Business Details
21 Years
experience
Award-Winning Chartered Accountants in Lichfield
We are an award-winning firm of chartered accountants based in Lichfield, dedicated to providing tailored financial solutions that meet the unique needs of each client. Established in 2005 by Leon Stephens, our practice combines extensive industry experience with a commitment to integrity and ethical advice. As a member firm of the Institute of Chartered Accountants in England & Wales (ICAEW), we uphold the highest professional standards while delivering dynamic business advice. Our team of qualified professionals brings diverse expertise, from tax compliance to strategic business growth, ensuring clients receive comprehensive support. We prioritise client relationships, offering fixed-fee quotes, regular senior staff consultations, and access to a network of trusted contacts.Our services cater to businesses of all sizes across various sectors, both locally and nationally. With a focus on reliability and transparency, we aim to restore trust in the accountancy profession through personalised service that extends beyond traditional accounting. Our staff's dedication is reflected in testimonials highlighting their approachability, expertise, and commitment to client success. From startups to established enterprises, we provide cloud accounting solutions, tax consultancy, and financial guidance designed to add value. Our long-standing client relationships, some spanning over five years, demonstrate our ability to build lasting partnerships based on mutual trust and understanding.
Services
Cloud Accounting
Startups
Tax Compliance
Personal Tax
Details
- Year established: 2005
Highlights and features
- We offer over 20 years of combined experience from ICAEW-accredited professionals
- Our tailored packages address each client's specific business requirements
- We maintain membership with the Institute of Chartered Accountants in England & Wales
- Our team provides regular meetings with senior staff and fixed fee quotations
- We serve businesses across Staffordshire and nationally with proven expertise
Associations and certifications
- Institute of Chartered Accountants in England & Wales (ICAEW)
What people say
Very helpful
Restored our faith
Best interests at heart
Business really mattered
No hesitation in recommending
Services
Cloud Accounting
We implement modern cloud accounting systems that provide real-time financial insights and improve business efficiency. Our solutions enable secure remote access to financial data, automated reporting, and seamless integration with other business tools. This service helps businesses reduce administrative burdens while maintaining accurate, up-to-date financial records accessible from anywhere.
Tax Compliance
Our comprehensive tax compliance service covers corporation tax, VAT, and personal tax requirements for businesses and individuals. We ensure accurate submissions while identifying legitimate tax-saving opportunities. Clients benefit from proactive tax planning and representation during HMRC interactions, maintaining compliance while optimising their tax position through expert guidance.
Business Advisory
We provide strategic business advice covering financial planning, cashflow management, and growth strategies tailored to each client's specific circumstances. Our advisory service helps businesses navigate challenges, improve profitability, and achieve long-term objectives through data-driven recommendations and regular senior-level consultations.
Startup Support
Our startup service supports new businesses with company formation, financial planning, and initial tax registrations. We guide entrepreneurs through regulatory requirements while establishing appropriate accounting systems. This service helps new ventures build a solid financial foundation and develop sustainable business practices from their earliest stages.
Personal Tax
We manage personal tax affairs including self-assessment returns, inheritance tax planning, and tax-efficient investment strategies. Our approach simplifies complex tax matters while ensuring compliance with current regulations. Clients receive clear explanations and practical advice to help them understand and optimise their personal tax situations.
People
Leon Stephens
Director
Founder and Managing Director with ICAEW fellowship, 20 years' experience including KPMG and industry roles. Specialises in commercial advice and client support, combining technical expertise with practical business understanding.
Julie Stephens
Accountant
Chartered Accountant with ACA qualification, 20 years' audit and industry experience. Focuses on delivering accurate financial reporting and tailored accounting solutions, bringing both technical expertise and client-focused service delivery.
Ann Pearsall
Office Manager
Office Manager ensuring smooth operational procedures, with administrative experience across public and private sectors. Combines organisational expertise with client service focus to maintain efficient practice operations.
Emily Upton
Accounts Assistant
AAT-qualified accounts assistant handling bookkeeping and VAT returns, currently progressing towards chartered status. Provides technical support while developing expertise in comprehensive accounting services.
John Stylianou
Tax Supervisor
Experienced tax specialist with 30+ years in top accountancy firms. Simplifies complex tax matters through clear communication, delivering straightforward solutions for self-assessment and business tax requirements.
Questions
What accounting services do you specialise in?
We specialise in cloud accounting, tax compliance, business advisory services, startup support, and personal tax consultancy for businesses and individuals.
Why choose Brookes Stephens over other accountants?
Our ICAEW-accredited team offers tailored packages, fixed fee quotations, and senior-level engagement combined with over 20 years of combined industry experience.
Which areas do you serve?
While based in Staffordshire, we support clients across the UK including Lichfield, Birmingham, and national businesses through remote and in-person services.
Do you offer initial consultations?
Yes, we provide free initial consultations to discuss your specific accounting needs and demonstrate how our tailored solutions can benefit your business.