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Taxation & Compliance

How we work

Taxation & Compliance: how we work.

A predictable process, so you always know what happens next.

  1. Compliance mapping. We list every registration and filing that applies to you and when it is due.
  2. Data collection. A simple checklist of documents and a shared folder or software access.
  3. Preparation. Returns and workings prepared and reconciled against books.
  4. Review and approval. You review the numbers before anything is filed.
  5. Filing and proof. Returns are filed and acknowledgements shared.
  6. Follow-up. Notices, refunds and queries are tracked until closed.
Engagement models. One-time projects, monthly retainers or hourly support. We agree scope and fees in writing before starting.
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