Business Details
35 Years
experience
Your Trusted Chartered Accountants in Epsom
Established in 1991, we are a forward-thinking accounting firm based in Epsom, Surrey, leveraging technology to deliver efficient, tailored solutions for clients nationwide. Our expertise spans compliance, auditing, tax planning, and strategic business advice, with a focus on understanding each client's unique needs. We prioritise personal service, ensuring direct communication with experienced professionals who collaborate to provide holistic financial guidance.Our commitment to innovation includes developing online accounting tools and document management systems, enabling seamless collaboration and 24/7 access to critical financial information. With formal accreditations for audit and probate work, we combine technical excellence with practical business insight to support growth-oriented clients.
Services
Auditing
Bookkeeping
Company Secretarial
Corporate Tax Planning
Personal Tax
Online Accounting
Probate Work
CIS Services
Start-Up Support
Software Solutions
Details
- Year established: 1991
Highlights and features
- We provide personalized service with direct access to experienced professionals.
- Our technology-driven approach ensures efficient, transparent financial management.
- We combine 30+ years of experience with continuous industry innovation.
- We offer tailored solutions for startups, owner-managed businesses, and individuals.
- Our audit and probate accreditations demonstrate technical excellence and regulatory compliance.
Associations and certifications
- Institute of Chartered Accountants in England and Wales (Audit Registration)
- Institute of Chartered Accountants in England and Wales (Probate Accreditation)
What people say
Wealth of experience
Great technical expertise
Fantastic online software
Vital business component
Expertly managed businesses
Services
Online Accounting
Our online accounting solutions provide real-time financial visibility through cloud-based platforms. Clients can access cash-flow data, submit invoices, and reconcile bank transactions remotely. This service reduces administrative burdens while maintaining compliance with HMRC requirements for digital record-keeping.
Company Secretarial
We manage statutory record-keeping and Companies House filings for limited companies and LLPs. Our service includes maintaining company registers, preparing annual returns, and providing registered office facilities. This ensures regulatory compliance while saving business owners time.
Corporate Tax Planning
We handle corporation tax returns and strategic tax planning for limited companies. Our approach minimises tax liabilities while maintaining compliance. We also offer tax investigation insurance to protect against HMRC enquiry costs.
Start-Up Support
Our start-up service includes company formation, VAT registration, payroll setup, and business structure advice. We connect clients with graphic designers, web developers, and banks to establish complete operational frameworks for new ventures.
Probate Work
As ICAEW-accredited practitioners, we handle non-contentious probate matters. Our service includes estate valuation, inheritance tax calculations, and asset distribution according to wills or intestacy rules, ensuring legal compliance.
People
Mark Cooper
Principal
FCA-qualified accountant with over 30 years' experience leading CWM since its 1991 founding. Specialises in business advisory and compliance solutions for owner-managed companies.
Hazel Smith
Key team member providing accounting and tax services to diverse clients. Works closely with business owners to implement efficient financial systems and compliance strategies.
Rhys Smith
Experienced accountant supporting clients with bookkeeping, payroll, and digital accounting software implementation. Focuses on streamlining financial processes for growing businesses.
Tom Higgs
Accounting professional specialising in start-up support and compliance. Assists new businesses with formation, tax registration, and technology integration from day one.
Questions
What accounting software do you support?
We provide Xero, Kashflow, and Receipt Bank solutions with full implementation support. Our team helps clients choose the most suitable platform based on business size and complexity.
Can you assist with company formation?
Yes, we offer complete start-up services including company registration, VAT setup, payroll implementation, and business structure advice tailored to your specific needs.
Do you handle probate matters?
As ICAEW-accredited practitioners, we manage non-contentious probate cases including estate administration, tax calculations, and asset distribution according to legal requirements.
How do you ensure compliance with tax regulations?
We combine regular compliance checks with HMRC-approved software and maintain audit registration through ICAEW to guarantee adherence to all current tax legislation.
What are your specialist areas?
We specialise in business tax planning, digital accounting systems, corporate compliance, and support for owner-managed businesses across various industry sectors.
