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Business Details
18 Years
experience
Chartered Accountants in Crediton, Devon
Established with a commitment to excellence, Wortham Jaques delivers first-class accountancy and tax advisory services to businesses and individuals across the West Country and beyond. Our team, led by Directors Charlotte Chapman Gibbs and David Jaques, brings over four decades of combined experience in the accountancy profession, ensuring clients receive expert guidance tailored to their unique needs. We pride ourselves on professionalism, continuous training, and a client-centric approach that prioritises transparency, reliability, and long-term partnerships. Whether supporting start-ups, established businesses, or individuals navigating tax complexities, we combine technical expertise with a personal touch to maximise opportunities and resolve challenges. Our services span compliance, tax planning, business strategy, and HMRC investigations, underpinned by a fee protection scheme to provide certainty during audits.

As ICAEW Business Advisers, we adhere to the highest standards, offering fixed-fee structures and scalable solutions that adapt to clients' evolving needs. From charity sector support to VAT planning and payroll services, we ensure clarity in financial decision-making while maintaining a commitment to ethical practice. Our philosophy emphasizes building success through collaboration, treating every client's goals as our own, and delivering value that extends beyond traditional accountancy. With a focus on innovation and accessibility, we leverage technology to streamline processes while maintaining the personal accountability that defines our practice. Clients consistently praise our responsiveness, expertise, and ability to transform complex financial challenges into manageable solutions, reinforcing our reputation as a trusted partner in financial success.
Services
Personal Taxation Business Compliance Tax Planning HMRC Investigations Payroll Services VAT Returns Company Secretarial Financial Planning Charity Accounting Business Start-Up Support
Details
  • Year established: 2008
Highlights and features
  • We offer over 40 years of combined experience in accountancy and tax advisory.
  • Our ICAEW-accredited team ensures adherence to the highest professional standards.
  • Fixed-fee pricing provides cost certainty with no compromise on quality.
  • Personalised support for businesses and individuals across all sectors.
  • Proven track record in resolving HMRC investigations and tax compliance issues.
Associations and certifications
  • ICAEW Business Advisers
What people say
Efficient staff Excellent service Prompt guidance Tax savings Reliable support
Services
Personal Taxation
We prepare accurate self-assessment tax returns for individuals, partnerships, and trusts while identifying legal tax-saving opportunities. Our team calculates liabilities, advises on payment schedules, and offers fee protection during HMRC investigations. Clients benefit from proactive planning to minimise tax burdens and ensure compliance with evolving regulations.
Business Compliance
Our compliance services include annual accounts preparation, company secretarial duties, and statutory filings. We ensure businesses meet deadlines for VAT returns, payroll processing, and corporation tax submissions. This reduces administrative burdens, allowing clients to focus on core operations while maintaining full regulatory adherence.
HMRC Investigations
We provide expert representation during HMRC investigations, ensuring legal boundaries are respected and outcomes are favourable. With experience in resolving disputes swiftly, we often secure minimal additional tax liabilities or even refunds. Early intervention and strategic communication form the cornerstone of our approach to these cases.
Business Start-Up Support
From entity selection to business plan development, we guide entrepreneurs through every stage of launching a company. Our services include tax-efficient structuring, financial forecasting, and accounting software setup. This foundation ensures new businesses operate compliantly while optimising growth potential from inception.
VAT Planning
We help businesses navigate VAT obligations, minimise liabilities, and avoid penalties through strategic planning. Our services cover registration decisions, cash accounting schemes, and compliance with Making Tax Digital requirements. Clients receive tailored advice to transform VAT from a cost into a manageable operational factor.
People
Charlotte Chapman Gibbs
Director
With extensive expertise in business planning and charity sector support, Charlotte brings over 20 years of accountancy experience. She focuses on strategic development and client relationship management.
David Jaques
Tax Partner
Specialising in complex tax problem-solving, David offers decades of experience in corporate and personal tax planning. His approach combines technical mastery with practical solutions for individuals and businesses.
Becky Board
Chartered Accountant
Becky provides expert accounting services, supporting clients with bookkeeping, payroll, and financial reporting. Her technical skills ensure accurate compliance and strategic financial guidance for diverse business needs.
Questions
What accounting services do you offer for businesses?
We provide compliance services, management accounts, payroll, VAT planning, and strategic business advisory tailored to your company's needs.
How do you help with tax planning?
We identify legal tax-saving opportunities, optimise structures for individuals and businesses, and provide ongoing advice to minimise liabilities.
Can you assist with business start-ups?
Yes, we guide you through entity selection, business planning, tax structuring, and accounting system setup for new ventures.
What support exists for HMRC investigations?
We offer expert representation, ensuring investigations stay within legal boundaries and achieve favourable outcomes with minimal additional liabilities.
Do you work with charities and non-profits?
Yes, we specialise in charity accounting, compliance, and tax-efficient structuring for voluntary sector organisations.