Who it is for
For individuals and companies
We help individuals and companies meet their tax obligations and take tax into account in their decisions. Our work runs from monthly and annual compliance and tax registration to advice, structuring and due diligence, and to support when the tax office asks questions or conducts an audit.
What Tax covers
Choose a service to see when you need it, how we work and what you receive.
Tax
Overview
How we approach Tax overall. Choose a service in the list for its own detail.
When you need it
- You need your monthly and annual tax obligations handled.
- The tax office has asked for clarification or is examining your tax affairs.
- You are registering a person or a company for tax.
- You are planning a transaction, an acquisition or a new structure and want to understand its tax consequences.
How we work
-
Understand
We learn your situation and the tax obligations and questions you face.
-
Prepare
We prepare the returns, responses or analysis the engagement calls for and review them with you.
-
Advise
We explain the consequences and agree the next steps with you.
What you receive
- Tax returns and reports prepared for you to file.
- Written advice on the tax consequences of your decision or transaction.
- Support in your dealings with the tax office.
Tax
Monthly tax compliance
Support with the tax payments and reports that fall due every month.
When you need it
- Your company or business has tax payments and reports due every month.
- You want a regular routine for calculating and reporting your taxes.
- Your in-house team needs support with monthly tax obligations.
How we work
-
Collect
We gather the transaction records needed each month.
-
Calculate
We calculate the taxes due and prepare the monthly reports.
-
Review
We review them with you before they are paid and filed.
What you receive
- Monthly tax calculations and reports prepared for you.
- A consistent record of what was paid and reported.
Tax
Annual tax compliance
Preparation and filing of the annual tax return.
When you need it
- The annual tax return for your company or yourself is due.
- You want the return prepared from your accounts and supporting records.
- You need help reconciling accounting and tax figures.
How we work
-
Gather
We collect your accounts and supporting documents.
-
Prepare
We prepare the annual return and the reconciliation of accounting to tax figures.
-
Review
We review the return with you before it is filed.
What you receive
- An annual tax return prepared for you to file.
- A reconciliation between your accounts and your tax figures.
Tax
Tax clarification assistance
Help in responding when the tax office asks for clarification of your tax reporting.
When you need it
- The tax office has sent a letter asking for clarification of your tax reporting.
- You are unsure what information the tax office needs.
- You want a well-prepared written response.
How we work
-
Read
We review the request and the filings it refers to.
-
Prepare
We gather the supporting information and draft the response.
-
Respond
We review the response with you before it is submitted.
What you receive
- A written response prepared for submission.
- An explanation of the points the tax office raised.
Tax
Tax audit
Assistance when the tax office examines your tax affairs.
When you need it
- The tax office has notified you that it will examine your tax affairs.
- You want to know what to prepare and how the process works.
- You need support in meetings and correspondence with the tax authority.
How we work
-
Prepare
We review the notice and the periods and taxes it covers, and organise your records.
-
Assist
We support you in responding to the examiner’s requests.
-
Follow up
We explain the outcome and the options open to you.
What you receive
- Organised documentation for the examination.
- Support in your dealings with the tax office.
Tax
Tax registration
Help registering individuals and companies with the tax office.
When you need it
- You are establishing a company or starting a business and need to register for tax.
- An individual needs a taxpayer registration.
- Your registration details need to be updated or corrected.
How we work
-
Check
We confirm which registrations apply to you and the documents needed.
-
Submit
We prepare the application and submit it to the tax office.
-
Confirm
We follow the registration through and confirm the details with you.
What you receive
- Your tax registration application prepared and submitted.
- A summary of the registration details for your records.
Tax
Tax advisory
Advice on the tax consequences of your decisions and transactions.
When you need it
- You are making a decision and want to understand its tax consequences first.
- You have a question about how a tax rule applies to your situation.
- You want a second opinion on a tax position.
How we work
-
Understand
We learn the facts of your situation and the question you need answered.
-
Analyse
We consider the tax rules that apply.
-
Advise
We explain the consequences and the options in writing or in discussion.
What you receive
- Advice on the tax consequences of your situation.
- A clear explanation of your options.
Tax
Tax structuring
Advice on how to organise transactions and operations with their tax consequences in mind.
When you need it
- You are setting up or reorganising a business, group or investment.
- You want to understand how different structures are taxed.
- You are planning a transaction and want tax considered from the start.
How we work
-
Define
We set out your objectives and the transactions involved.
-
Compare
We compare the structures available and their tax consequences.
-
Recommend
We discuss our recommendation and the steps to put it in place.
What you receive
- A comparison of structuring options and their tax consequences.
- A recommended approach with the steps to implement it.
Tax
Tax due diligence
A review of a target's tax position before an acquisition or investment.
When you need it
- You are acquiring a company or investing in one.
- You want to know what tax exposures come with the target.
- A buyer or investor asks you for a review of your own tax position.
