P S May

Welcome to Tolvern, a reputable firm of Chartered Tax Advisers and Accountants located in the heart of Truro, Cornwall. Established with a vision to support businesses and individuals in navigating the complexities of the financial landscape, we are dedicated to providing expert advice and quality services that cater to your unique needs. Our team of qualified professionals is committed to ensuring that our clients are not only compliant with all relevant regulations but are also operating at their optimal tax efficiency.

Comprehensive Services for Businesses and Individuals

At Tolvern, we offer a comprehensive range of accountancy services that include:

• Accounts Preparation: We ensure that your financial statements are accurately prepared and submitted in a timely manner, allowing you to focus on running your business while staying informed about your financial position.
• Personal Tax Compliance: Our experts take the weight off your shoulders by handling the completion of your tax return, ensuring that you meet your obligations accurately while maximising your tax efficiency.
• Corporation Tax Compliance: Alongside the preparation of your annual accounts, we work diligently to prepare and submit your corporation tax return, ensuring compliance with the ever-evolving legislative landscape.
• Tax Planning and Review: Our team undertakes a thorough review of your business and its structure to identify tax inefficiencies and develop tailored strategies that not only minimise your tax liability but also align with your long-term objectives.
• HM Revenue & Customs Investigations: Our tax team is proactive in ensuring compliance with HMRC legislation, maintaining open lines of communication with the relevant authorities to avoid investigations. Should an investigation occur, our experts are equipped with the knowledge and experience necessary to navigate the process efficiently.
• VAT Services: Whether you require assistance with retail or flat rate schemes or the completion of your quarterly VAT returns, we are here to support you with expert advice and seamless processing.

Specialised Services for Business Startups and Growing Enterprises

Recognising the unique challenges faced by businesses in their early stages, we offer specialised services tailored for business startups and growing enterprises:

• Business Startups: Our team provides comprehensive support for entrepreneurs and new business owners, from advising on the most suitable business structure to ongoing accounting and tax services, ensuring a solid foundation for success.
• Payroll and CIS Services: Our payroll specialists manage all aspects of payroll and the Construction Industry Scheme (CIS), providing you with peace of mind, ensuring compliance, and enabling you to concentrate on growing your business.
• Bookkeeping: Our professional bookkeeping services help businesses maintain accurate financial records while reducing the administrative burden associated with day-to-day financial management.

Meet Our Dedicated Team

Our dedicated team of professionals includes:

• David Reid (CPA, MAAT, ATT, Director): With extensive experience in tax and business consultancy, David leads the team with a keen focus on providing exceptional service and guidance that drives value for our clients.
• Pete Masters (CPA, MAAT, CTA, Director): A Chartered Tax Adviser with a strong background in mathematics and education, Pete provides expert advice on complex tax matters, ensuring clients maintain tax efficiency and compliance.
• Dan (Accounts Manager): Dan's expertise in accounting and his commitment to continuous professional development make him an invaluable asset to our clients, particularly those in the early stages of business development.
• Molly (MAAT Accountant): With a recent completion of her AAT qualification and a dedication to providing accurate and efficient accounting services, Molly supports clients in navigating their financial landscape.
• Suzanne (MAAT Accountant): Having recently joined Tolvern as a trainee accountant, Suzanne has completed her AAT qualification and is pursuing her ATT studies to further enhance her expertise.
• Sharon (Administrator): Our dedicated administrator, Sharon, supports the team with her extensive background in various secretarial roles and business ownership, ensuring seamless operations and communication.
• Kerry (ACIPP Payroll Manager): With over 2 years of experience managing payroll and CIS, Kerry excels in ensuring compliance and accurate processing in all aspects of payroll and pension management.