Business Details
Trusted Chartered Accountants in Lancaster & Morecambe
We have been delivering first-class accountancy services to businesses and individuals in Lancaster, Morecambe, and nationwide for over a century. Our comprehensive offerings include statutory accounts preparation, audit services, tax planning, and specialist advice on Research and Development tax claims. Our forward-thinking team combines technical expertise with a proactive approach to ensure clients operate in the most tax-efficient manner while achieving their business objectives.We prioritise clear communication, transparency, and long-term relationships, supported by a philosophy of honesty, efficiency, and client-centric service. With a team of chartered accountants and specialists, we provide tailored solutions across all sectors, from start-ups to established enterprises.
Services
Statutory Accounts
Tax Planning
Payroll Services
Company Formation
Audit Services
Highlights and features
- We have over a century of experience in accountancy services.
- Our team includes ICAEW-qualified chartered accountants.
- Specialist tax advice on R&D claims and inheritance tax planning.
- Seamless switching process for new clients.
- Competitive fixed-fee quotes with no hidden costs.
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
What people say
Professional and quick service
Helpful tax suggestions
Stress-free setup
Supportive team
Efficient payroll services
Services
Statutory Accounts
We prepare comprehensive statutory accounts for companies of all sizes, ensuring compliance with Companies House and Corporation Tax requirements. Our service includes detailed financial reporting, tax liability mitigation, and performance analysis to help businesses meet legal obligations while identifying growth opportunities. Clients benefit from accurate, timely submissions and strategic financial insights.
Tax Planning
Our tax planning services focus on minimising liabilities within legal frameworks, including R&D claims, inheritance tax strategies, and business restructuring. We provide tailored guidance to individuals and corporations, leveraging decades of expertise to optimise tax efficiency while ensuring compliance with HMRC regulations. Clients receive proactive advice aligned with long-term financial goals.
Payroll Services
We manage payroll processing, P60/P45 forms, and auto-enrolment pensions for businesses, ensuring HMRC compliance. Our service includes real-time updates, benefit-in-kind reporting, and software integration to streamline payroll management. Employers gain peace of mind through accurate, stress-free payroll administration and expert support during audits.
Company Formation
We assist with registering new companies, including structure advice, share classification, and same-day formations. Our support extends to maintaining statutory records and preparing constitutional documents. Start-ups benefit from clear guidance on compliance, tax registration, and strategic planning to establish a solid foundation for growth.
Audit Services
We conduct statutory and voluntary audits to enhance financial credibility and identify operational improvements. Our audits assess accounting systems, ensure regulatory compliance, and provide actionable recommendations for risk management. Clients gain confidence in their financial reporting and strategic decision-making through our rigorous, transparent audit processes.
People
Damien Sissons
Director
FCA-qualified with over 30 years' experience, Damien specialises in tax strategy and audit services. He joined Waters and Atkinson in 1995 and focuses on client-centric solutions, combining technical expertise with local community engagement.
Chris Gardner
Director
FCA-qualified since 2009, Chris manages corporate and private client portfolios. He provides tax and business advisory services, leveraging local industry connections to deliver practical solutions for diverse business challenges.
Theo Gardner
Chartered Accountant
ACA-qualified in 2023, Theo prepares accounts for varied businesses and represents the firm at industry events. He brings fresh insights to client engagements, focusing on accuracy and clear communication.
Hayden Cowperthwaite
Client Manager
ACA-qualified with expertise in limited company accounts and tax work, Hayden supports technology firms and start-ups. He combines technical proficiency with a client-focused approach to simplify complex financial matters.
Peter Ridley
Tax Manager
With 40+ years' experience, Peter specialises in inheritance tax, trusts, and HMRC negotiations. He demystifies tax complexities for clients, offering strategic advice to align with personal and business objectives.
Questions
What accountancy services do you offer?
We provide statutory accounts, audit, bookkeeping, tax compliance, payroll, and business advisory services tailored to businesses and individuals across the UK.
How can I switch accountants smoothly?
Contact us for a free consultation. We handle the transition by coordinating with your current accountant, ensuring no disruption to your records or deadlines.
Do you offer specialist tax advice?
Yes, including R&D tax claims, inheritance tax planning, and HMRC dispute resolution, delivered by ICAEW-qualified experts with decades of experience.
Can you help with company formation?
We assist with registering new companies, advising on structure, share classification, and compliance, including same-day formations and ongoing record-keeping.
Are your fees competitive?
We provide transparent, fixed-fee quotes with no hidden costs, tailored to your specific needs during a free introductory consultation.
