For Individuals

Tax and accounting services for individuals in Ledbury

When our previous accountant retired, Helen and Luke Keegan stepped in and admirably picked up our family’s bouquet of assorted accounts and provided a level of assistance and efficiency that helped us get on top of things. Always obliging, if you can’t make it up the stairs to their offices, they’ll come to you. Or, in this post pandemic age, offer a completely online service. A slick, local operation.

Adam

We work with individuals who need to complete Self Assessment tax returns to declare their income from investments, shares, pensions, trusts, property or other sources. Our support means you can be confident every detail has been submitted correctly and you are paying the correct amount of tax.

Our tax and accounting services for individuals

We build a bespoke package of services for every client so you only pay for the services you use.


Personal Tax

We complete and submit your personal tax returns and capital gains tax returns on residential properties, so you can ensure you pay the right amount of tax.

Preparation of  Accounts

Whether you have a property portfolio, are a sole trader, run a limited company or are a charity, we prepare your annual accounts and submit them to HMRC and/or Companies House on your behalf.

Support on managing your finances

We will answer your questions on your numbers and help you understand what they are showing you. We can also offer informed input on any investment decisions you plan to make.

Next steps

If you’d like to find out more about working with us, the first step is a free, no obligation meeting with you to discuss your needs. We will then provide a personalised quotation.

Get in touch to discuss your requirements