Monday, February 25th, 2019
Here at Copia Wealth & Tax Limited, our aim is to provide the best possible advice to our business and personal tax clients. To do that we offer a full range of professional services and operate as business advisors as and when required, helping you to overcome business problems and get your business back on track.
We can work alongside you to develop your business skills and expertise and provide access to a vault of effective strategies and tools to improve your business. We make a real effort to get to know clients and their businesses in order to deliver the most appropriate guidance in all cases.
With that in mind, here are some of the specialist services that we provide:
We work alongside clients so they can focus on running and growing their business. Whether it’s day to day accountancy, payroll or bookkeeping, our dedicated team is here to help.
We always thoroughly recommend cloud accounting (where client data is stored “in the cloud”) to our business clients as this gives them internet access to their underlying business data at any time and from anywhere in the world.
As well as statutory corporate audits, we also conduct independent examinations for charities, solicitors and not for profit organisations together with assurance reports for smaller client companies where, even though an audit may not be required by law, business owners see the value of an annual review.
Many tax liabilities can be reduced or sometimes even eliminated. If you would like to explore some of the planning opportunities for income tax, corporation tax, capital gains tax, inheritance tax, and VAT, please contact us.
As regards Making Tax Digitial (“MTD”) for VAT, be aware that as from April 2019, all VAT registered businesses with turnover above the VAT threshold will be required to maintain digital records and will need to send their VAT return to HMRC using third-party commercial software.
Again, let us know if we can help your business with that.
We work with owners to help identify key goals and clear time-bound actions against which future progress can be measured and monitored, with the aim of determining any key actions that may be required to stay on track in order to achieve those objectives. Other services include our “Boardroom Partner” service (where we act as your sounding board and challenge your strategies at key points) and our 8-step Complete Performance Measurement and Improvement System that will produce all the numbers that matter to your business together with an improvement action plan.
We seek to offer relevant and timely advice throughout each business phase, be that startup, high growth, maturity or eventual exit/sale.
In terms of planning ahead, business owners need a clear picture of what their retirement pot is likely to be, so it is often helpful to look at personal assets and liabilities and then factor in future aspirations to minimise any future potential tax liabilities (e.g. capital gains or inheritance tax). They also need access to the very best advice on pension and investment planning too.
Here at Copia Wealth & Tax, we also provide regular business valuations for those who may want to prepare their business for sale in order to maximise value and potentially minimise tax bills.
If you want help minimising tax bills, determining ways to increase business profits and/or want to start planning effectively for your retirement, call Copia Wealth & Tax Limited today on 01902 783172 or alternatively just click HERE to discover that we really are so much more than just Wolverhampton accountants!