Comprehensive Tax Management

I appreciate that all accountancy firms operate differently and will require differing levels of assistance = sometimes it’s just a reassuring word, bouncing ideas off someone, or it may be more. That is why I offer packages to suit your own practice needs.  From practice advice to individual client cases offered on retainer, we can also look into one-off cases for you based on an agreed hourly rate or a fixed fee.

I offer assistance over the phone or in writing, including drafting reports as required. I am happy to review documents such as Wills, Partnership / Shareholder Agreements and Trust Deeds. While I advise you and your practice,  if it suits your requirements and facilitates matters, I can liaise directly with the client.

I can also assist with in-house training, either in person or virtually, delivering topical courses or technical tax updates to your teams.