Everfair Tax : Surrey (Weybridge) Office

Suite 6, The Monument Building, 45-47 Monument Hill, Weybridge, Surrey, KT13 8RN  
Tel:  01932 320 800
 

Email: info@everfairtax.co.uk

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Take care when choosing your Tax Advisor

April 3, 2018

At Everfair Tax we pride ourselves on having client relationships that last for many years and it is important that your tax advisor is someone that you trust and who understands your needs.

 

Knowing how to choose a well-qualified and competent advisor, whilst ensuring that they have the necessary experience is essential. Be sure to base your decision on a recommendation or references, as well as your impression from the initial conversation, with cost being a secondary consideration. Bear in mind that incorrect or out- of-date tax advice can be very costly later down the line and the cheapest advisor will not always provide the best service.

 

Client service has always comes first and is of the foremost importance at Everfair Tax. We pride ourselves on providing all clients with a personalised service built on fully understanding their issues, plans and aspirations, before assisting them to achieve these in the most tax effective manner possible and with total peace of mind.

 

In the UK anyone can call themselves a Tax Advisor and the tax advice industry is not regulated, so always check the professional qualifications and their membership of a recognised professional body, along with the duration and breadth of their experience. Qualified advisors will have passed a number of professional exams, are required to keep their skills and knowledge current and provide annual statements to their professional organisation to prove this. In addition, members of professional bodies are also required to hold suitable professional indemnity insurance although most practices will ensure they hold appropriate policies.

 

The main professional body for Tax Advisors is the Chartered Institute of Taxation (CIOT) (www.tax.org.uk) and US advisors can hold the Enrolled Agent (EA) or Certified Public Accountant (CPA) qualification.

 

Having selected a company, look at the services they offer. If you are looking for international tax advice, you need a rm with experience in this area and a good place to start is by checking their website. Arrange a face-to-face initial meeting with the advisor and this should be provided free of charge. Ask plenty of questions, get to know them and get a good feel for whether they understand your requirements.

 

To follow up on your meeting, reputable advisors will then provide you with a tailored scope for the work you require, the basis on which they charge their fees and a quote for the work. And ideally, you should compare quotes from two or three different advisors before making your choice.

 

By taking the time to know our clients, we ensure that we are able to offer the right advice at the right time and we always provide a quality, trustworthy and proactive service. If you would like any further advice, please email info@everfairtax.co.uk , visit our website www.everfairtax. co.uk or feel free to give us a call on 01932 428536

 

 

 

 

 

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