How we work

A clear process, from first call to filed accounts.

We act for limited companies across London, Morden, Croydon, Sutton and the rest of the UK, online and on a fixed monthly fee. Here is exactly what happens when you work with us, so there are no surprises about who does what or when.

The process

Six stages, start to finish.

1. Free first conversation

We ask about your company, year end, turnover, payroll, VAT position and what is going wrong today. Basic tax questions are answered free on that call.

2. Fixed fee quote

You get a written quote listing exactly what is included, what is not, and the monthly price. No hourly surprises and no charge for ordinary emails.

3. Onboarding and handover

We run anti money laundering identity checks, send an engagement letter, register as your agent with HMRC and Companies House, and collect records from your previous accountant.

4. Cloud records set up

We set up or tidy your bookkeeping in Xero or QuickBooks, connect bank feeds, and agree who codes what each month so the numbers stay current.

5. The monthly rhythm

Bookkeeping reviewed, VAT returns prepared and filed under Making Tax Digital, payroll run and RTI submitted, pension uploads made, questions answered as they come up.

6. Year end and beyond

Statutory accounts, corporation tax return and director Self Assessment prepared, explained in plain English, approved by you, then filed. We follow with the tax planning points worth acting on.

What you can expect

Our side of the deal.

  • A named accountant who knows your company, not a ticket queue.
  • One fixed monthly fee, agreed in writing before work starts.
  • Deadlines tracked for you, with reminders well ahead of the filing date.
  • Free basic tax advice; technical work always quoted and agreed first.
  • Cloud records you own and can take with you at any time.

What we need from you

Your side.

Bank feeds connected, sales and purchase paperwork uploaded as it happens, payroll changes told to us before the pay run, and a reply when we ask a question at year end. That is genuinely it. Everything else sits with us.

See the published fees and packages, read how switching accountants works, or book a free consultation.

Start here

Tell us about your company.

Please don’t send bank details or sensitive records through this form.

Talk to an accountant

Tell us what is getting in the way.

Share your next deadline, accounting problem or growth question. We will reply with a clear next step and quote any technical work before it begins.

Chat with ACCOTAX on WhatsApp
Free, no obligation

Book a call

Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.

020 3441 1258 WhatsApp us

Appointments run Monday to Friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

Four London offices

Meet us in Morden, Croydon, Chelsea or Mitcham

Work with us entirely online, or sit down with your accountant at whichever office suits you. Open Monday to Friday, 9:00am to 5:30pm. Office visits are by appointment only, so please book before coming in.

Morden, Surrey12 London Road, Morden, SM4 5BQHead office, two minutes from Morden Underground station.DirectionsRead ACCOTAX Google reviews
Croydon73 Park Lane, Croydon, CR0 1JGCentral Croydon, minutes from East Croydon station.DirectionsRead Croydon Google reviews
ChelseaM-112, 65-69 Lots Road, SW10 0RNWest London base for Chelsea, Fulham and Kensington clients.DirectionsRead ACCOTAX Google reviews
Mitcham141 Morden Road, CR4 4DGServing Mitcham, Tooting and the CR4 postcodes.DirectionsRead Mitcham Google reviews

Free, no obligation

Book a call

Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.

Appointments run monday to friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

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