing and outsourcing, including auto enrollment.

Advice on taxable benefits and preparation and filing of forms P11d.

IR35 Contractors tax issues.