Business Details
18 Years
experience
Reliable Accountant Services in Bargoed, South Wales
Established in 2008, our firm combines over 60 years of collective experience in accountancy and tax services. Led by director Joanna Scanlon, a chartered certified accountant with three decades of expertise in family and owner-managed businesses, we specialise in tailored financial solutions. Our team provides comprehensive services including tax returns, payroll, VAT compliance, and Making Tax Digital (MTD) support. With a client-centric approach, we prioritise clear communication and proactive advice to ensure businesses remain compliant and financially optimised. Our merger with Peter Kitchin's practice in 2010 expanded our capabilities while maintaining a commitment to personal service.We serve clients in Bargoed, South Wales, and remotely via secure digital platforms. Our focus on continuous professional development ensures we stay ahead of regulatory changes, including 60-day Capital Gains Tax reporting requirements. Clients value our reliability, efficiency, and ability to simplify complex financial matters. We pride ourselves on building long-term relationships through transparent, jargon-free guidance. Our office-based and online services cater to businesses of all sizes, from sole traders to limited companies.
Services
Accounting
Bookkeeping
Tax Returns
Payroll Services
Business Advice
VAT Returns
MTD Compliance
Capital Gains Tax
Company Accounts
Financial Planning
Details
- Year established: 2008
Highlights and features
- We have over 60 years of combined experience in accountancy and tax services
- Our director is a qualified chartered certified accountant with specialist knowledge
- We provide tailored advice for family and owner-managed businesses
- Our team stays ahead of regulatory changes including MTD and CGT requirements
- Clients value our reliability, efficiency, and jargon-free communication
What people say
Reliable and efficient
Highly recommended
Never failed to help
Timely responses
Great team
Services
Accounting
We provide comprehensive accounting services including financial statement preparation, year-end accounts, and regulatory compliance. Our team ensures accurate record-keeping and timely submissions for businesses of all sizes. With expertise in digital accounting software, we help clients transition to modern systems while maintaining compliance with HMRC requirements.
Tax Returns
Our tax return services cover self-assessment, corporation tax, and capital gains tax reporting. We specialise in 60-day CGT reporting and Making Tax Digital compliance. With over three decades of experience, we ensure accurate submissions while identifying legitimate tax-saving opportunities for individuals and businesses.
Payroll Services
We manage payroll processing, auto-enrolment pensions, and PAYE compliance. Our services include calculating employee wages, tax deductions, and statutory payments. We help businesses stay compliant with evolving employment tax regulations while maintaining accurate records for HMRC audits.
Business Advice
We offer strategic business advice covering VAT registration, tax planning, and operational efficiency. Our team provides tailored guidance for business growth, including cash flow management and compliance strategies. With specialist knowledge of family-owned enterprises, we help clients navigate financial challenges effectively.
Bookkeeping
Our bookkeeping services include sales accounting, expense tracking, and financial record maintenance. We implement computerised systems to streamline processes and ensure MTD compliance. With real-time reporting capabilities, we help businesses maintain accurate financial records for informed decision-making.
People
Joanna Scanlon
Director
Qualified chartered certified accountant with over 30 years' experience in South Wales. Specialises in family businesses and has worked with major firms including Grant Thornton. Leads the firm's strategic direction and client services.
Ian Jones
Accountant
Qualified accountant who joined the team in 2023. Handles day-to-day operations and client interactions. Brings fresh expertise in modern accounting practices while maintaining traditional client service values.
Questions
What accounting services do you offer?
We provide full accounting services including financial statements, year-end accounts, and regulatory compliance. Our team handles both traditional and digital accounting requirements for businesses of all sizes.
Do you handle Making Tax Digital compliance?
Yes, we specialise in MTD compliance for VAT and self-assessment. We help clients transition to digital systems and manage submissions directly on their behalf.
Can you assist with capital gains tax?
We provide 60-day CGT reporting services and help calculate tax liabilities. Our team ensures timely submissions to HMRC with accurate payment calculations.
Do you offer payroll services?
Yes, we manage payroll processing, auto-enrolment pensions, and PAYE compliance. We handle wage calculations, tax deductions, and statutory reporting requirements.
How do you support business growth?
We offer strategic business advice covering tax planning, VAT registration, and operational efficiency. Our guidance helps businesses make informed financial decisions for sustainable growth.
What areas do you serve?
We operate from Bargoed, South Wales, serving local businesses in Merthyr Tydfil and Ystrad Mynach. We also provide remote services to clients nationwide via secure digital platforms.
