Business Details
Your Trusted Chartered Accountants in Lancaster & Morecambe
We have been delivering first-class accountancy services and business expertise to clients in Lancaster, Morecambe, and nationwide for over a century. Our comprehensive offerings include statutory accounts preparation, audit services, tax compliance, and specialist tax planning, including Research and Development tax claims. Our forward-thinking team prioritises tax-efficient strategies to help businesses achieve their goals while maintaining a client-centric approach.We are committed to exceeding expectations through honest advice, proactive communication, and tailored solutions. With a heritage of trust and professionalism, we support clients across all sectors, from start-ups to established enterprises, ensuring clarity, compliance, and long-term success.
Services
Accountancy Services
Tax Planning
Business Valuations
Payroll Services
Company Formation
Audit Services
VAT Compliance
Management Accounts
Trust & Estate Tax
Strategic Planning
Highlights and features
- We offer over a century of experience in accountancy and tax advisory services.
- Our team provides specialist tax planning, including R&D tax claims.
- We prioritise proactive, client-focused communication and transparency.
- We deliver tailored solutions for businesses of all sizes and sectors.
- Our seamless switching process ensures no disruption to your operations.
Associations and certifications
- Institute of Chartered Accountants in England and Wales
What people say
Professional and quick
Supportive and stress-free
Efficient and reasonable charges
First-class accounts
Exceptional service
Services
Accountancy Services
We provide comprehensive accountancy services, including statutory accounts preparation, audit compliance, and Companies House filings. Our team ensures accurate financial reporting tailored to your business needs, helping you meet regulatory requirements while identifying opportunities for growth and efficiency improvements.
Tax Planning
Our specialist tax planning services focus on minimising liabilities while ensuring compliance with HMRC regulations. We offer strategic advice on corporation tax, personal tax, inheritance tax, and R&D tax claims, empowering businesses to operate tax-efficiently and sustainably.
Business Valuations
We deliver precise business valuations for mergers, acquisitions, shareholder exits, and dispute resolution. Our approach combines industry expertise with detailed financial analysis to determine accurate valuations, supporting informed decision-making for business owners and stakeholders.
Payroll Services
Our payroll services ensure full compliance with HMRC requirements, including payslip generation, P45/P60 processing, and pension contributions. We streamline payroll management, reducing administrative burdens and ensuring timely, error-free payments for businesses of all sizes.
Company Formation
We assist with establishing new businesses, including company structure advice, same-day formations, and Companies House compliance. Our support covers all entity types, from limited companies to community interest companies, ensuring a smooth and legally compliant setup process.
People
Damien Sissons
Director
Chartered Accountant with over 30 years' experience, specialising in tax strategy and audit. Qualified with a Big Four firm in 1992 and joined Waters and Atkinson in 1995. Active in local governance and charity sectors.
Chris Gardner
Director
FCA qualified in 2009, Chris manages corporate and private clients while leading the firm's practice development. Holds leadership roles in the Lancaster and Morecambe Chamber of Commerce.
Theo Gardner
Chartered Accountant
Qualified in 2023 after joining directly from school. Prepares accounts for diverse businesses and represents the firm at local events, combining technical expertise with community engagement.
Peter Ridley
Tax Manager
Over 40 years' tax advisory experience, specialising in EIS/SEIS claims and inheritance tax. Acts as a buffer between clients and HMRC, simplifying complex tax systems for businesses and individuals.
Jo Bunting
Tax Manager
Specialist in R&D tax claims and trust work, with prior experience at HMRC. Provides strategic tax guidance to a diverse portfolio of personal and corporate clients.
Questions
What services does Waters and Atkinson offer?
We provide accountancy, audit, tax planning, payroll, business valuations, and company formation services for businesses and individuals nationwide.
How do I switch accountants to Waters and Atkinson?
Contact us for a free consultation, receive a tailored quote, and we'll handle the transition seamlessly with your existing accountant.
Do you specialise in tax planning for businesses?
Yes, we offer specialist tax planning including R&D claims, corporation tax, and inheritance tax strategies to optimise your tax position.
Are your accountants qualified and accredited?
Our team includes Chartered Accountants registered with the Institute of Chartered Accountants in England and Wales, ensuring professional standards.
Can you assist with company formation?
Yes, we guide you through choosing the right business structure and handle all compliance requirements for new company registrations.
What areas do you serve?
Based in Lancaster and Morecambe, we serve clients nationwide across the UK with both in-person and remote support.
