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Business Summary Brochure

Click on the link below to view or download our brochure, which outlines our services to businesses.

For professional practices:

How can we help other accountancy firms and similar professional practices?

We often help other professional firms of accountants and lawyers with tax issues, with no fear of compromising existing and ongoing client relationships.  We have no agenda of dealing with the whole client relationship.

It is impossible for smaller accountancy firms to employ full-time someone who is a tax specialist at senior consultant level.  Further, in any large tax department within the 'bigger players', there is a team of individuals who have different specialisms, so all areas are covered and second opinions can be sought in-house.

Lack of tax expertise tells in client service levels, and many times over we have talked with new clients about their tax affairs, only to find that they have never received good tax advice, in terms of forward thinking and high level tax planning.  If they had received that level of advice, perhaps they would not have moved to another adviser?

We can offer the unique service of top-level tax knowledge and experience, acting as a resource/sounding board.  Client relationships can only be enhanced, if they know that difficult tax issues can be handled (clients welcome professional practices having access to specialist help - no one expects anyone to be an expert in all things nowadays).

Our fees

We offer leading-edge advice at competitive prices.  Our view is that fees should never be a problem. 

Businesses

We aim to build a long-term relationship, understanding your whole business and personal situation.  If a solution is such that we can give short & informal advice/opinions by telephone or email, we often do that on a no fee basis.

For other work, we shall agree a budget and keep you informed of progress.  If it is necessary to increase the scope of our work we shall agree that with you.

Fees are linked to both the complexity of the issue and the amount of tax at stake but are always in a figure or range to suit the commerciality of the situation.

Professional practices

When helping another professional practice, we follow the same model.

We build a long-term relationship with that practice, working with them to understand their clients’ businesses.  Again, we shall give short & informal advice on a no fee basis.

Agreement of budgets and the scope of our work will be, where possible, with the practice direct.  However, a very complex/large project might lead to an introduction by them to their client, with a separate engagement entered into.  The fees would then be agreed specifically for that project, direct with the client.

Fees are linked to both the complexity of the issue and the amount of tax at stake but are always in a figure or range to suit the commerciality of the situation.



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Duncan Meredith,
5 Jun 2011, 12:30
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