Benefits of Working with an Edwards Tax Advisor

28th July 2024

With more than 125 years of experience, Edwards Accountants has provided top-quality customer service ever since our founding.

It is our dedicated, tailored, and personal approach to tax advice for individuals and businesses that has allowed us to enjoy such a successful history.

We are proud of our capacity to work with clients of various sizes or stature and are always committed to providing the highest quality of service to everyone.

Read on to find out our approach to client onboarding and customer service and how it helps us ensure satisfaction.

 

A Personal Service for Every Client

There is no “one size fits all” approach to tax services and advice. Every individual and business will come to us with a unique set of circumstances that needs to be fully evaluated before a plan of action can be put in place.

It is our dedication to providing that tailored service that helps us guarantee success. We work hard to evaluate the current situation of your personal or business finances before figuring out the ways in which we may be able to minimise your tax.

We will hold regular, private meetings with you over the course of our work together to ensure that you are feeling the benefits we provide, while also maintaining a clear view of your finances and preparing for any changes before they arise.

 

Our Refined Onboarding Process

When you first choose to work with us, we will hold a personal discovery meeting with you to understand the full financial situation for you or your business. Our aim is to understand the length and breadth of your finances so that we can accurately identify.

We will then analyse your eligibility for the various methods of reducing the tax burden based on your current situation. Since a vast number of personal and professional circumstances can affect what is available to you, we will work closely to determine the best plan of action.

This will include standard private client or corporate taxation procedures, but we may also encourage slightly more complex tax saving methods such as investment schemes or family investment companies.

 

Independent & Personal Tax Advice

As an independent firm providing specialist and dedicated tax advice in the Midlands and beyond, we prioritise the personal element of our service, focusing on being here to help when you need it, whether in person or over the phone. Our expert tax accountants provide the support that you and your business need to succeed, offering their tax advice in a holistic, joined-up way.

One of our long-standing clients shared their experience:

“Having expanded our portfolio over the years we have always used Steve Holden to guide us through all aspects of tax. He has always given us a well-rounded view of our tax situation and we have always had sound advice.

He always makes the effort to spend time learning about what our plans for the future are and gives good advice based on these plans. When we had a Vat inspection, he was an excellent support and guided us through with minimum stress to ourselves. We have always considered Steve an excellent person to be guiding us through our business lives.”

We also have several teams of specialists focusing on different aspects of taxation and auditing to ensure that everything we do is compliant and effective, even if there have been recent legislative changes.

This means you won’t need to juggle several accountants, auditors, advisors, and more to obtain a clear financial picture.

 

Work With Edwards Accountants Today

Our specialist team of chartered accountants are based in our Walsall office, offering tax advice to individuals and businesses across the midlands. Our locality means that we can deliver a uniquely personal service to guarantee success.

Our tax advice can be tailored for individuals or businesses looking to maximise their available income, and we will work closely with you to ensure that any changes we suggest are fully legal, compliant, and help you to achieve your aims.

Get in touch with our team on 01922 743 100 to talk through your current situation and see what we could do for you!