Should you become a client of Optimise Accountants?

The aim of this page is to inform you of our services. You can then make an informed decision to determine if Optimise Accountants are the right firm to work with.

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What are the key benefits of becoming an Optimise client?

Most accounts will do a fair job of your UK self-assessment tax return and submit it to HMRC on time.

Proactive tax consultations

One of the key benefits of working with Optimise Accountants is the ability for you to book proactive tax calls with one of our qualified our tax advisors within two working days. You can choose a time that is convenient for you. You have the ability to upload your tax questions ahead of time. Our tax advisors discuss each and every call that is booked in. The tax advisors agree on the best tax-efficient solution, which is discussed with you on the call. Each call is recorded so that you can watch/listen back to the call you had with the qualified tax advisor. Each call is followed up with an email to give you the practicalities of deploying the tax-efficient solution.

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Guide to tax efficient property investing.

Download our guide to building a tax efficient property investment business.

Download Property Tax Guide

What you get as a client of Optimise Accountants03

Tax Returns: Personal Self Assessment & Limited Company Accounts

Process: 1) You send us your data 2) We put together a draft set of accounts and tax returns with adjustments to make you more tax efficient 3) We provide a video for you to watch where we describe the accounts & tax return 4) You receive an email and SMS to notify you of the drafts accounts being sent to you 5) You can book in meetings to discuss your draft accounts with a qualified accountant 6) Your accounts are finalised and submitted to HMRC on time

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Pro active tax consultations

Process: 1) You book a pro active tax call that is convenient for you using our 24/7 online calendar system 2) You upload your questions with any associated documents 3) Our qualified tax advisors meet every morning to discuss each tax call and collectively identify the very best tax efficient solution. 4) You receive email/SMS reminders of your meetings 5) You and the qualified tax advisors discuss the tax efficient solutions and agree how they are to be implemented. 6) Calls are recorded and sent to you with an email explanation of how to implement the tax efficient solution. 7) You can book follow up calls to answer any remaining questions

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Tax education

Louise & Simon Misiewicz run a number of live events to help you understand more about being more tax efficient. Do not worry as we are not here to train you as accountants. We hold live events to take questions from the floor and provide simple but effective answers that may be implemented with ease. There is a great saying "you do not know what you do not know". These are group live sessions. This means you can listen to others and see how our answers may help you in your future plans.

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Prefer a one off tax consultation?

You may not want a new accountant? You may be looking for a one-off tax consultation to answer your tax questions. That is good to know and you can book a tax consultation right now.

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Why become a client of Optimise Accountants

You may be looking for a new accountant because:

Problem: You cannot get hold of your accountant
What we do: Allow you to book calls with us at your convenience using our 24/7 online calendar system

Problem: Your accountant does not get back to on emails
What we do: We have a two day Service Level Agreement (SLA) to get back to clients. Not only that but we recommend to clients to book calls with us to discuss their emails

Problem: My accountant is not well versed in tax or proactive
What we do: All of our tax advisors and accountants are qualified. Not only that but we hold 1-3 internal training sessions each and every month to keep ahead of the tax game.

Problem: I am palmed off with a trainee or part qualified accountant that does not understand what I am asking.
What we do: We do not hire part qualified accountants. Each interaction that you have will be with a qualified accountant.

Being Tax Efficient 06

It is one thing to earn lots of money, it is another to keep it away from HMRC

How much do you need to invest to become a client of Optimise Accountants each month?07

Our fees are monthly irrespective of how many properties you have.

Self Assessment Tax Returns Service

£99.95 inc VAT (With Add ons available) /mo

What's included?

  • PRO ACTIVE TAX CALLS: Unlimited tax calls when you want them. You can book calls within two working days.
  • PRO ACTIVE TAX CALLS: All calls are discussed with tax advisors in the morning. All calls are recorded so you can listen back to them.
  • TAX RETURNS: You send in the data to draft your tax returns. We send draft accounts to you with an explanation video.
  • TAX RETURNS: We send you SMS/email notifications and reminders. You book meetings with us using our online calendar system to discuss your tax return.
  • TAX RETURNS: We file your UK self assessment tax return to HMRC on time, whilst saving you tax.
  • TAX INVESTIGATION: Getting a brown envelope from HMRC is pretty scary for most people. We will act as your barrier of defence against HMRC and will deal with their queries with your support.
  • FURTHER EDUCATION: Be part of our client Monday night seminars (recorded) to help you become even more tax efficient
Sign up now for self assessment
     
 

Limited Company Accounts & Tax Returns

£139.95 inc VAT (With Add ons available) /mo

What's included?

