To set up as a client we need to go through certain money laundering and contractual processes to ensure time wasted on admin is minimised as much as possible.
NEW CLIENT FORM - this is required so we can get going and act on your behalf with HMRC. Access your webform here.
LETTER OF ENGAGEMENT - this is the contract between us, well draft it and ask you to echo-sign it.
GO CARDLESS DD MANDATE this allows us to get paid; well send a link to set up direct debit.
PROOF OF IDENTITY to prove who you are we need photo ID, normally your driving licence or passport, send your copies here or use the webform above.
PROOF OF ADDRESS a bank statement, letter from the revenue or a utility bill, scan and send it to us, as above.
PREVIOUS ACCOUNTANT if applicable we need to write to your previous accountant and obtain the detailed numbers making up your last accounts/return. There is an absolute code of honour that this is done without undue delay.