Our understanding
Here at Wisteria, we know how important it is that you find an accountant who perfectly understands your needs. Every detail must be perfect, down to whether you want to receive contact via email or letter.
There are a whole host of reasons why you might want to switch accountants, such as:
- Your accountant doesn’t have the knowledge to advise you on complex areas, such as in relation to tax or audit
- All filings are completed at the last minute and cause undue stress and headache
- They don’t understand your business so they can’t provide helpful strategic advice
- They are not approachable or proactive
- Their service is not flexible and reactive to your needs
- You are unhappy with fees and the way you are charged for services
How we can help
You might relate to some of these reasons, yet still feel concerned and unsure about making the switch. For more information about how to switch accountants, view our business tips.
Perhaps you have already decided to switch, or perhaps you just want to find out what your options are. Either way, please contact us to discuss how we can help or to find out more about the process. All inquiries are confidential.
The whole team at Wisteria pride themselves on providing high quality, expert, and proactive services to our clients. More than that, we are friendly and easy to work with. After all your accountant should be your number one adviser!
Meet the expert
Andrew works with many business owners assisting them with their accounts and tax matters.
Andrew has over 10 years’ experience working in practice for Moore Stephens and BDO, and then as a manager and partner at two separate local firms, where he has established and grown a loyal client following. Andrew joined Wisteria in 2019.
Meet AndrewWhy choose us
While working on your tax affairs, we seek out opportunities. We aim to keep you fully in the loop, discussing developments and new options with you, as part of regular meetings. By developing long-term relationships with clients, our tax return services work alongside the tax advice we provide. We want to give you peace of mind that you are in safe hands, your tax return is dealt with in good time, and each opportunity is identified and implemented.
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Preparation of Self Assessment tax returns
A self assessment tax return is the method by which taxpayers report their income and capital gains to HM Revenue and Customs. Wisteria’s team of qualified specialists can confirm whether it is necessary for you to complete a return and Wisteria provides an efficient and professional tax return completion service.
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Income Tax and National Insurance Contributions (NIC) advice
If your tax affairs are more complicated, you will need to register for self-assessment and submit a tax return. If you would like help getting set up to submit Self Assessment tax returns or if you require more information about our tax services for individuals, contact us today.
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Inheritance tax planning and reviews
Tax planning is completed either when you have decided what you want to achieve in the most tax efficient way, or where you wish to simply review your affairs. Wisteria’s tax specialists will review your position and advise on the most tax efficient way to structure your affairs generally or advice on any particular transaction.
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Working with financial advisers to ensure you have an optimal tax and investment strategy
It is important to work with an accountant who you can get on with and feel you can trust. When selecting an accountant, there are many factors to take into account and many possible options available to you. Wisteria’s financial advisers can provide you with valuable advice on how to maximise your money.