Services
ACCOUNTS & TAX RETURNS
With the increasing requirements for Making Tax Digital Forth Accountancy are here to help digitalise your accounts. We can provide a range of packages to include full business support of monthly accounts, VAT, payroll, year end accounts and tax returns.
We can offer all of these services on an individual basis. Book a call today with Claire.
Accountancy services are quoted as required by your business and we have specific packages available. Stand alone tax returns start from £250+VAT.
BUSINESS ACCOUNTS
We provide compliant accounts and tax returns for businesses requiring their year end accounts to be submitted to Companies House and their corporation tax return submitted to HMRC.
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Our systems link in with many existing digital bookkeeping packages meaning that we can provide an efficient and timely turn around of your accounts and tax returns.
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Whilst completing your accounts we highlight areas where efficiencies can be made and provide a review meeting as part of the process.
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If you are looking for an accountant to complete your annual accounts and tax then please get in touch.​
BUSINESS REVIEW
Are you considering changing your business structure? Is your business growing and developing into new markets?
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We are experienced in helping businesses look at group structures, the benefits of them and how they could work in a growing business.
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We work and advise clients with family businesses who wish to pass onto the next generation in an inheritance tax effective manner using family investment companies.
If you would like a business review that encompasses your business structure, financial review and tax review then get in touch today.
CAPITAL GAINS TAX
Are you about to sell a property?
Get advice in advance about whether you will have any Capital Gains Tax to declare. If you have lived in your home 100% of the time since ownership you are unlikely to have any. If you have any areas that are rented out you may have to declare, along with properties that are holiday homes or rental investments.
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CGT services start from £350+VAT.
HMRC INVESTIGATIONS
Have you had a compliance letter from HMRC?
We offer services to assist you in dealing with compliance checks and investigations. We aim to support you and take the stress out of process.
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Investigation support starts from £175+VAT p/h.
INHERITANCE TAX REVIEWS
Our Inheritance Tax (IHT) review service gives you the opportunity to understand your current exposure and plan effectively for the future.
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During the review, we’ll look at your current situation and explore how to pass on your wealth with minimal tax implications.
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Working together, we can identify key considerations and develop a strategy to help protect your legacy for future generations.
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If you would like to discuss how an IHT review can benefit you and your family, please book an initial consultation meeting with Claire today.
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Our IHT Initial Consultation Review starts from £720+VAT.
MANAGEMENT ACCOUNTS
Management accounts are produced monthly and the aim is to give you quick access to good quality financial reporting to make decisions on how to develop your business forwards.
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The management accounts look at your financial activity in detail and highlight margins, average orders, order levels, repeat customer levels, and more depending on your business' needs.
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We provide a monthly catch up to discuss your accounts with you and provide practical business support.​​
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Monthly Management Accounts start at £400+VAT pcm and can be part of our business packages.
TAX ADVICE
Our tax advice is based around providing the best advice to achieve your goals whilst ensuring compliance and tax efficiency. We can help with a range of advice from selling your property (capital gains tax), selling or restructuring your business, to crypto assets.
We are passionate about tax and relish a challenge! Call today if you'd like an initial conversation about your tax planning.
TAX RETURNS
We are taking on new clients who need to complete their annual tax returns.
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If you require to submit a tax return, (see our blog, 1,000 is the magic number!) then please get in touch to discuss your requirements.
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Fees vary depending on whether you are an individual or partnership and the varied amount of income or gains you have.
