Schedule a Tax Review Session

Your session will be an in-depth 1 hour call with one of our in-house accountants. You will receive a fully bespoke report and action plan that identifies all areas that you can potentially save tax within your business.  Best of all, if we can't find you over £1500 of tax savings within the next 3 years we will refund you - no questions asked. 

Book my Tax Review Session
Schedule a Tax Review Session

How it Works

After signing up and making payment by card you will be sent a short pre-work questionnaire.

Once we have looked over your numbers using your current accounting/bookkeeping software, we will arrange a one-hour Zoom call to run through some personalised questions and opportunities with you.

Shortly after we will work out what areas of tax you may be able to save and produce a PDF report with our findings and your magic number! We will also send you a video explaining our findings.

We'll take a look at the following areas of your business

Strategic Planning

Understanding your long-term aims and aspirations, your personal circumstances and linking that back to your business.

VAT Optimisation

Making sure that your VAT scheme is right for your business terms and maximising cashflow.

Tax Credits

Specifically, understanding whether your business is eligible for Research & Development Tax Credits. 


How and when you can utilise business expenses for the purpose of legitimately reducing your tax bill. 

Your Accountant

A good accountant should deliver more in tax savings than their fees to you. Is yours performing for you?

Extraction of Value

Optimising salary levels and reviewing pension contributions, loans, dividends and investments. 

Business Assets

Identify any existing or future business assets and capital allowances available to you.

Employee Benefits

Reviewing existing and eligible employee benefits.

Business Structure

Understanding your business structure and the benefits and limitations, as well as share options.

Are you ready to save tax?

Book a Discovery Call

Book a Discovery Call

If you're not quite ready to commit to a Tax Review Session but think you could benefit from having a chat with us book a discovery call with one of the team. They'll be able to advise you of your options and make some suggestions of steps to take your business to the next level!

Book a Discovery Call