© 2008 M T Buckley & Co

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M T Buckley & Co

2 Beulah Walk

Woldingham

Caterham, Surrey  CR3 7LL

phone: 01883 650420

fax: 01883 650421

mobile: 07876 030622

email: mtbuckley@btinternet.com

M T Buckley & Co

Chartered Accountants

Tax Specialists

Phone 01883 650420

Frequently, we will give guidance at the initial meeting on the records of income, tax paid, and business expenses that the particular client needs to keep, and the best way to keep them.

Client records vary considerably, of course. Clients on PAYE often only need to keep their certificates of salary, pensions and other income.

Self-employed people may only need to keep details of income and expenses recorded in categories such as materials, travel, stationary, etc. They will always need to keep receipts, bank statements and other key documents.

Larger, complex businesses often need professional accounting packages. We can advise on the choice and use, and arrange to transfer data files to our accounts and tax systems to save time and keep costs low.

After the initial meeting, we deal with any agreed follow-up actions.

We also establish credentials with the Inland Revenue so that we can discuss the client’s tax affairs on their behalf when necessary, and to arrange to submit tax returns and other documents online.

New clients usually telephone us to find out if we can help them.

If they like our answers, and we can provide what they need, we arrange a meeting.

We tell them what information they need at the meeting.

We meet and discuss all aspects of their tax situation, answer immediate questions, and agree what to do next.

As soon as possible after 6 April, (or their financial year end), clients give us their records.

We process 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.