Business Details
Your Trusted Accountants in Sutton Coldfield
We are an established, friendly firm of Accountants and Tax Advisers based in Sutton Coldfield, West Midlands. Our core values centre on delivering a welcoming, professional service and ongoing support to our valued clients. With decades of combined experience, we specialise in tax, probate, and business start-up support, offering plain-English advice without jargon. Our clients consistently highlight our approachability, technical expertise, and commitment to value for money.We prioritise understanding individual client needs to provide tailored solutions, whether for personal tax planning, corporate tax efficiency, or complex inheritance tax strategies. Our focus on digital innovation through Making Tax Digital ensures compliance with modern HMRC requirements while maintaining traditional values of transparency and client care.
Services
Personal Taxation
Business Taxation
Inheritance Tax
Tax Investigations
Probate Services
Cloud Bookkeeping
Making Tax Digital
Business Start-ups
Corporate Tax Planning
Capital Gains Tax
Highlights and features
- We offer over 40 years of combined experience in tax and probate services.
- Our team provides plain-English explanations without accounting jargon.
- We guarantee fixed-fee quotes within 48 hours for all services.
- We specialise in HMRC investigation support and penalty negotiation.
- Our cloud bookkeeping integrates with HMRC's Making Tax Digital system.
What people say
Fantastic service
Professional and friendly
Excellent technical advice
Caring and efficient
Highly recommend
Services
Personal Taxation
We prepare and submit self-assessment tax returns while identifying legitimate deductions and reliefs. Our expertise covers capital gains tax, buy-to-let property taxation, and overseas tax issues. Clients benefit from proactive tax planning to minimise liabilities while ensuring compliance with HMRC regulations.
Business Taxation
Our corporate tax services focus on minimising liabilities through strategic planning and capital allowances. We handle corporation tax returns, NIC reviews, and R&D tax relief claims. Businesses gain improved cash flow through legally compliant tax-efficient structures and ongoing HMRC representation.
Inheritance Tax
We create tailored estate plans to reduce inheritance tax exposure while addressing care fee protection and trust structures. Our services include will reviews, lifetime gift planning, and business succession strategies. Clients receive comprehensive guidance on Wills, trusts, and asset protection for future generations.
Tax Investigations
We provide specialist support during HMRC investigations, including penalty negotiations and settlement arrangements. Our fee protection service covers professional costs incurred during defence. Businesses receive proactive guidance to prevent compliance issues and manage audit risks effectively.
Probate Services
As authorised probate practitioners, we handle estate administration including asset valuation, tax calculations, and distribution. Our accountancy expertise ensures accurate inheritance tax returns and trust management. Clients benefit from competitive pricing and streamlined processing compared to traditional legal providers.
People
Helen Lillis
Director
Helen Lillis leads our probate and tax advisory services with over 20 years' experience. She specialises in complex inheritance tax planning and has successfully managed high-value estate administrations. Clients consistently praise her compassionate approach during sensitive probate matters.
Questions
What accounting services do you offer for new businesses?
We provide start-up support including business structure advice, cashflow forecasting, and HMRC registration. Our fixed-fee packages cover bookkeeping, payroll, and quarterly tax updates through cloud software integration.
How do you handle inheritance tax planning?
We create custom strategies using trusts, lifetime gifts, and business succession planning. Our services include will reviews, asset protection against care fees, and minimising inheritance tax liabilities through legal exemptions.
Can you assist with HMRC tax investigations?
Yes, we provide full representation during tax enquiries. Our services include document preparation, penalty negotiations, and payment arrangement proposals. We also offer fee protection insurance to cover professional costs during investigations.
Do you offer digital accounting solutions?
We specialise in Making Tax Digital compliance using QuickBooks Online. Our cloud bookkeeping services include automated bank feeds, real-time financial reporting, and HMRC submission support for VAT and income tax.
What probate services are available?
We handle full estate administration including asset valuation, tax returns, and distribution. As authorised probate practitioners, we offer competitive fixed fees and combine accountancy expertise with compassionate client support during estate settlement.
