Business Details
34 Years
experience
Trusted Accountants in Bolton
Established in 1992, J F Balshaw is a family-run accountancy firm based in Bolton, Lancashire, offering tailored financial solutions for small businesses and individual taxpayers. Our father-daughter partnership combines over 60 years of combined industry and practice experience, delivering expert guidance in tax compliance, business structuring, and financial reporting. We specialise in self-employment accounts, limited company services, payroll management, and Making Tax Digital (MTD) compliance.Our approach prioritises personal service, leveraging dedicated HMRC agent channels to streamline client interactions. We provide practical bookkeeping advice, cash flow forecasting, and tax-efficient strategies, ensuring clients focus on business growth while meeting regulatory obligations. Our low overheads enable competitive pricing without compromising quality, with transparent cost discussions during free initial consultations.
Services
Tax Returns
Payroll Services
VAT Compliance
Company Incorporation
Details
- Year established: 1992
Highlights and features
- Over 60 years of combined experience in accountancy practice and industry
- Personalised service tailored to small business and individual needs
- Competitive pricing structure based on work complexity, not business size
- Expertise in Making Tax Digital (MTD) compliance and HMRC agent representation
- Free initial consultation to provide transparent cost estimates
Associations and certifications
- Chartered Accountants
Services
Self-Employment Tax Returns
We prepare and submit self-assessment tax returns for sole traders and partnerships, ensuring compliance with HMRC requirements. Our service includes income and expense tracking guidance, liability management advice, and direct HMRC communication. Clients receive tailored support to navigate tax obligations while focusing on business operations.
Limited Company Accounting
Our limited company services cover incorporation, annual accounts preparation (iXBRL format), corporation tax computations, and Companies House filings. We advise on tax-efficient remuneration strategies, dividend processing, and compliance with director responsibilities, ensuring businesses meet statutory obligations while optimising financial performance.
Payroll Services
We manage payroll processing for weekly and monthly paid employees, including payslip generation, RTI submissions, and year-end P60/P11D forms. Our service ensures compliance with PAYE regulations, handles starter/leaver notifications, and provides accurate tax and National Insurance calculations to maintain HMRC compliance.
Making Tax Digital
We assist businesses with MTD for VAT requirements, including software selection, digital record-keeping setup, and submission of compliant returns. Our support extends to creating MTD-compatible spreadsheets and bookkeeping services, reducing administrative burdens while ensuring adherence to HMRC's digital tax initiatives.
Individual Tax Affairs
We handle self-assessment tax returns for individuals with property income, investments, or capital gains, including the 30-day reporting requirement for property disposals. Our service ensures accurate reporting of income sources, maximises allowable deductions, and provides clarity on tax liabilities for non-business taxpayers.
People
John Balshaw
Founder
Qualified in 1967 after articling in North West practice, John gained industry experience at BAe Lostock before establishing J F Balshaw in 1992. Specialising in small business taxation, he brings over 50 years of practical expertise to client advisory services.
Kate Trained
Director
A Chartered Accountant qualified with a Big Four firm in 2003, Kate transitioned from global manufacturing group roles to join the family practice in 2009. Her industry background enhances strategic tax and business advisory services for growing enterprises.
Questions
What accounting services do you offer for small businesses?
We provide self-employment accounts, limited company services, payroll management, VAT compliance, and Making Tax Digital support tailored to small business needs in Bolton.
How do you determine your fees?
Charges are based on work complexity rather than business size, with transparent pricing discussed during free initial consultations to ensure cost clarity.
Can you assist with HMRC compliance?
Yes, we act as HMRC agents, handling tax returns, MTD submissions, and direct communications using dedicated agent channels for efficient compliance management.
Do you offer payroll processing?
We manage payroll for weekly/monthly employees, including RTI reporting, payslips, and year-end forms, ensuring PAYE regulations compliance for businesses of all sizes.
What experience do you have?
Our father-daughter team combines over 60 years of experience, including Big Four audit backgrounds and industry roles, providing expert tax and accounting guidance since 1992.
Reviews (2)
Marc Hull
Jul 23, 2020
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We've been using Kate for many years with fantastic service. I highly recommend to anyone looking for accounting services!
Peter Ibberson
Jul 31, 2019
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A friendly personal service from Kate who takes the terror out of tax returns at a fantastically reasonable price.
