New Clients Step 1
New Clients Step 2
After the initial meeting, we deal with any agreed follow-up actions. We also establish credentials with the Inland Revenue and Companies House so that we can discuss the client’s tax affairs on their behalf when necessary, and arrange online submission of Personal, Partnership and Corporation Tax Returns, PAYE annual returns, and Companies House returns.
New Clients Step 3
As soon as possible after 6 April, (or their financial year end), clients give us their records. We review the records and draw up any necessary accounts. We draft the client’s tax return, calculate their tax, and present our work to the client for their review, discussion and approval. Once approved, we submit the returns electronically.
M T Buckley & Co, 2 Beulah Walk, Woldingham, Caterham CR3 7LL
Telephone 01883 650420, email firstname.lastname@example.org