Business Details
Chartered Accountants in Poole & Bournemouth
We have over 30 years' experience as chartered accountants serving clients in Poole, Bournemouth and across Dorset, Hampshire and London. Our practice specialises in providing comprehensive accounting and taxation services tailored to small businesses and individuals. We prioritise client relationships, offering flexible, client-centred solutions including business/home visits and appointments outside standard office hours. Our expertise covers accounts preparation, tax returns, VAT, payroll, corporation tax and business advisory services.We maintain professional standards while combining technical proficiency with approachability, ensuring clients receive both expert guidance and personal attention. Our commitment to staying current with accounting practices and digital systems enables efficient online filing and modern service delivery. We operate transparently, with fees based on time and responsibility, while maintaining strict confidentiality and ethical standards.
Services
Accounts Preparation
Tax Returns
VAT Returns
Payroll Services
Business Advisory
Highlights and features
- Over 30 years of experience in accounting services
- Client-friendly service with personal attention
- Expertise in tax compliance and business advisory
- Flexible appointments including out-of-hours visits
- Transparent fee structure based on time and responsibility
Services
Accounts Preparation
We prepare annual accounts for individuals, partnerships and limited companies. Our service includes bookkeeping advice, management accounts and financial reporting. Clients receive accurate, timely documentation compliant with current accounting standards.
Tax Returns
We handle self-assessment tax returns for individuals and businesses. Our expertise covers corporation tax, capital gains tax and inheritance tax forms. We ensure accurate submissions meeting all HMRC requirements.
VAT Returns
We prepare and submit VAT returns for businesses of all sizes. Our service includes VAT registration advice, cash accounting scheme guidance and handling HMRC VAT investigations.
Payroll Services
We manage payroll administration including CIS returns, PAYE calculations and year-end reporting. Our service ensures compliance with current employment tax legislation and timely submissions to HMRC.
Business Advisory
We provide tailored business advice including cash flow projections, budgeting and tax planning. Our guidance helps clients make informed financial decisions while maintaining compliance with regulatory requirements.
People
Peter R. Lucas
Chartered Accountant
Peter Lucas has over 30 years' experience as a chartered accountant. He leads our practice, applying his extensive expertise to deliver tailored financial solutions while maintaining personal client relationships.
Questions
What is your primary business focus?
We specialise in accounting and tax services for small businesses and individuals, including accounts preparation, VAT returns, payroll, and business advisory.
How long have you been operating?
Our practice has been serving clients for over 30 years with continuous expertise in accounting and taxation matters.
Do you serve clients outside Dorset?
While based in Poole, we work with clients across Hampshire, London and other UK locations through flexible service delivery.
How are your fees structured?
Fees are typically calculated based on time spent and complexity, though fixed pricing can be agreed for specific projects.
What qualifications do you hold?
We are chartered accountants with full professional qualifications and ongoing membership of relevant accounting bodies.
Can you assist with HMRC matters?
Yes, we handle all aspects of tax compliance including HMRC submissions, tax return preparation and representation during investigations.
