Should you become a client of Optimise Accountants?

This is a great question and one that we can answer with detailed conversations with you. We ask that our clients are as proactive as possible, just as you want us to be. This means that we ask our clients to book proactive tax consultations with us whenever they are making any decision that could affect their tax position.

There is a minimum period of 12 months. There is then a one-month cancellation notice required on both sides.

We think it is a good courtesy to inform your accountant that you are leaving. You let us know who they are and then we will request all the information we need from them to take you on as a client going forwards. We will try and make this process is seamless and hassle-free.

You can schedule one tax call per day. We recommend that clients book calls with us to discuss their questions. Our tax advisors will schedule additional calls at the end of the meeting to ensure that all your tax questions can be answered.  You can book proactive tax consultations with our qualified tax advisors at your convenience using our online calendar booking system.

It is very rare that we receive a complaint. However, we know that our approach may not meet the needs of everyone. That is why we have an open and transparent way for you to make complaints. All you need to do is call 0115 939 4606 and ask to speak with a manager. We will listen very carefully to your concerns and either try and resolve the issue with you or agree to let you terminate the contract. At the end of the day, we believe that you as a client should be happy, just like the way we want our qualified accountants.

There are many forms of tax that you need to be aware of when it comes to buy to let property or property that you develop and sell. a) Stamp Duty Land Tax also called SDLT b) Value Added Tax also called VAT c) Income tax and corporation tax d) Capital Gains Tax also called CGT and finally e) Inheritance Tax also called IHT.

SDLT is consistently being overpaid because property investors and property developers take for granted that the conveyance solicitor knows what they are doing. This needs to be avoided by booking calls with Optimise Accountants so that we can use our SDLT tax calculator to see how much tax you should be paying when buying a residential property or commercial property.

VAT: Did you know that 20% tax is added to the material you buy and to some of the tradespeople that you use? More importantly, did you know that the VAT rates for buy to let properties and VAT on property developments may be reduced? They can. Clients book calls with us to discuss VAT and see how it may be reduced from 20% to either 5% or 0%.

CGT: People overpay CGT. This is because they do not know the many tax reliefs that are available to reduce the tax when an asset like residential property or commercial property is sold. Our clients book calls with our qualified property accountants and property tax advisors to see how CGT may be reduced before the asset is sold.