Tax planning and year-end accounts, without the surprises
No last-minute scramble and no tax bill out of nowhere. Because your books are ready all year, your accounts are ready on time, and we plan your tax while there is still time to change it.
Know your tax bill months before it’s due.
Most owners find out what they owe when it is too late to do anything about it. We tell you what you are heading for during the year, and what can still be done about it.
That includes how you take money out of the business. Salary, dividends and pension contributions planned together, with Scottish income tax rates taken into account.
What’s included
- Year-end statutory accounts
- Corporation tax returns and planning
- Director and shareholder tax planning
- Profit extraction: salary, dividends and pensions
- Tax reserves set aside as you go
- VAT and HMRC compliance
- Capital allowances claimed correctly
Part of our fixed monthly fee, tailored to your business and paid by Direct Debit. No long-term contract.
Simple for you. Thorough behind the scenes.
- Books ready all yearYour records are kept up to date every month, so there is no year-end catch-up.
- Tax forecastWe project your profit and tax as the year goes, so you see it coming.
- PlanWe agree the best way to take money out and what to do before the year-end.
- File on timeAccounts and returns filed early, with no surprises.
Questions owners ask
When will I know what tax I owe?
During the year, not after it. We forecast profit and tax as part of your monthly reporting.
Can you help with how I pay myself?
Yes. Profit extraction is one of the most valuable conversations we have. There is also a dedicated Tax Planning & Profit Extraction Review Session.
Do you handle personal tax returns for directors?
Talk to us about your situation at a meeting with Euan.
What if our accounts are late or wrong now?
We take it over, put it right and get you back on track. It is something we do regularly when businesses move to us.
See it all in one view.
Every service we run feeds Total Clarity: your cockpit of sales, margin, cash, debtors and the few things that need you.
See Total Clarity →What changed for clients
Fast-growth e-commerce retailer
A business that lacked visibility now scales with confidence.
Joinery and civil contracting
From struggling to pay merchants to £50,000 into a pension in one year.
Engineering and fabrication business
A once-cautious director now uses his pension to buy commercial property.
See your business clearly.
Come and see us at Moncrieff House. An hour or so with our directors, getting to the bottom of what’s really going on, and a one-page summary to keep.