Loading...

Please wait ...

Tax and Reporting Matters logo
T

Tax and Reporting Matters

Crowborough, East Sussex

(3)
11 hires on Bark
Tax and Reporting Matters logo
T

Tax and Reporting Matters

Crowborough, East Sussex

(3)
11 hires on Bark

About

Hi there,
I am a qualified Tax Adviser and Financial Adviser.

We provide a tax return service to the self-employed, Landlords and individuals with complex affairs. For this, we usually charge a fixed fee which is agreed in advance with the client.

More...

Reviews (3)

Leave a review
K

Karen

29 April 2019

Very professional, excellent knowledge.

J

Jeremy

29 January 2019

Very professional and courteous. Would definitely be my first choice of advisor if similar circumstances arise..

Jeremy Evans

M

Michael

28 January 2019

Professional, knowledgeable and efficient and would definitely use again.

Q&A

Personal tax returns for:
+Self-employed
+High net worth individuals
+Landlords
+Anyone who needs to do a UK tax return

We also advise on:
+Inheritance tax
+Capital gains tax

Quite simply if you don't, it could end up costing you a lot of money. The self-assessment tax return has become simpler to complete since it was launched in the 1996/97 tax year. Although improved form design is welcome, you still need to understand the underlying tax law to avoid paying too much tax and to avoid HMRC penalties. That's why you need to ensure that the person that looks after you really understands what they are doing.

I'm a bit of a techy, I like figures and details. Being a qualified Financial Adviser, I see people's financial affairs from an additional angle that most tax advisers don't see and I have the means to carry them out. This enables me to provide my clients with very neat solutions.

I started my first business in 1997 when I was 23. It was helping accountants and tax software companies during busy periods plus doing tax returns for a few people I knew. The main reason I started this business was the obvious tax advantages I could see compared to being employed. After 5 years, a contract at a large stockbrokers led me to join them. I stayed there over 10 years and in that time took various investment and Financial planning qualifications.

I refer back to the dual disciplines of tax advice + financial planning expertise. This is a fantastic synergy which helps me help my tax clients in ways other tax advisers can't. And the same benefits equally apply to my Financial planning clients.

I'll also be up front about everything. Tax advice will usually involve fixed fees. For Financial planning, I would provide a free meeting to see how I can help, then we go from there. You'll always get a great service!

Services

Tax return preparation for fixed fees agreed in advance

Tax return preparation for fixed fees agreed in advance

Tax return preparation for fixed fees agreed in advance