Business Details
24 Years
experience
Your Trusted Accounting Partner in Sherborne
Established in 2002, we are a dedicated team of Chartered Accountants and Chartered Tax Advisers committed to delivering practical, cost-effective financial solutions. Our partner-led approach ensures direct access to senior professionals, fostering open communication and tailored advice for businesses, individuals, and trusts. With expertise in tax planning, share schemes, and mergers and acquisitions, we prioritise client needs through proactive service and transparent fee structures. Our focus on building long-term relationships allows us to understand unique client circumstances, offering strategic guidance to maximise financial performance while minimising tax liabilities.We combine the expertise of larger firms with the personal touch of a smaller practice, ensuring value for money without compromising quality. Our team's extensive experience, including 35 years in practice for our lead partner, supports clients from start-up to maturity, addressing complex challenges with innovative solutions. We pride ourselves on accessibility, responsiveness, and a commitment to exceeding client expectations through continuous support and expert insight.
Services
Tax Planning
Share Schemes
Small Business Services
Tax Investigation Protection
Mergers & Acquisitions
Accounts Preparation
Corporation Tax
Personal Tax
Retirement Planning
VAT Services
Details
- Year established: 2002
Highlights and features
- We offer partner-led service with direct access to senior professionals
- Our team includes Chartered Accountants and Chartered Tax Advisers with decades of combined experience
- We provide proactive tax planning and business advisory solutions
- We guarantee transparent fee structures with no hidden charges
- We combine the expertise of larger firms with a personal, responsive approach
What people say
Super professional
Pro-active approach
Respond quickly
Excellent communication
Value for money
Services
Tax Planning
Our partner-led tax planning service delivers tailored solutions to minimise liabilities while maximising financial opportunities. We work closely with clients to understand their unique circumstances, creating strategic plans that align with business goals and personal financial objectives. Our proactive approach ensures clients benefit from the latest tax-efficient opportunities.
Share Schemes
We specialise in designing share structures that motivate key staff and attract investors. Our experts ensure tax efficiency at every stage, from initial investment through profit distributions to final disposal. We help businesses implement schemes that align with long-term growth strategies while maintaining compliance with current regulations.
Small Business Specialists
Our dedicated team provides comprehensive accounting support for small businesses, covering statutory accounts, tax compliance, and strategic financial planning. We offer practical advice tailored to the unique challenges faced by growing businesses, ensuring owners can focus on operations while we handle financial complexities.
Tax Investigation Protection
This service provides complete peace of mind by covering our fees in case of tax authority investigations. We guide clients through the process while protecting their interests, ensuring compliance with regulations while minimising disruption to business operations. Our proactive approach helps prevent issues before they arise.
Mergers & Acquisitions
We support clients through every stage of business transactions, identifying risks and opportunities to ensure tax-efficient outcomes. Our expertise covers due diligence, negotiation support, and strategic planning for both buyers and sellers. We help structure deals that maximise value while minimising tax liabilities.
People
Andrew Eustace
Head of Tax Policy
With 35 years' experience, including roles at top 20 firms, Andrew specialises in tax advice for business sales and expatriate matters. He provides expert guidance on tax compliance and strategic planning.
Jackie Core
Chartered Certified Accountant
Qualified in 2017, Jackie focuses on family-owned businesses and complex personal tax matters. She combines technical expertise with practical advice to meet clients' specific needs.
Jurgita Dubinskiene
AAT Qualified Accountant
Jurgita prepares client accounts and handles tax compliance for various business structures. She also manages VAT returns and bookkeeping, ensuring accurate financial records.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive support including statutory accounts, tax compliance, bookkeeping, and strategic financial planning tailored to small businesses' needs.
How do you help with tax planning for business owners?
We create custom tax strategies to minimise liabilities while maximising financial opportunities, focusing on long-term planning and compliance.
What is your approach to client communication?
We prioritise open communication through regular meetings and proactive updates, ensuring clients stay informed about tax changes and financial matters.
Do you offer fixed-fee accounting services?
Yes, our fixed-fee package includes annual accounts, tax planning meetings, and compliance services with no unexpected charges.
How do you handle tax investigations?
We provide full support through our Tax Investigation Protection Service, covering our fees and guiding clients through the process.