How we work
-
Scope
We agree the taxes and periods to be reviewed.
-
Review
We examine the target’s tax filings, records and positions.
-
Report
We report our findings and the matters that may affect the transaction.
What you receive
- A tax due diligence report.
- A discussion of the findings that bear on your decision.
-
How we approach Tax overall. Choose a service in the list for its own detail.
When you need it
- You need your monthly and annual tax obligations handled.
- The tax office has asked for clarification or is examining your tax affairs.
- You are registering a person or a company for tax.
- You are planning a transaction, an acquisition or a new structure and want to understand its tax consequences.
How we work
-
Understand
We learn your situation and the tax obligations and questions you face.
-
Prepare
We prepare the returns, responses or analysis the engagement calls for and review them with you.
-
Advise
We explain the consequences and agree the next steps with you.
What you receive
- Tax returns and reports prepared for you to file.
- Written advice on the tax consequences of your decision or transaction.
- Support in your dealings with the tax office.
-
Support with the tax payments and reports that fall due every month.
When you need it
- Your company or business has tax payments and reports due every month.
- You want a regular routine for calculating and reporting your taxes.
- Your in-house team needs support with monthly tax obligations.
How we work
-
Collect
We gather the transaction records needed each month.
-
Calculate
We calculate the taxes due and prepare the monthly reports.
-
Review
We review them with you before they are paid and filed.
What you receive
- Monthly tax calculations and reports prepared for you.
- A consistent record of what was paid and reported.
-
Preparation and filing of the annual tax return.
When you need it
- The annual tax return for your company or yourself is due.
- You want the return prepared from your accounts and supporting records.
- You need help reconciling accounting and tax figures.
How we work
-
Gather
We collect your accounts and supporting documents.
-
Prepare
We prepare the annual return and the reconciliation of accounting to tax figures.
-
Review
We review the return with you before it is filed.
What you receive
- An annual tax return prepared for you to file.
- A reconciliation between your accounts and your tax figures.
-
Help in responding when the tax office asks for clarification of your tax reporting.
When you need it
- The tax office has sent a letter asking for clarification of your tax reporting.
- You are unsure what information the tax office needs.
- You want a well-prepared written response.
How we work
-
Read
We review the request and the filings it refers to.
-
Prepare
We gather the supporting information and draft the response.
-
Respond
We review the response with you before it is submitted.
What you receive
- A written response prepared for submission.
- An explanation of the points the tax office raised.
-
Assistance when the tax office examines your tax affairs.
When you need it
- The tax office has notified you that it will examine your tax affairs.
- You want to know what to prepare and how the process works.
- You need support in meetings and correspondence with the tax authority.
How we work
-
Prepare
We review the notice and the periods and taxes it covers, and organise your records.
-
Assist
We support you in responding to the examiner’s requests.
-
Follow up
We explain the outcome and the options open to you.
What you receive
- Organised documentation for the examination.
- Support in your dealings with the tax office.
-
Help registering individuals and companies with the tax office.
When you need it
- You are establishing a company or starting a business and need to register for tax.
- An individual needs a taxpayer registration.
- Your registration details need to be updated or corrected.
How we work
-
Check
We confirm which registrations apply to you and the documents needed.
-
Submit
We prepare the application and submit it to the tax office.
-
Confirm
We follow the registration through and confirm the details with you.
What you receive
- Your tax registration application prepared and submitted.
- A summary of the registration details for your records.
-
Advice on the tax consequences of your decisions and transactions.
When you need it
- You are making a decision and want to understand its tax consequences first.
- You have a question about how a tax rule applies to your situation.
- You want a second opinion on a tax position.
How we work
-
Understand
We learn the facts of your situation and the question you need answered.
-
Analyse
We consider the tax rules that apply.
-
Advise
We explain the consequences and the options in writing or in discussion.
What you receive
- Advice on the tax consequences of your situation.
- A clear explanation of your options.
-
Advice on how to organise transactions and operations with their tax consequences in mind.
When you need it
- You are setting up or reorganising a business, group or investment.
- You want to understand how different structures are taxed.
- You are planning a transaction and want tax considered from the start.
How we work
-
Define
We set out your objectives and the transactions involved.
-
Compare
We compare the structures available and their tax consequences.
-
Recommend
We discuss our recommendation and the steps to put it in place.
What you receive
- A comparison of structuring options and their tax consequences.
- A recommended approach with the steps to implement it.
-
A review of a target's tax position before an acquisition or investment.
When you need it
- You are acquiring a company or investing in one.
- You want to know what tax exposures come with the target.
- A buyer or investor asks you for a review of your own tax position.
How we work
-
Scope
We agree the taxes and periods to be reviewed.
-
Review
We examine the target’s tax filings, records and positions.
-
Report
We report our findings and the matters that may affect the transaction.
What you receive
- A tax due diligence report.
- A discussion of the findings that bear on your decision.
