Business Details
24 Years
experience
Trusted Chartered Accountants in Sherborne
Established in 2002, we are a dedicated team of Chartered Accountants and Chartered Tax Advisers committed to delivering practical, cost-effective financial solutions. Our partner-led approach ensures clients have direct access to senior professionals who prioritise open communication and tailored advice. With decades of combined experience, we specialise in tax planning, business compliance, and strategic financial guidance for individuals, trusts, and businesses of all sizes. Our focus on proactive service means we anticipate client needs, offering timely insights to optimise financial performance and minimise tax liabilities. Unlike larger firms, we maintain a personal touch while providing the expertise typically associated with major accounting practices.Our clients benefit from transparent pricing, no hidden fees, and a commitment to simplifying complex financial matters. We have supported owner-managed businesses through every growth phase, from start-ups to mature enterprises, and provide specialist advice on mergers, acquisitions, and share schemes. Our proactive communication ensures clients stay informed about tax changes impacting their affairs, with a service model designed to prevent issues before they arise. This combination of technical excellence, accessibility, and client-centric values has earned us long-term relationships across Dorset and beyond.
Services
Tax Planning
Share Schemes
Small Business Accounting
Tax Investigation Protection
Mergers & Acquisitions
VAT Compliance
Retirement Planning
Fixed Fee Accounting
Personal Tax Advisory
Corporation Tax
Details
- Year established: 2002
Highlights and features
- We offer 35+ years of combined experience in tax and accounting advisory.
- Our partner-led service ensures direct access to senior professionals.
- Proactive tax planning minimises liabilities and maximises business growth.
- Transparent fixed-fee structures with no hidden charges.
- Specialist expertise in mergers, acquisitions, and share scheme structuring.
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
- Chartered Institute of Taxation (CIOT)
What people say
Pro-active approach
Excellent communication
Flexible and good advice
Quick responses
Help grow business
Services
Tax Planning
Our partner-led tax planning service delivers customised strategies to minimise liabilities while aligning with business objectives. We focus on long-term financial efficiency through proactive consultation. Clients benefit from expert guidance on legislative changes and complex tax structures.
Share Schemes
We design share schemes to retain talent and attract investors by optimising tax efficiency. Our advice covers share structure implementation and compliance with HMRC regulations. Clients receive strategic support for employee ownership and investor relations.
Small Business Specialists
Tailored accounting solutions for small businesses include compliance, payroll, and growth strategy. Our dedicated team understands the unique challenges of SMEs, offering cost-effective support from start-up to expansion phases.
Tax Investigation Protection
This service covers professional fees during HMRC investigations, providing financial security and expert representation. Clients gain peace of mind through our proactive compliance monitoring and risk mitigation strategies.
Mergers & Acquisitions
We guide clients through tax-efficient business sales, purchases, and management buyouts. Our expertise includes due diligence, negotiation support, and structuring transactions to maximise returns while minimising tax exposure.
People
Andrew Eustace
Head of Tax Policy
With 35 years' experience, Andrew specialises in business tax strategy and cross-border transactions. He leads tax compliance and advises on business sales, leveraging expertise from two top 20 accounting firms.
Jackie Core
Chartered Certified Accountant
Jackie focuses on family business advisory and complex personal tax matters. Her 2017 qualification complements practical experience in tailored financial compliance for owner-managed enterprises.
Jurgita Dubinskiene
AAT Qualified Accountant
Jurgita manages accounts preparation and tax compliance for diverse entities. She specialises in VAT returns and bookkeeping, ensuring accurate statutory reporting for sole traders and limited companies.
Karen Eustace
Office Manager
Karen oversees operational efficiency, resolving administrative challenges to maintain seamless service delivery. Her organisational expertise ensures smooth day-to-day functioning of client operations.
Questions
What accounting services do you offer for small businesses?
We provide complete SME accounting including bookkeeping, payroll, statutory accounts, and tax compliance, with tailored growth strategies and fixed-fee options.
How do you handle tax investigations?
Our Tax Investigation Protection Service covers professional fees during HMRC audits, offering expert representation and compliance support to resolve enquiries efficiently.
Can you assist with share scheme implementation?
Yes, we design tax-efficient share schemes to retain talent and attract investors, covering structure, compliance, and exit strategy optimisation.
What makes your tax planning different?
We combine partner-led consultation with proactive legislative monitoring to create custom strategies that align with long-term business goals and minimise liabilities.
Do you offer fixed-fee accounting packages?
Yes, our fixed-fee service includes annual accounts, tax planning meetings, and compliance with no unexpected charges, providing budget certainty for clients.
How accessible are your accountants?
We prioritise open communication, offering direct partner access and prompt responses to ensure clients receive timely advice without additional call charges.
