Business Details
Trusted Chartered Accountants in Liverpool
Established as a respected firm of chartered accountants, we provide expert, friendly, and impartial advice to businesses and individuals across the North West. Our ICAEW Chartered status ensures clients receive services that meet rigorous professional standards, with a focus on proactive, tailored financial guidance. With over two decades of experience supporting SMEs, we specialise in bookkeeping, tax returns, payroll, and R&D tax credits, prioritising client relationships over mass marketing.Our approach combines regulatory compliance with a flexible, client-centric ethos, ensuring financial solutions align with individual business goals. Trusted by organisations and individuals in Liverpool, Wirral, Cheshire, and Lancashire, we offer free initial consultations and maintain a reputation built on referrals and long-term partnerships.
Services
Bookkeeping
Tax Investigation Support
Payroll Services
R&D Tax Credits
Company Formation
VAT Returns
Capital Gains Tax Advice
Cash Flow Projections
Highlights and features
- We are regulated by ICAEW's professional standards for accountability
- Our team provides proactive tax-saving strategies tailored to client needs
- Free initial consultation available at client premises or our Liverpool office
- Specialist SME support with over 20 years' regional business experience
- Client testimonials highlight prompt service and practical financial advice
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
What people say
First rate service
Proactive financial advice
Excellent service
Helpful guidance
Substantial tax savings
Services
Bookkeeping
Maintain fully compliant financial records with expert advice on statutory requirements. We provide clear, concise reports on demand, ensuring accurate tracking of business transactions and regulatory compliance for organisations of all sizes.
Tax Investigation Support
Professional representation during tax investigations, ensuring proper documentation and compliance. Our qualified accountants handle HMRC communications, providing strategic advice to resolve enquiries efficiently while protecting client interests throughout the process.
Payroll Services
Full payroll administration including BACS payments, payslip generation, and real-time HMRC reporting. We manage employee registrations, statutory deductions, and year-end returns, ensuring compliance with current employment tax regulations and legislation.
R&D Tax Credits
Specialist support for science and technology businesses claiming R&D tax incentives. We identify qualifying activities, prepare detailed submissions, and maximise refunds for innovative projects that advance industry knowledge and capabilities.
Company Formation
Comprehensive company registration services from sole traders to complex partnerships. We handle legal requirements, documentation, and HMRC registrations, providing strategic advice on business structure selection and compliance obligations.
People
Dane Fennelly
Managing Director
E2E Technologies' Managing Director who has used Phil Owen & Co & Co. for several years, praising their prompt service and proactive financial advice that adds business value.
Kevin Collins
C.B. Transport Refrigeration Ltd
Director of a multimillion-pound business that has benefited from significant tax savings through R&D claims advised by Phil Owen & Co & Co.
Questions
What accounting services do you offer businesses?
We provide bookkeeping, tax returns, payroll, VAT compliance, R&D tax credits, and year-end accounts tailored to SMEs in construction, IT, and professional services sectors.
Do you support individual taxpayers?
Yes, we handle self-assessment returns, tax savings strategies, business start-up advice, and landlord tax compliance for private individuals and sole traders.
Are you regulated accountants?
We are chartered members of ICAEW, regulated by their professional standards, ensuring all services meet strict accounting and ethical requirements.
What areas do you cover?
Based in Liverpool, we serve clients across Merseyside, Wirral, Cheshire, Lancashire, and nationally through remote advisory services.
Can new clients get initial advice?
All new clients receive a free consultation at their premises or our Liverpool office to discuss specific financial needs and service requirements.