  • PRO ACTIVE TAX CALLS: Unlimited tax calls when you want them. You can book calls within two working days.
  • PRO ACTIVE TAX CALLS: All calls are discussed with tax advisors in the morning. All calls are recorded so you can listen back to them.
  • TAX RETURNS: You send in the data to draft your tax returns. We send draft accounts to you with an explanation video.
  • TAX RETURNS: We send you SMS/email notifications and reminders. You book meetings with us using our online calendar system to discuss your tax return.
  • TAX RETURNS: We file your UK limited company accounts to Companies House and tax return to HMRC on time, whilst saving you tax.
  • REGISTERED OFFICE: Maintain your privacy by using our office address as your registered office. We will forward all important emails to you and remove all of the junk mail.
  • COMPANY SECRETARIAL SERVICES: We prepare and submit a) confirmation statements b) ATED reports and c) Maintain your registered office details
 
Sign up now for Limited Company
   
 

Why not book a tax consultation with us instead?

If, after the pro active tax consultation, you wish to use our services we will apply a 50% discount of the tax consultation against your monthly fee.

Book a tax call

“Not sure if you want to sign up to our service or book a tax call? No problem, why not register for one of our free live events to get your questions answered?

The Property Expert Panel

The Property Expert Panel

Live – 1st Monday of every month Our Property Expert Panel live events provide property investors and property developers with an opportunity to ask their questions to the panel members. The session is a relaxed environment where people starting out in property or seasoned professionals can engage with the panel to get their views on all aspects of property investing. We cover an array of subjects from finance, law and of course tax. This is a great place to be in order for you to learn from others as well as the panel experts.

Learn more
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Property and business tax Q&A

It is always worth asking a good question to get the answer that you need. There is a great saying. "You do not know what you do not know". How can you possibly ask a question if you are not even aware of it? This is why Optimise Accountants have put together a show to help people understand the tax implications of their business and property-related activities. A lot may be learned by simply listening to other people ask questions and understanding the answers to see how they may relate to you.

Learn more

WANT TO KNOW MORE ABOUT OU SERVICES? 08

Please tell us more about your circumstances and we will get back in contact with you in two working days

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    Property tax knowledge hub.

    Stay up to date with the latest property tax legislation with insight from our senior property accountants.

    Get Access to the Knowledge Base
    Reduce Stamp Duty Land Tax on buy to lets
    Relevant to tax year 2020/21 How do UK landlords reduce Stamp Duty Land Tax?  You may be interested in our main article “buy to let tax for UK landlords”. This article discusses all the different types of tax that you need to be aware of as a UK landlord. We have written an article that […]
    Using A Limited Company To Buy Residential Property
    As property tax specialists we often see questions as you will see below. The question always arises buy to let limited company or not? We will attempt to answer the below questions in this very article – Can a limited company buy a residential property? – How to start a limited company? – What is […]

    Book a call to see how we can help you.

    Consultation options.

    We offer the two following options for initial consultations.

    CALL OPTION ONE

    Discuss our monthly retained accountancy services

    This is a call to discuss our monthly retained accountancy services. This is not a tax call

    • Discuss our monthly retained accountancy services

    • Talk to use about your situation

    • Tell us what tax pains you have

    • We will look into your case and identify the right service for you

    Discuss our services

    CALL OPTION TWO

    Pro active tax advice

    (Free for clients)

    Need tax advice right now? Let us identify the tax solution

    • Upload your questions in advance

    • All of our Tax Advisors collectively discuss your questions in the morning

    • One of our qualified tax advisors will provide the very best solution to you

    • We follow up with an email and a recording of the meeting

    • You and the tax advisor will clear up any remaining questions in an email exchange

    Tax call from £699.95

    Booking your appointment.