Business Details
34 Years
experience
Professional Accountancy Services in Bolton
J F Balshaw is a family-run accountancy firm based in Bolton, Lancashire, offering tailored financial services to small businesses and individual taxpayers. With over 60 years of combined experience, our team of Chartered Accountants provides expert guidance on self-employment accounts, limited company compliance, individual tax affairs, and trust and estate management. We specialise in simplifying complex tax processes, including Making Tax Digital (MTD) requirements, while maintaining a personal approach to client relationships.Our services extend to payroll administration, corporation tax computations, and business advisory support, ensuring clients receive comprehensive financial solutions. Established in 1992, we prioritise transparency, competitive pricing, and year-round accessibility to address our clients' evolving needs.
Services
Self-Employment Accounts
Limited Company Accounting
Individual Tax Returns
Trust and Estate Accounts
Payroll Services
VAT Returns (MTD)
Business Advisory
Tax Consultancy
Company Incorporation
Corporation Tax
Details
- Year established: 1992
Highlights and features
- We offer over 60 years of combined experience in accountancy and tax advisory.
- Our family-run approach ensures personalised service and direct client communication.
- We handle HMRC interactions and complex tax processes on your behalf.
- Competitive pricing structure based on work complexity, not business size.
- Free initial consultation to clarify costs and service requirements.
Associations and certifications
- Chartered Accountants
Services
Self-Employment Accounts
We prepare annual accounts and tax returns for sole traders and partnerships, ensuring compliance with HMRC requirements while minimising administrative burdens. Our team handles registration, record-keeping guidance, and direct HMRC communication. Clients benefit from simplified processes and dedicated support tailored to self-employed individuals.
Limited Company Accounting
Our services include company incorporation, iXRBL format accounts submission to Companies House, corporation tax computations, and director payroll management. We provide cash flow forecasts and profit projections to support business growth. Clients receive expert guidance on legal structures and tax-efficient remuneration strategies.
Individual Tax Returns
We assist with self-assessment tax returns for property income, investments, and capital gains, including the 30-day reporting requirement for property disposals. Our team ensures accurate submissions and advises on tax-efficient strategies. Clients receive year-round support for tax-related queries.
Payroll Services
We manage payroll processing for weekly and monthly paid employees, including payslip generation, RTI reporting, P60/P11D forms, and starter/leaver notifications. Our services ensure compliance with HMRC regulations while reducing administrative workloads. Clients benefit from accurate, timely payroll management.
VAT Returns (MTD)
We support VAT-registered businesses with Making Tax Digital compliance through software advice, spreadsheet creation, and bookkeeping services. Our team ensures accurate submissions and helps businesses adapt to digital requirements. Clients receive tailored solutions to simplify MTD obligations.
People
John Balshaw
Founder
John qualified as a Chartered Accountant in 1967 after articling in North West practice. With 25 years in industry as a Chief Accountant, he established J F Balshaw in 1992 to specialise in small business and individual tax advice.
Kate Trained
Partner
Kate qualified with a Big Four firm in 2003 before working in group accounting roles for a global manufacturer. She joined the family practice in 2009, bringing expertise in corporate financial management and tax strategy.
Questions
What accountancy services do you offer for small businesses?
We provide self-employment accounts, limited company compliance, payroll services, corporation tax computations, and business advisory support tailored to small enterprises.
How do you assist with Making Tax Digital (MTD) compliance?
We advise on MTD-compatible software, create compliant spreadsheets, and offer bookkeeping services to ensure VAT-registered businesses meet HMRC requirements.
Do you handle tax affairs for individuals?
Yes, we prepare self-assessment tax returns for property income, investments, and capital gains, including the 30-day reporting requirement for property disposals.
What pricing structure do you use?
Our fees are based on the complexity of work required rather than business size, ensuring fair pricing with no additional charges for ad hoc queries.
Can you help with trust and estate accounting?
We prepare trust and estate accounts, tax returns, and report administration period income to HMRC for executors and trustees.
