Project Description

Jack, who lives in Manchester, operates his business through a Limited Company. He had been with an accountant for three years but experienced various problems. He was concerned that changing accountants would be a complex issue. After talking to friends he was recommended to contact Pickard & Co.

At the free introductory meeting at our office in Sale, Manchester, we explained how simple it was to change accountants. There would be no cost to Jack and simply involves Pickard & Co contacting the previous accountants for standard information. Indeed the whole process took less than four weeks. To Jack’s relief it was simple, quick and cost free!

On our appointment we were quickly able to review the main items of concern to Jack; IR35, PAYE/NI, dividends and travel expenses. Additionally, there were family tax issues with spouse’s earnings and transferring income from a higher rate tax payer to a lower rate tax payer. Jack also had additional income from a rental source, previously undeclared, and we recommended a voluntary disclosure was made to HMRC. Jack was pleased to know that Pickard & Co were readily available to help with any queries, a period that we call “hand holding”.