What We Offer
Our Packages
Basic Tax Return
- Tax return preparation & submission
- Year-end tax call / meeting
- Unlimited support
From £25 /month
(net of VAT) depending on complexity
Sole Traders (MTD)
- QuickBooks Subscription
- MTD compliance
- Preparation of year end accounts
- Tax return preparation & submission
- Pre-year-end tax planning
- Unlimited support
From £35 /month
(net of VAT) depending on level of activity
Landlord & Buy-To-Let (MTD)
- QuickBooks Subscription
- MTD compliance
- Preparation of year end accounts
- Tax return preparation & submission
- Pre-year-end tax planning
- Unlimited support
From £35 /month
(net of VAT) depending on size of portfolio
Small Business
- QuickBooks Subscription
- MTD compliance
- Preparation of year end accounts
- Tax return preparation & submission
- Pre-year-end tax planning
- Quarterly VAT return preparation
- Payroll processing
- Unlimited support
From £50 /month
(net of VAT) depending on level of activity
Limited Companies
- QuickBooks Subscription
- Preparation of year end accounts & submission
- Corporate tax return preparation & submission
- Pre-year-end tax planning meeting/call
- Quarterly VAT return preparation
- Quarterly mgt accounts & review call
- Payroll processing
- Director personal tax return preparation
- Unlimited support
From £75 /month
(net of VAT) depending on the size of the business
Discover
Our Partner
As the only Strategic Partner in Northern Ireland, we are proud to support QuickBooks, the world’s number 1 online accounting software.
Cloud accounting software from QuickBooks that helps you create custom invoices, manage VAT and view your data in real time.
All QuickBooks solutions will allow you to maintain compliance with Making Tax Digital quarterly and year-end submissions. As our preferred package, we are confident that it will meet all your financial compliance needs.
Speak to us to arrange a free demo today.
What we Provide
Our Services
Cloud Accounting & Online Bookkeeping
Having invested in the latest cloud accounting technology, our team is fully equipped and trained to provide you with expert online bookkeeping and cloud accounting support. Whether it be helping you prepare monthly management accounts, providing support with posting transactions, setting up bank account API feeds, or using app technology to capture your receipts and create invoices, we are happy and ready to help.
Making Tax Digital
We are invested in making tax digital and understand that this will represent a significant change to your business and the way you work. We acknowledge that technology will play a huge role in the delivery of MTD and as such we have partnered up with QuickBooks in order to position ourselves as leaders in MTD compliance and cloud software solutions. Let us help you make the change and support you on your journey, whilst ensuring your business continues to be compliant with its filing requirements.
Corporation & Personal Tax Planning
Our team have significant experience in providing personal and corporation planning advice. By using the latest Cloud Accounting solutions we can streamline compliance processes, enabling us to focus on understanding your business. Whether it be succession planning, due diligence in preparation for a sale or a shareholder dispute, inheritance or estate planning, we are here to help.
Accounts Preparation
We have been providing accounts preparation services to our clients for over 20 years. From small sole trader accounts to larger owner managed business accounts prepared under FRS 102, our team are ready to help and service your business needs.
Tax Compliance
We have been providing tax compliance services for over 20 years. From registration with HMRC to preparation and submission of personal tax and company returns (CT600s). We also have significant experience in capital allowances claims and reliefs.
VAT Compliance
We assist clients with their VAT compliance, including: registration; processing and submission; ongoing bookkeeping; and making tax digital. We also offer a review service and VAT planning advisory services.
Payroll
We offer payroll services from director payrolls, to weekly and monthly payrolls for companies with over 50 employees. We harness the latest cloud payroll software to make processing and submission as straight forward as possible.
R&D Tax Incentives
Our team have significant experience in providing R&D tax incentive support to our clients. We will work closely with you to fully understand your business, the products and services you offer, the innovation involved, in order to fully maximise your claim.
Company Audit
We have a track record of providing high-quality audits that can add value to your business. We believe audit to be more than just a necessary compliance, and through harnessing your financial data we aim to provide you with a value adding service.
PGR have provided audit services across a range of sectors to include: manufacturing; construction; facilities management; aerospace; property; IT; insurance; retail; religious; and professional services.
Solicitors’ Accounts Reports
We have significant experience in preparing and delivering Solicitors’ Accounts Reports and supporting clients with the interpretation of the Solicitors’ Accounts Rules.
Business Planning & Projections
We have a wealth of knowledge when it comes to business planning and cash flow forecasting. We all know cash is king and therefore we have invested in the latest cash flow forecasting technology that enables you to easily forecast cash flows over the next 12 months based on current trading trends.
Company Secretarial
We assist clients with their company secretarial duties, including: confirmation statement filings and changes in shareholdings.
FAQ
How It Works
- Contact us on 028 9078 8894 or get a quote today.
- Speak to an accountant who cares.
- Accept your tailored proposal.
- Complete our new client identity checks.
- Digitally sign our stand terms of business agreement.
We get straight to work…
Switch Accountants
If you have an existing accountant, don’t worry. We understand that nobody likes change and it is no different when dealing with an accountant or tax adviser. We aim to make the process as simple as possible. We will write to your existing accountant for you, advise them of the change and ask them to provide a copy your latest tax return and accounts information. The switch is dealt with professionally between accountants and is common practice. We are personal in our approach and will look forward to working with you.
New QuickBooks Licence
We will open a new QuickBooks licence for you. We will then connect your business bank account to the software and start bringing your business bookkeeping up to date. You will get access to QuickBooks and a free demo of the package.
Secure Client Portal Access
You will gain access to our secure client portal area which can be used to securely transfer documents directly to us or digitally sign documents and tax returns when completed. We will upload HMRC correspondence directly to the portal for your records.
Making Tax Digital Compliance
We will prepare quarterly MTD returns from your financial records and call you in advance to discuss the results for the quarter before onward submission to HMRC. We will take care of your business finances to ensure compliance with Making Tax Digital.
Pre-Year-End Tax Planning
In January and February we will issue our year-end tax planning checklist. You may wish to consider various tax planning measures such as purchasing new equipment, pension payments or gift aid donations. Should you wish to discuss anything in more detail contact us in advance of year end, 31 March.
Year-End Tax Return Preparation
We will prepare your year-end accounts and tax return for review and discussion in advance of submission to HMRC. Discussions will be held in person, via video call, over the phone or via email, depending on your preference.
Submissions to HMRC
Once digitally signed and approved, we will submit your tax return to HMRC on your behalf. Your completed return will be uploaded to the client portal area for ease of access.
How to Pay
Our preferred method of payment is monthly by direct debit. You will receive a monthly invoice reflective of your agreed package and this will be collected by direct debit. You will be asked to complete the direct debit mandate form as part of the onboarding process. If you would prefer to pay via alternative means, please contact us.
Services
Our bread and butter is…
Landlords & Buy-To-Let property owners
Expert tax advisers to property owners, from 1 rental property to large portfolios, we can assist you with your tax obligations and staying compliant with MTD.
Services
Our bread and butter is…
Sole Traders & Contractors
Let us take on your financial, tax & MTD compliance burdens to allow you to do what you do best… run your business! From farmers, contractors, builders, to beauticians, we can help.
Get in touch
Contact MTD Tax Advisers Today
The Office Dock, Unit 2 Channel Wharf, 21 Old Channel Road, Belfast, BT3 9DE