Business Details
Trusted Chartered Accountants in Carshalton
Morgans Chartered Accountants is a firm of Chartered Accountants based in Carshalton, delivering traditional accounting services combined with forward-looking commercial advice. Our services include accounts, tax, payroll, and VAT compliance, alongside business and personal advisory services designed to help clients grow and prosper. With over 25 years of combined experience, our team maintains rigorous technical and ethical standards as part of our Chartered status. We prioritise fixed-fee compliance work to ensure transparency, avoiding unexpected costs for clients. Our approach combines technological efficiency with a client-centric ethos, building long-term relationships through integrity and discretion. We specialise in tax planning, business acquisitions, and forensic accountancy, serving owner-managed businesses and individuals.Our team includes professionals affiliated with the ICAEW, ACCA, and the Association of Taxation Technicians, ensuring expertise across diverse financial needs. Client testimonials highlight our ability to streamline operations, provide cost-effective solutions, and deliver innovative financial strategies. We are committed to understanding each client's unique requirements, offering tailored advice that supports sustainable growth. Our services extend to company formation, payroll management, and quarterly financial reviews, catering to both corporate and personal clients.
Services
Accounts
Tax Compliance
Payroll
VAT Filing
Business Planning
Highlights and features
- We hold Chartered status with rigorous technical and ethical standards.
- Our fixed-fee compliance work ensures no unexpected bills.
- Our team has over 25 years of combined experience in accountancy.
- Client testimonials highlight innovative financial strategies and cost-effective solutions.
- We utilise technology to deliver efficient, client-centric services.
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
What people say
Innovative ways of ensuring cost-effective working capital
Helped streamline and grow our business
Spot opportunities to save tax
Delivered forward planning better than other accountants
Provided full accounts under FCA requirements
Services
Accounts
We prepare statutory accounts for sole traders, partnerships, and limited companies, ensuring compliance with regulatory requirements. Our team delivers accurate financial statements and corporation tax returns tailored to your business structure. Clients benefit from timely, transparent reporting that supports informed decision-making and long-term growth strategies.
Tax Compliance
Our tax compliance services cover personal and corporate tax returns, VAT filings, and payroll administration. We ensure adherence to HMRC regulations while identifying opportunities for tax savings. Clients receive proactive advice on tax planning and mitigation strategies to optimise financial outcomes.
Payroll
We manage payroll processing, including PAYE submissions, payslip generation, and year-end returns. Our systems ensure accuracy in tax deductions and compliance with employment legislation. Businesses gain peace of mind knowing employee payments and statutory obligations are handled efficiently.
Business Planning
We provide tailored business planning services, including cash flow forecasting, budgeting, and growth strategy development. Our advisors help clients navigate financial challenges and capitalise on opportunities. This service supports sustainable business expansion through data-driven insights and expert analysis.
Expert Witness Work
Our expert witness services involve financial investigations and dispute resolution support. We deliver detailed reports for legal proceedings, combining accounting expertise with courtroom-ready analysis. Clients receive credible, evidence-based testimony to resolve complex financial disputes.
People
Richard Morgan
Fellow of ICAEW
Richard has over 25 years of chartered accountancy experience, specialising in tax, accounts compliance, and forensic accountancy. He leads our advisory services and holds affiliations with the Tax and Corporate Finance faculties of ICAEW.
Rohit Patel
Senior Accountant
Rohit has managed accounts and tax for owner-managed businesses since 2005. He supports payroll, VAT, and startup clients, working closely with Richard to deliver tailored financial solutions.
Rashid Malik
Manager
Rashid, an ACCA affiliate, oversees payroll maintenance and tax returns. With 10 years at local firms, he brings expertise in limited company and sole trader accounts to our clients.
Caroline Mambara
Accountant
Caroline has over 10 years of practice experience preparing audits and tax returns. She focuses on client-facing roles, supporting sole traders, partnerships, and limited companies with financial compliance.
Julita Staszewska
Tax Advisor
Julita prepares statutory accounts and tax returns while advising on taxation matters. As a member of the Association of Taxation Technicians, she builds strong client relationships through hands-on financial guidance.
Questions
What accounting services do Morgans Chartered Accountants offer?
We provide accounts preparation, tax compliance, payroll, VAT filings, business planning, and expert witness work for businesses and individuals.
How are fees structured for compliance work?
All compliance work is charged on a fixed-fee basis to ensure transparency and prevent unexpected costs for clients.
Can Morgans Chartered Accountants assist with tax planning?
Yes, we offer strategic tax planning services to identify savings and ensure compliance with current legislation for individuals and businesses.
Do you support accounting software integration?
We work with QuickBooks and other accounting software packages to streamline financial management for our clients.
What industries do you serve?
We support owner-managed businesses across various sectors, including retail, professional services, and manufacturing, alongside personal tax clients.
