Business Details
12 Years
experience
Expert Accountants in Montrose | Account Tax
Established in 2014, we are a forward-thinking accountancy firm based in Montrose, Scotland, serving clients across the UK and internationally. Our focus lies in delivering precision, strategic tax advice, and tailored business support to sectors including oil and gas, renewable energy, retail, and hospitality. As a non-hierarchical practice, senior partners work directly with clients alongside our team of qualified accountants, ensuring access to expert knowledge of UK tax law. We prioritise continuous professional development to maintain technical excellence while offering practical solutions for business growth.Our services span statutory compliance, tax efficiency optimisation, payroll management, and specialist guidance on IR35, foreign tax obligations, and non-resident tax planning. Client testimonials highlight our proactive approach, industry-specific expertise, and commitment to simplifying complex financial processes. With a proven track record in supporting startups through to established enterprises, we combine technical proficiency with accessible, jargon-free advice to deliver measurable results.
Services
Business startup
Cloud accounting
Compliance
Contractor insurance
Foreign tax
IR35 support
Non-residency tax
Payroll services
Personal tax planning
VAT management
Details
- Year established: 2014
Highlights and features
- We provide access to qualified accountants with sector-specific expertise in oil & gas and renewable energy.
- Our non-hierarchical structure ensures direct access to senior partners for all clients.
- Specialist knowledge of IR35 regulations and international tax obligations is embedded in our service delivery.
- Continuous investment in technical training maintains our team's proficiency in evolving UK tax law.
- Client-centric approach combines strategic advice with practical support for business growth.
What people say
Stress free
Impressed with the service
Professional guidance
Quick to reply
Significant difference
Services
Business startup
We provide comprehensive guidance for new businesses, covering company formation, compliance requirements, and strategic planning. Our services include preparation of business plans, statutory registration, and tailored financial advice to ensure sustainable growth from inception. Clients benefit from our expertise in navigating regulatory frameworks while focusing on core business development.
Cloud accounting
Our cloud accounting solutions help businesses transition to digital financial management systems. We assist with implementation of Making Tax Digital-compliant software, data migration, and staff training. This service improves financial transparency, real-time reporting capabilities, and ensures compliance with HMRC's digital tax initiatives while streamlining day-to-day accounting processes.
Compliance
We manage statutory compliance requirements for companies and sole traders, including tax returns, company filings, and payroll reporting. Our proactive approach ensures timely submissions to HMRC and Companies House while maintaining accurate financial records. This service reduces administrative burdens and minimises risks of penalties through meticulous attention to regulatory changes.
Personal tax planning
Our tax planning service optimises personal tax efficiency for high earners and self-employed individuals. We provide strategic advice on capital gains tax, inheritance tax, and income tax mitigation while ensuring compliance with current legislation. This proactive approach helps clients retain more of their income through legitimate tax-saving opportunities.
IR35 support
We offer specialist guidance on IR35 regulations for contractors and businesses. Our services include contract reviews, status determination assessments, and compliance strategies to manage tax liabilities. With extensive experience in this complex area, we help clients navigate legislative requirements while protecting their financial interests.
Questions
What industries do you specialise in?
We focus on oil & gas, renewable energy, retail, hospitality, and trades sectors with tailored accounting solutions.
Do you offer free initial consultations?
Yes, we provide obligation-free meetings to discuss your business needs and tax requirements.
How do you handle international tax obligations?
Our team provides expert guidance on foreign tax liabilities and compliance for cross-border business activities.
Are your accountants qualified?
All our advisers are qualified accountants with specialist knowledge of UK tax legislation and compliance.
What compliance services do you provide?
We manage HMRC and Companies House filings, payroll reporting, and tax return submissions for businesses.
Reviews (5)
Lorne Campbell
Jul 15, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Very friendly and efficient service with top advice and support.
Very friendly and efficient service with top advice and support.
Stephen Mcvey
Jul 14, 2021
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Many things in life can be over complicated, especially tax and accounts for the lay person. This is our businesss 14th year using Account Tax for all our company and personal tax and it sure has made our lives easier thanks to Kerry, Nick and the team. I remember our first year when they uncovered a VAT error with our previous accountant resulting in a 6,000 + refund to the company. Keep up the good work.
Anne Walker
Jul 14, 2021
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We have been with Account Tax for 15 years and can only say we have always received a first class service! All staff very friendly, professional and always willing to help. Any queries I have had are dealt with promptly and efficiently. Very happy with Account Tax and would highly recommend!
James Webster
Jun 08, 2018
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Having been with a number of Accountants previously I was recommended AT Tax when I moved into the area. During this time I found that the costs for their services turned out to be far in excess of what I was initially told to expect for a years accounts, in fact it turned out to be almost three times what I anticipated!
Sadly and ultimately I felt the overruling interest was more to do with the company making a profit as opposed to the client's needs!
Sadly and ultimately I felt the overruling interest was more to do with the company making a profit as opposed to the client's needs!
R. T.
Nov 01, 2017
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I've been using Account Tax Ltd in Montrose for nearly 15 years and have always found their services excellent. I've recommended their business to many friends and colleagues over the years and would have no problems in doing so to anyone reading this review.