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I am a qualified Chartered Tax Adviser with over 25 years personal tax experience, specialising in Self-Assessment Tax Returns and Capital Gains Tax calculations and reporting for UK resident individuals. My focus is to 'get it right' rather than pushing the boundaries of tax legislation, and I strive to explain complicated tax rules in simple terms, always trying to avoid jargon. My fees are competitive and clearly explained to prospective clients before any work commences. I offer discounts for payment in advance and couples who use my services, and a one-off discount for existing clients that recommend me to people who subsequently become clients. As a small business I don't need to charge VAT. This saves my clients money when compared to larger businesses who would need to charge an additional 20% at current VAT rates. The service that I provide is either by post, email, a client portal, or in person if you live locally. I also have the facility for documents such as engagement letters or Tax Returns to be signed electronically to save on paper, postage and time. I have clients from Cornwall to Scotland, and the tax software that I use can deal with both UK and Scottish tax rules. Note that I don't offer services relating to VAT, Inheritance Tax, Company, Partnership, SDLT or Trust Tax Returns. I also don't provide payroll services or advise on IR35, Tax Credits or Universal Credit matters. I am fully compliant with Anti-Money Laundering (AML) and GDPR legislation, and the Professional Conduct in Relation to Taxation (PCRT) guidance. I am required to keep up to date with my area of tax each year by meeting the Chartered Institute of Taxation's Continuing Professional Development (CPD) regulations. I also have Professional Indemnity Insurance cover in place.
11 Salthouse Close, BL8 1HD, Bury, Verenigd Koninkrijk
4,3
7 reviews
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Phil has been completing the tax self assessment forms for both myself and my wife for more than 10 years. The service provided has always been excellent. Always prompt in making the submissions and replying to any queries. This includes the necessary submissions for property rental. Phil is always willing to explain things clearly and thoroughly. Have no problem recommending him for tax consultancy services.
Phil has completed tax returns for me since about 2003and both my wife and I have used Phil's services since he set up his consultancy in 2012. He has also advised me about Capital Gains Tax and property rental issues. He always reminds us when we need to pay our tax. He is helpful throughout the year if I need to ask any questions. he is quick, professional and very diligent.
My wife and I have been using PS Tax Consultancy for many years. We find Phil very easy to work with, very professional and attentive to detail. He gives reminders throughout the year for important tax dates which is great when one has busy lives. His services are great value for money and i would thoroughly recommend his services
Phil Shepherd of PS Tax Consultancy has been my Tax Advisor since 2013. He completes my tax affairs and returns every year. I find him to be diligent and competent with the ability to hit the required timescales on time every time.
Great service. Phil is professional and diligent and actually paid for himself in tax savings he uncovered for me! Highly recommended
Very experienced and totally reliable. Tax returns and capital gains submissions are completed accurately and quickly. I’ve used his services for many years and recommend him highly.
Would very highly recommend
Accurate, timely and easily able to deal with complex tax situations
Amazing service
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