Business Details
Trusted Chartered Accountants in Bath & Somerset
Established over 25 years ago, Waldron Partnership has built a reputation as a trusted firm of Chartered Certified Accountants and Chartered Tax Advisors serving businesses and individuals in Bath, Somerset, and beyond. Our team combines deep technical expertise with sector-specific knowledge to deliver tailored solutions in accountancy, taxation, and business advisory services. We prioritise understanding our clients' unique needs, enabling us to provide timely, strategic advice that enhances business performance and personal wealth.With specialists in areas such as corporate tax, VAT, payroll, and IT systems, we offer comprehensive support for businesses at every stage of growth. Our commitment to excellence is reflected in our long-standing client relationships and our focus on exceeding expectations through proactive, accurate, and efficient service delivery.
Services
Compliance Services
Taxation
Payroll Management
System Advice
Personal Taxation
Corporate Tax Returns
VAT Compliance
Business Start-Up Support
Management Accounts
Highlights and features
- We have over 25 years of experience supporting businesses in Bath and Somerset.
- Our team includes specialists in corporate tax, VAT, and business compliance.
- We offer tailored solutions aligned with individual client needs and industry requirements.
- We provide expert IT system advice for accounting software including Sage and Xero.
- Our proactive approach identifies potential issues before they impact your business.
Associations and certifications
- Chartered Certified Accountants
- Chartered Tax Advisors
Services
Compliance Services
We ensure businesses meet statutory obligations through accurate annual accounts preparation, company secretarial services, and payroll management. Our team handles regulatory filings and tax returns, allowing clients to focus on core operations while maintaining full compliance with UK accounting standards and HMRC requirements.
Corporate Tax Returns
Specialist preparation of corporation tax returns under CTSA, including liability calculations and quarterly instalment planning. We minimise tax exposure while ensuring adherence to HMRC regulations, with proactive support for audits and investigations to protect client interests.
Payroll Management
Comprehensive payroll solutions covering Real Time Information submissions, auto-enrolment pensions, and software implementation. We streamline payroll processes to ensure timely, accurate payments and compliance with evolving employment tax legislation.
Business Start-Up Support
Guidance on business structure selection, financial planning, and HMRC registration. We assist entrepreneurs with cashflow projections, funding applications, and system setup to establish strong foundations for new ventures in Bath and surrounding areas.
System Advice
Expert recommendations for accounting software (Sage/Xero) and hardware selection. We provide implementation support, staff training, and management reporting solutions to optimise financial systems and improve business efficiency.
People
Marco Andrew Martin
Director
Chartered Tax Advisor with extensive finance and taxation experience, including industry roles. Specialises in Sage implementation and business advisory services.
Anne Sawtell
Director
Tax specialist focusing on personal tax and property income. Over 20 years' experience in practice, providing strategic tax planning solutions for individuals.
Tony Chapple
Tax Manager
20+ years' expertise in compliance and tax planning for individuals and SMEs. Advises on complex tax matters and represents clients during HMRC investigations.
Anne Whittock
Consultant
25+ years supporting SMEs with accounting and tax compliance. Known for straightforward advice that enables clients to focus on business growth.
Lai Ho
Payroll Manager
Experienced payroll administrator with 15+ years managing client payrolls. Expert in RTI submissions and auto-enrolment compliance for businesses of all sizes.
Questions
What accounting services do you offer for small businesses?
We provide accounts preparation, payroll, VAT returns, management accounts, and business planning services tailored to small businesses in Bath and Somerset.
Do you specialise in tax planning for individuals?
Yes, our Chartered Tax Advisors offer personal tax planning, self-assessment returns, and inheritance tax advice for individuals and property owners.
Can you help with starting a new business?
We assist with business structure selection, financial planning, HMRC registration, and system setup to support new ventures in the Bath area.
Do you provide IT system advice for accounting software?
Yes, we offer Sage and Xero implementation support, software selection advice, and training to optimise your financial management systems.
How do you handle HMRC investigations?
Our tax specialists represent clients during HMRC enquiries, providing expert support for compliance issues and dispute resolution in tax investigations.
Reviews (4)
Harry Ryland
Jun 09, 2025
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Expert advice given in a friendly and helpful manner resolved tax issues for my wife and myself. Nothing seemed to be too much trouble and the charges were very reasonable.
Tone Ldn
Apr 11, 2025
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Waldron Partnership have been helping with my Self Assessment tax returns for a decade now- very trustworthy, reliable and efficient. I'm grateful for the expertise for navigating through a complex process to keep on the right side of HMRC requirements.
Robyn Ivory
Oct 28, 2017
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These guys are amazing. Incredibly good value for what they do actually. Saved myself hours of frustrating fumbling about in the dark by hiring them to do my taxes instead. Ask for Ann, she's brilliant.
Christine Smith
Sep 26, 2012
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Fantastic accountants in Bristol. They have saved me money and their service is first class. Would highly recommend.
