diagnostic tax review

…to get more for you!

 

Until recently, there has been no universal system for, reviewing your overall affairs and motives, and applying tax legislation to your situation, to see where you may benefit from advice retrospectively, presently and in the future.

That’s why we’ve invested in market leading technology to enable us to deliver a tax diagnostic review service that is not widely available to business owners.

32 ways to get more value

In our ‘Extracting Value’ tax diagnostic review we will identify all the: tax advice needs, tax saving opportunities, allowances, incentives and reliefs, applicable to your business.

The review covers up to 32 tax efficient ways to take the maximum value out of your business. These are things that relate to you, your family, your life, your business.

Let’s make sure you’re doing them as tax efficiently as possible!

Whats included?

As part of the tax diagnostic review we will:

    • Complete a full analysis of the 32 ways to identify all the tax advice needs, tax saving opportunities, allowances, incentives and reliefs, applicable to your business.
    • Produce a detailed report outlining all the tax advice needs, tax saving opportunities, allowances, incentives and reliefs, applicable specifically to your business.
    • Produce an action plan outlining the priority areas for you and your business to focus on, including estimated tax savings and quotes for the delivery of recommended tax advice.

What to expect

If you’re already liking what you see, here’s a bit more on what to expect when deliver the review service:

STEP 1: Tax Diagnostic Analysis
We will complete the diagnostic review analysis & schedule a date to discuss our initial findings with you.

STEP 2: Initial Results Discussion
On a 30-minute call we’ll briefly discuss the findings of the report, clarifying any required details, so we can produce the final report and recommendations for action.

STEP 3: Final report & Recommendations
We will produce the final report and recommendations for action, including estimated tax savings and quotes for the delivery of any tax advice.

STEP 4: Action Meeting
In a 60-minute meeting we’ll provide a detailed report, action summary and present our recommendations to take forward the tax advice identified for you and your business.

Tax Advice

At the end of your tax diagnostic review, tax advice will be identified to improve your tax position, to make a future saving, or to get cash back into your business.

Where tax advice is identified, we will provide calculated tax savings, a proposal of work and a quote for the delivery.

All tax advice will be quoted for separate from the tax diagnostic review fee.

Fees

The ‘Extracting Value’ tax diagnostic review is suitable for small stable businesses that are keen to explore the different ways to tax efficiently put things through the business, or take value out of the business to benefit yourself as a business owner.

Fee for the Extracting Value Tax Diagnostic is £725.00 + VAT.

However if we can’t find you tax saving opportunities of £1,500 we will not charge for this service.

 

Book a tax diagnostic review & get more for you! 

The likelihood is you’re not currently maximising all the tax saving opportunities available to you – and you could be missing out. Book your tax diagnostic review, get full control and peace of mind you’re getting the most value you can.

To kick start the process book a 15 minute discovery call. Appointments will be available from 6th September 2021 and can be booked from 4th September.

Book a call with Carrie
Book a call with Jim

Ready to work with us?

If you like the sound of what we do and want to work with us, let’s talk. 

If you’re worried about switching from your existing accountant, don’t.

It’s easier that you think – 27% businesses work with an accountant that they want to switch from.  The process is all dealt with by us and we make it as painless as possible.

 

what our clients say

"easy to understand"

"As a business owner Carrie has made my life so easy. I often find when you work with accountants or technical people, they talk at you, in their own language and seem shocked when you don’t understand! Carrie explains things in plain English making it easy to understand what needs to be done and why. I can not recommend her highly enough."

Kate Walker - Diabetes Safety Organisation Limited

"an expert in her field"

"We have been using Spotlight Accounting Limited and the services they provide since starting my business. We use Carrie in a number of ways. She is an expert in her field and makes my life so much easier and less scary when it comes to everything she does for my business.

I treat Carrie as a consultant to my business rather than just an accountant. Her knowledge of the latest Technology and Apps available to help me reduce my time is fantastic. Using Spotlight Accounting Limited enables me to be with my customers more and make my business more successful, more productive and ultimately more profitable."

Richard Carless – Shifnal Plant Limited

"above and beyond"

"Carrie & Team go above and beyond, it was something I needed sorting and they took away the stress and delivered a great service they were recommended and I’m so happy I used them. I can’t wait to grow my business with an accounts team that go that extra mile that make the service feel really personable…. "

Simon Hoar

"highly recommended"

"Carrie always does an amazing job. We completely trust her and would highly recommend her."

Ellie Garbett - Director

"cutting edge"

"Carrie's help has been really valuable in helping me to navigate the tax and accountancy issues of a sole trader business. She's right at the cutting edge of helping her clients deal with 'making tax digital' and her service is always friendly, helpful and responsive. "

Hugh Jackson - Architect

"second to none"

"Carrie was invaluable in the process of starting up my business. I will always recommend Carrie to anybody needing assistance with their accounts, and her knowledge and expertise in making a business thrive really are second to none."

Ellie Parkes - Owner

"efficient and responsive"

"I have been a client of Carrie’s for several years now and have received excellent service. Advice on both personal and business taxation matters is always pro-active so there is time to implement it. Carrie and her team are also readily available to answer any queries regarding accounting software or dealing with HMRC.Highly recommended as an efficient and responsive accountant."

Steve Burman - Director