Business Details
17 Years
experience
Trusted Tax & Accountancy Services in Suffolk
Established in 2009, Integrity Tax is a family-run Christian business committed to delivering high ethical and moral standards in tax and accountancy services. Our team combines extensive industry experience, including prior roles at Grant Thornton, to provide tailored tax advice and accountancy solutions for owner-managed businesses and high net worth individuals. We prioritise building strong client relationships to develop forward-looking strategies that minimise tax liabilities and support long-term goals.Our expertise spans corporate transactions, tax compliance, and year-end accounts for businesses up to the audit threshold. With a focus on proactive, jargon-free advice, we utilise modern accounting software to offer real-time reporting and ensure compliance with evolving financial regulations. Our values of integrity and transparency underpin every client interaction, reflecting our commitment to ethical excellence in all aspects of our work.
Services
Tax Advice
Accountancy Services
Corporate Transactions
Tax Compliance
Financial Planning
Details
- Year established: 2009
Highlights and features
- We are a family-run business with Christian values at our core
- Our team includes Chartered Accountants and Tax Advisors with Grant Thornton experience
- We provide proactive tax planning tailored to individual business needs
- We use modern accounting software for real-time financial reporting
- Our advice combines technical expertise with ethical transparency
Associations and certifications
- FCA
- CTA
- AAT
What people say
Professional, approachable
Knowledgeable, strategic
Second to none
Patient and clear
Services
Tax Advice
Our tax advisory service specialises in minimising liabilities for businesses and high net worth individuals. We provide strategic guidance on corporate transactions, succession planning, and compliance matters. With Chartered Tax Advisors on staff, we deliver forward-looking solutions tailored to your specific circumstances.
Accountancy Services
We offer comprehensive accountancy services including year-end accounts preparation and compliance. Our team handles bookkeeping, payroll, and financial reporting for businesses up to audit threshold. We work with all major accounting software packages to provide real-time reporting solutions.
Corporate Transactions
Specialist tax advice for business acquisitions and disposals. We support clients through restructuring processes and succession planning, ensuring tax-efficient transitions. Our expertise covers AIM-listed companies and owner-managed businesses seeking strategic changes.
Tax Compliance
We manage all aspects of direct and indirect tax compliance for businesses of all sizes. Our service includes proactive updates on changing regulations and clear guidance to maintain full compliance while optimising tax positions through ethical strategies.
Financial Planning
Personalised financial planning services focusing on long-term wealth preservation. We develop tailored strategies that align with both business objectives and personal financial goals, ensuring cohesive planning across all areas of our clients' financial lives.
People
Rob Southgate
Founder & Chartered Tax Advisor
Fellow of the Institute of Chartered Accountants and Chartered Tax Advisor with 15 years' experience at Grant Thornton. Specialises in tax strategy for owner-managed businesses. Combines technical expertise with ethical principles in client service.
Katie Smith
Accountant
AAT-qualified accountant handling bookkeeping, payroll, and compliance. Brings industry experience to client service. Focuses on clear communication and accurate financial reporting for business clients.
Lindsey Southgate
Office Manager
Oversees daily operations and supports tax compliance matters. Combines organisational expertise with client-focused service. Active in local community and Christian charity initiatives.
Olivia Southgate
Administrative Officer
Manages client information systems and office administration. Ensures efficient operations through meticulous organisation. Maintains client records and supports team coordination.
Questions
What tax services do you specialise in?
We specialise in tax planning for owner-managed businesses and high net worth individuals, including corporate transactions, succession planning, and compliance across all direct and indirect taxes.
How do you differ from other accountancy firms?
As a family-run Christian business, we combine technical expertise with ethical principles and personal service. Our team includes Chartered Accountants and Tax Advisors with major firm experience.
What accounting software do you support?
We work with all major accounting software packages and utilise remote login facilities to provide real-time reporting and financial management solutions for our clients.
Do you work with businesses outside Suffolk?
While based in Suffolk, we serve clients nationwide through remote working and digital accounting solutions, maintaining the same high standards of service regardless of location.
