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Ask An Accountant

We realise that some people need ad hoc advice from an Accountant / Tax Professional without the commitment of a regular accounting service.

With this in mind we offer Ask An Accountant to provide a fixed fee service for work of this nature.

 

Features of Ask An Accountant:

  • Fixed Price Consultation £200 + vat
  • Initial scoping by email or phone (up to 30 minutes) as appropriate / by choice – normally email unless there are complexities
  • Letter of advice with (a) Identification of issues arising and (b) recommendations for action or further advice
  • Designed for individuals and businesses who are not current clients of Whitefield / YogaTax – if you are a current client of Whitefield / YogaTax please speak to your normal client contact.

 

Ask An Accountant may be suitable for:

  • One off tax related queries
  • Tax planning and compliance enquiries
  • Advice on accounting standards and treatments
  • Business issues / advisory, for example business sale or valuation

 

Terms and Limitations of service – there are a few things we need you to know

  • Sometimes a particular query may be too large or complex for this service.  If so we will try to provide alternative options
  • Some queries may be outside the scope of our expertise, especially if they are of a specialist nature or require legal input.  If this is the case we will, of course, let you know
  • Our letter of advice will always be substantive.  However the nature of some queries may mean that it is not be possible to give a full answer in our letter of advice.  For example, there may be contingent issues; further research may be needed; specialist advice may be needed.  In such circumstances we will explore the issues, identify uncertainties, and suggest the next steps.
  • Fair use applies and work is in accordance with our Terms of Business, notably sections 8 and 17

We cover most Accountancy and Tax matters, however we generally do not accept engagements involving:

  • Statutory Audit under Companies or Charities legislation
  • Accounting for Groups of Companies
  • Tax Advisory around Trusts and Complex Estate Planning
  • Stamp Duty and related issues including ATED
  • Share Incentive schemes and similar, eg EIS, SEIS, Employee Share Schemes

 

Practicalities

Please get in touch to discuss further, using the form below – if we have already been discussing an issue with you and have referred you here re pricing / service scope then there is no need to resubmit details.

If we can assist then, we will need to:

  • Verify your identity to comply with Anti Money Laundering Requirements
  • Agree engagement terms
  • Take payment from you

Once these formalities are complete, we aim to issue the letter of advice within two weeks.