Business Details
33 Years
experience
Trusted Chartered Accountants in Wokingham
Bertram Todd is a well-established firm of chartered accountants serving commercial and private clients across Wokingham, London, and surrounding areas. Founded in 1993, our team brings over four decades of combined experience in accounting and taxation, offering tailored solutions to ensure financial efficiency and compliance. We specialise in tax planning, business start-ups, payroll management, and corporate accounting, working closely with clients to minimise tax liabilities while adhering to legal requirements. Our reputation for reliability and expertise has made us a trusted partner for individuals and businesses seeking professional financial guidance. 
Services
Accounting
Taxation
Payroll
Tax Planning
Details
- Year established: 1993
Highlights and features
- We have over 40 years of combined experience in accounting and taxation
- We offer bespoke services tailored to individual client needs
- Our team specialises in tax-efficient financial planning
- We provide a free initial consultation for all new clients
- We serve businesses and individuals across Wokingham and London
Services
Accounting
We provide comprehensive accounting services for businesses and individuals, including financial record-keeping, management reporting, and statutory compliance. Our team handles day-to-day transactions, year-end accounts, and financial statement preparation. With expertise in both corporate and personal accounting, we ensure accurate and timely financial management tailored to client needs.
Taxation
Our taxation services cover all aspects of tax planning and compliance for businesses and individuals. We specialise in minimising tax liabilities through strategic planning while ensuring adherence to HMRC regulations. Services include income tax, capital gains tax, inheritance tax, and corporation tax returns. Our experts provide year-round advice to help clients navigate complex tax legislation with confidence.
Payroll
We offer complete payroll management solutions for businesses of all sizes, ensuring accurate and timely employee payments and tax deductions. Our services include payroll processing, PAYE submissions, and end-of-year returns. We handle all statutory requirements, including holiday pay calculations and pension scheme administration, allowing businesses to focus on core operations without compliance concerns.
Tax Planning
Our tax planning services focus on creating efficient strategies to reduce tax burdens while maintaining full compliance. We advise on business structure optimisation, asset transfers, and retirement planning. By analysing clients' financial situations, we identify opportunities for tax savings in areas like capital gains, inheritance, and corporate tax. Our proactive approach helps clients achieve long-term financial goals with minimal tax exposure.
Business Start-ups
We support new businesses with formation, financial planning, and compliance requirements. Our services include company registration, business plan development, and tax registration. We provide ongoing accounting and tax advice to help start-ups establish strong financial foundations. From sole traders to limited companies, we guide entrepreneurs through regulatory processes and growth strategies tailored to their industry.
Questions
What accounting services do you offer?
We provide full accounting services including bookkeeping, financial reporting, year-end accounts, and statutory compliance for businesses and individuals.
Do you specialise in tax planning?
Yes, we specialise in tax planning to help clients legally minimise tax liabilities through strategic financial arrangements and compliance strategies.
How long have you been in business?
Bertram Todd has operated as a chartered accountancy firm since 1993, with team members having over 40 years of combined industry experience.
Which areas do you serve?
We serve clients in Wokingham, London, Reading, Bracknell, Crowthorne, and surrounding areas across the Thames Valley region.
Can you help with HMRC compliance?
Yes, we assist with all HMRC compliance matters including tax returns, investigations, VAT registration, and corporation tax calculations.
Do you offer free initial consultations?
Yes, we provide free initial consultations to discuss your accounting needs and recommend tailored solutions for your financial situation.
