We promise to show you the tax savings you’re missing out on.
By Azhar at taXcellent
Ever get the feeling that your minimal tax planning knowledge is causing you to overpay taxes unnecessarily? Looking online and talking to your peers, you probably get the feeling that more can be done. It can.
Tax is complex.
It’s a big problem if you feel like you should be spending time trying to understand complex tax regulations when you should be focused on your business, your services, and your clients.
You shouldn’t be researching. It’s a distraction that limits your billable hours! Why hasn’t your accountant got this covered?
If you’re not maximising your tax efficiency, you’re not reaching your full earning potential. You’re leaving money on the table.
At taXcellent, we pride ourselves on a level of Tax Advice that alleviates this pressure, leaving no doubt in your mind, and no stone left unturned.
It's not a problem for us.
Thousands of accountancy firms are busy and/or inexperienced, and yet they still feel obligated to showcase tax advisory services. Even if they only deliver upon a small amount, or nothing at all. All you get is Tax Returns… Yearends… a Compliance level service.
Business owners have found themselves dependent on an industry of accountants that lack trusted advisors who proactively guide them through tax minimization and wealth growth.
The knowledge gap leads to lost profits. Sizeable portions of your hard earned income is going on taxes that you feel could be better invested or saved. It’s no surprise if your tax obligations anger you!
Accountants typically use tax advice to win new clients. Top 100 firms acquire small-medium sized businesses by showcasing their tax expertise, before handing the clients down to a less impactful level of service.
What conversations have you had with your accountant lately, about saving tax?
A taXcellent service for your business.
taXcellent are passionate about levelling the playing field and making basic-to-specialist tax advice available to all! With more than three decades of experience, we, as Chartered Accountants, offer a wide range of Accounting and Tax services to Businesses & Individuals across the United Kingdom. Our commitment lies in delivering a straightforward, amicable, and transparent service to our clients, incorporating the latest technology while preserving the personal connection of having an accountant and an advisor in one.
Get your Tax Savings
We have seen lot’s of accountants sharing surveys and quiz’s to identify tax savings. We’ve completed a few, as well, to see the results. These are typically scams with generic one-size-fits-all results that will always recommend a tax review and that you switch accountants. They aren’t designed to help, they’re designed to generate leads.
At taXcellent, we deliver Tax Reviews with 2 potential results…
Either find out your current accountant is letting you down
Or find out your accountant is doing a good job
If it’s the latter, there’s no expense to you. ‘No win, no fee’ pricing.
Let me reveal all the Tax Savings your current accountant isn’t telling you about, and then help get you those savings!
DISCOVERY
We will understand your business, and goals
We will understand your personal circumstances, and family goals
We will know you better than your past advisors
TAX REVIEW
We will build a bespoke tax review for your circumstances, one size doesn’t fit all.
We will make sure than no stone is left unturned
We will identify a shopping list of 20-70 tax saving opportunities to pick from
SAVINGS
Quick wins you have to power to implement right away
Expertise to calculate and implement more complex planning
Access to Specialist Tax Advisers for any advanced opportunities
No matter what, you’ll get the help and savings you deserve
Don't take it from us...
A recent client of ours found significant savings for the business, whilst improving employee retention. Personally they received financial efficiency and growth.
“The tax diagnostic review provided by taXcellent has opened our eyes to numerous tax-saving opportunities we were previously unaware of. Their strategic insights and actionable recommendations have set us on a path to substantial financial improvement.”
Growing IT Business Owner
The Client
A growing IT business looking to save tax, invest in property, and enhance employee benefits. Read all of these results for this client…
5 Actions for the client
Towards property purchases, implementing tax efficient employee benefits, and adjusting remuneration packages for the owner and their family.
6 Actions of taXcellent
Advising on tax implications, structuring company finances, and coordinating with advisors.
4 Actions requiring Specialist Support.
Insurance, protection, R&D Tax Credit, and Property Tax Advisers were all brought in.
How it Works
Thanks for your interest in our Tax Advice Service which costs £700 if £2000 savings are identified. This segment gives you a birds eye view of the 4 steps we’ll take you through, in order to help you save!
Before the service starts, we’ll take a £200 deposit (fully refundable). At the end of the service, if your savings are £2000 or above, we’ll take the rest of your payment.
STEP 1: Discovery Stage
We’ll gather the key information required about you and your business, to complete Step 2, the Tax Diagnostic Review. We’ll send you a form.
STEP 2: Tax Diagnostic Review
We’ll run a Tax Diagnostic Review on you and your business in a short meeting, and analyse the findings, ready to share the results with you via Step 3, the 1hr ‘Impact Meeting’.
STEP 3: Impact Meeting
We’ll invite you to a 1hr ‘Impact meeting’ where we will take you through the Tax Diagnostic results and share your estimated savings. We will explore priority areas, explaining why it is relevant, the benefits, and the tax savings.
You’ll take away an action plan outlining your tasks, things for taXcellent, and any specialist actions. You’ll get estimated tax savings and quotes for the delivery of any specialist tax advice.
STEP 4: Take Forward the Advice!
We’ll take forward any immediate any tax advice, and work with you to deliver your action plan.
STEP 5: Elite Tax Minimization & Accounting Management
Why settle for a one-off saving? If you move your accounts over to taXcellent on the Tax Savings Accelerator package OR Elite Tax Minimization & Accounting Management package, we’ll give you the Tax Diagnostic FOR FREE, and reduce £200 from your first month’s bill. Find out more?