Business Details
14 Years
experience
Trusted Accountants in Tamworth
We are a team of highly skilled and qualified accountants dedicated to providing professional and dependable bookkeeping and accountancy services to small and medium-sized businesses. With offices in Middleton, Tamworth, we offer tailored solutions to meet the unique needs of each client, ensuring compliance and peace of mind. Our services include bookkeeping, management accounting, VAT, payroll, and Sage software implementation. We pride ourselves on delivering a consistently high level of service, combining expertise with a personal touch. Our team includes AAT-licensed professionals with decades of combined experience, ensuring clients receive accurate, timely, and reliable support.We prioritise transparency, offering fixed fees agreed in advance with no hidden costs. Our flexible approach allows us to work onsite or remotely, adapting to our clients' preferences. We are committed to building long-term relationships based on trust, understanding, and exceptional service. Our goal is to alleviate the administrative burden of financial management, enabling businesses to focus on growth and success.
Services
Bookkeeping
Management Accounting
VAT Services
Payroll Services
Sage Software Solutions
Company Formations
Accounts Preparation
Construction Industry Scheme
Sage Training
Accountancy Tutoring
Details
- Year established: 2012
Highlights and features
- We are AAT licensed accountants with extensive experience in bookkeeping and accountancy.
- Our team delivers a consistently high level of service with meticulous attention to detail.
- We offer fixed fees with no hidden costs, ensuring complete transparency.
- Our flexible approach accommodates onsite or remote work to suit client preferences.
- We prioritise building long-term relationships through trust and exceptional service.
Associations and certifications
- AAT
What people say
Professional and dependable
Excellent Sage training
Peace of mind for compliance
Highly recommendable service
Exceptional client support
Services
Bookkeeping
We manage accurate and up-to-date bookkeeping for SMEs, ensuring compliance with tax regulations. Our services include transaction recording, bank reconciliations, and financial reporting. Clients benefit from streamlined processes that save time and reduce errors, allowing them to focus on business growth.
VAT Services
Our VAT expertise ensures businesses meet HMRC requirements through accurate return preparation and submission. We advise on optimal VAT schemes and handle compliance audits. Clients gain confidence in avoiding penalties while maintaining financial transparency and regulatory adherence.
Sage Software Solutions
As Sage Accountant Partners, we implement and configure Sage software tailored to business needs. Services include system setup, data migration, and integration with existing processes. Clients receive efficient digital solutions that enhance financial management accuracy and operational efficiency.
Payroll Services
We handle payroll processing, auto-enrolment, and compliance reporting using Sage software. Services cover payslip generation, tax deductions, and pension scheme administration. Clients benefit from error-free payroll management that adheres to legislative requirements while saving administrative time.
Management Accounting
We produce detailed management accounts for informed decision-making. Services include cash-flow forecasting, budgeting, and performance analysis. Clients receive actionable insights into profitability, cost-saving opportunities, and strategic financial planning to drive business growth.
People
Claire Gadd
Director & Founder
Claire qualified in AAT in 2008 and has 18 years of accountancy experience. She founded Your Tax Limited in 2012 after working as a regional financial accountant. Her expertise includes Sage software implementation and client relationship management.
Chris Hageney
ACCA Qualified Accountant
Chris holds ACCA qualifications and has 20 years of experience in statutory accounts and tax planning. He specialises in assisting SMEs across various industries with compliance and financial strategy, combining technical expertise with clear communication.
Martyn Todd
ACA Qualified Accountant
Martyn qualified as an ACA in 1990 with over 30 years of experience. He focuses on owner-managed businesses and legal sector clients, offering strategic financial advice. His expertise includes business growth planning and complex tax matters.
Susan Mason
Bookkeeping Specialist
Susan has extensive experience in SME bookkeeping, with a BSc in Logistics from Aston University. She specialises in financial reporting and business process optimisation, combining analytical skills with practical financial management solutions.
Carolyn Brown
AAT Qualified Accountant
Carolyn has nearly 20 years of accounting experience across diverse organisations. Her strengths include multi-tasking and detailed financial analysis, providing clients with accurate and efficient bookkeeping and compliance services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, VAT returns, payroll, management accounts, company formations, and Sage software solutions tailored to SME needs.
Are you regulated by any professional accounting bodies?
Yes, we are AAT Licensed Accountants regulated under license number 1000135, ensuring adherence to professional standards.
Can you help with Making Tax Digital compliance?
Yes, we assist businesses with HMRC's Making Tax Digital requirements, including software implementation and submission processes.
Do you offer onsite accounting support?
Yes, we provide both onsite and remote services, adapting to client preferences for bookkeeping, payroll, and software training.
What areas do you cover?
We serve Tamworth, Birmingham, Nuneaton, Lichfield, Sutton Coldfield, and surrounding areas in the West Midlands.
How do you ensure data security for financial records?
We use secure Sage software systems and GDPR-compliant processes for payroll and accounting data protection.
