Tax Services to Other Professionals
Benefit from providing an extra service for your clients, ensuring they get a complete service and are aware of their tax responsibilities, without the burden of bringing staff on board or administering a service
Our Packages
Our packages have been developed and systemised over many years to provide the highest levels of service for other professionals and their clients. At the same time, our fees are competitive and our team are recognised as one of the most reputable and experienced to provide accounts and tax services in Fife. We retain this status by expending considerable time training our team and updating IT and systems on a regular basis.
Complete Service
Once you have chosen a package, we can provide free support in various ways. This includes administrative and marketing support, access to a helpline and access to independent experts.
Individual Client Package
You can offer taxation services to your clients with no minimum numbers required.
For this package you simply need to inform all of your clients of the service and we will supply free marketing materials and mail shots for your use, alternatively you can provide us with a database and we can do the mail shot on your behalf. The clients who choose to take the service will then deal directly with us in relation to their taxation requirements.
We will offer the client a free, no obligation meeting in order to get an understanding of their affairs, collect all of the necessary information, process the return (and accounts if necessary), issue the return for checking by the client, deal with any client queries and submit their return on line. We will process all fees and collect monies due.
For each client who joins you will receive a fee.
Group Client Package
This package offers more flexibility.
The services offered are the same as for the individual client however your income stream is different.
We will provide our services at a “wholesale” price to you. The price per return will reduce in tranches as the number of tax returns required increase.
You can either opt for a referral fee for each client who joins the scheme, choose the mark up to be added to the returns or pass the saving on to your client.
Marketing- Free client mail shot
- Web site marketing and offer for clients to link to their sites
- Applications
- Initial consultation
- Quotations
- Processing returns
- Correspondence with client
- Submitting returns on line
- Issuing invoices
- Collecting payment
- Making payment to you
We provide a helpline for you and your clients and our team are readily available to help you in any way. Our specialist network of independent experts means we can easily put you in touch with skilled professionals.
Let us do the work for you
We are Members of the Institute of Chartered Accountants and have professional indemnity insurance in place which covers all work carried out by us.
Additional insurance can be provided for tax enquiry protection.
Next Step:
Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.
