Business Details
Trusted Chartered Accountants in Bath
P G Owen is a family-run accountancy firm dedicated to providing tailored financial solutions for businesses and individuals. With offices in Bath, Midsomer Norton, and Warminster, we prioritise face-to-face interactions while offering flexible online support. Our team of chartered accountants and financial advisors specialises in annual accounting, tax compliance, business advisory services, and probate solutions. We focus on simplifying complex financial matters through clear communication and practical guidance. Established to support family and owner-managed businesses, we combine technical expertise with a client-centric approach.Our values of professionalism, teamwork, and integrity underpin every service we deliver. We offer free initial consultations and fixed-price quotations for additional work, ensuring transparency and trust. Our virtual finance director service provides ongoing strategic support to help businesses grow sustainably. With over three decades of combined experience, our team delivers actionable insights to improve financial outcomes. We serve clients across Bath, North East Somerset, and West Wiltshire, ensuring accessibility and local expertise.
Services
Annual Accounting
Company Secretarial
Online Accounting
Payroll Bureau
Taxation
Landlord Tax
Audits
Business Advisory
Business Start-Up
Probate Services
Highlights and features
- We offer free initial consultations with no hidden fees
- Our team provides virtual finance director services tailored to your needs
- We deliver compliance and advisory support in plain English
- We operate across Bath, Somerset, and Wiltshire with local expertise
- Our chartered accountants combine decades of experience with innovative solutions
Associations and certifications
- Chartered Accountants
Services
Annual Accounting
We prepare and file annual accounts for HMRC, Companies House, and charities. Our service ensures compliance with regulatory requirements while providing clear financial insights. Clients receive timely submissions and strategic advice to optimise financial performance.
Business Advisory
Our advisory service offers quarterly strategy sessions and progress check-ins. We help businesses identify growth opportunities and implement actionable plans. Tailored support ensures clients achieve measurable improvements in profitability and efficiency.
Taxation
We provide tax planning and compliance services, balancing legal mitigation with ethical considerations. Our expertise covers corporate and personal tax, including landlord tax and inheritance tax strategies for individuals and businesses.
Payroll Bureau
Probate Services
We offer specialist probate services to manage deceased estates tax-effectively. Our support includes navigating legal requirements and financial settlements. Clients receive compassionate guidance during challenging times with a focus on compliance and efficiency.
Questions
What accounting services do you offer for small businesses?
We provide annual accounts preparation, tax compliance, payroll, and business advisory services tailored to small businesses. Our virtual finance director support helps owners make informed financial decisions.
Do you offer free initial consultations?
Yes, we provide free initial consultations with no obligation. If additional work is required, we give fixed-price quotes upfront to ensure transparency.
Which areas do you cover?
We serve clients in Bath, Midsomer Norton, Warminster, and surrounding areas including Somerset and Wiltshire. Our offices ensure face-to-face meetings within an hour's travel.
Can you assist with landlord tax requirements?
Yes, we specialise in landlord tax services, including mortgage interest deductions and property tax compliance. Over a third of our personal tax clients are buy-to-let landlords.
Are you authorised to provide financial advice?
We are directly authorised by the Financial Conduct Authority for financial services, including mortgages, pensions, and investments, alongside our accountancy offerings.
