For a Personal and Professional UK & Guernsey Tax and Accountancy Service at an Affordable Price

Guernsey Accountancy and Tax Services

Guernsey Individuals from £180 PA

As well as the completion and submission of your annual tax return we also make sure you are being charged the right amount of tax and that you know how much to pay and when.
If you run a business as a sole trader we can prepare your accounts too (contact us for a quote for our bookkeeping and accounting services).

When we have the details of all of your income we prepare your online tax return for you. Once you have checked your completed tax return, we submit it online on your behalf. We also let you know how much tax you can expect to pay and when this is likely to be payable.

If you run a business as a sole trader we prepare your financial statements from a trial balance or your bookkeeping for £120. If required, we can provide a bookkeeping service at the rate of £60 per hour or on a fixed fee basis - contact us for a quote.

The Tax Office sends us copies of your assessments and statements which we check for you. If there are any problems, for example if you're being overcharged for some reason, then we liaise directly with the Tax Office on your behalf to to get errors corrected and reduce payments accordingly.

We advise you how much tax to pay and when. When estimated or interim assessments are issued we make sure that the tax charged is not excessive and if it is then we arrange for reduced payments on account.

Guernsey tax rules are complex. We are here to help you with your tax questions.

Inclusive annual fixed fee of £180
(plus £120 for accounts preparation if required and any bookkeeping charges)

Guernsey Companies from £300 PA

A company tax return includes the submission of a tax computation of business profits and investment income prepared in accordance with the tax law. A variety of different situations can also require other computations, disclosures and claims. As well as the preparation of your company's accounts and the completion and submission of the annual tax return we also make sure you are being charged the right amount of tax and that you know how much to pay when.

We prepare the company's tax computation and online tax return and, where appropriate, final tax certificates for shareholders and a reconcillation of staff costs. Once the final tax computation and tax return has been checked by you, we submit it online on your behalf. We also let you know how much tax you can expect to pay and when this is likely to be payable.

We prepare your company's financial statements from a trial balance or your bookkeeping. If required, we can provide a bookkeeping service at the rate of £60 per hour or on a fixed fee basis - contact us for a quote.

The Tax Office will send us copies of your assessments and statements which we check for you. If there are any problems, for example if the company is being overcharged for some reason, then we liaise directly with the Tax Office on your behalf to to get errors corrected and reduce payments accordingly.

We advise you how much tax to pay and when. When estimated or interim assessments are issued we make sure that the tax charged is not excessive and if it is then we arrange for reduced payments on account.

Guernsey tax rules are complex. We are here to help you with your tax questions.

Inclusive annual fixed fee of £300
(plus any bookkeeping charges)

Guernsey ETI Returns from £90 Per Quarter

Quarterly ETI returns completed and submitted for Guernsey tax and social security. Monthly payroll work also undertaken. Contact us for a quote.

UK Accountancy and Tax Services

UK Individuals from £150 PA

As well as the completion and submission of your annual tax return we will also advise you what to pay when.

When we have the details of all of your income we prepare your tax return for online or paper submission. Once the final tax return has been checked by you, we submit it online on your behalf.

If you run a business as a sole trader we can prepare your accounts in a format suitable for submission to HM Revenue & Customs. We charge £150 for accounts preparation from a trial balance or completed bookkeeping (please contact us for a bookkeeping fee quote).

When HMRC issue tax calculations, coding notices or statements, we will check these for you. If there are any problems, for example if you are being overcharged for some reason, then we will liaise directly with HMRC on your behalf to to get errors corrected and reduce payments accordingly.

We advise you how much tax to pay and when. We also arrange for reduced payments to be made on account where appropriate.

Our inclusive annual fee is dependant on your sources of income:
£150 for employment income and/or pensions and/or investment income
+£50 if you receive property income (per property)
+£150 if you run a business as a sole trader (plus any bookkeeping charges)
+£100 if you have made a capital disposal in the year

UK Companies from £350 PA

This service includes the preparation of your company's accounts and the completion and submission of the annual corporation tax return. We also submit your accounts to Companies House and make sure you know how much tax to pay when.

We prepare the company's tax computation and online tax return. Once the final tax computation and tax return has been checked by you, we submit it online on your behalf. We also let you know how much tax to pay and when this is payable.

We prepare your accounts in a format suitable for submission to HM Revenue & Customs and Companies House. This service includes the preparation of your accounts from a trial balance or completed bookkeeping (if required, please contact us for a bookkeeping fee quote).

We will prepare your abbreviated accounts and submit these to Companies House. We can also submit your annual confirmation statement and any other filings that are required.

We advise you how much tax to pay and when.

Inclusive annual fixed fee of £350
(plus any bookkeeping charges)

UK VAT Returns from £90 Per Quarter

Quarterly VAT returns prepared and submitted. Contact us for a quote.

Accounting & Bookkeeping

Certified Guernsey Accounts from £120

Certified financial statements (suitable for submission to the Guernsey Tax Office) prepared from a trial balance or bookkeeping completed on an accounting software package.

UK Accounts from £150

Financial statements suitable for submission to HMRC are prepared from a trial balance or bookkeeping completed on an accounting software package. For companies the accounts will be iXBRL tagged and a second, abbreviated set are prepared and submitted to Companies House.

Bookkeeping

We can assist you as much or as little as you like with your bookkeeping. Services range from a helping hand to tidy up at the year end to an out-sourced arrangement where we take on of all your bookkeeping, invoicing and credit control.
If you are interested in using a cloud accounting solution such as Xero, Quickbooks or Wave we can help you get you get set up.
We charge £40 per hour for our bookkeeping service. Alternatively, we are happy to fix our fee - contact us for a quote.

Wave Partner
Xero Partner
Quickbooks Partner

About Waterman Tax Services


Joe

Joe Waterman BSc(Hons) FCCA CTA

Joe is a Fellow of the Association of Chartered Certified Accountants and a Member of the Chartered Institute of Taxation. He has worked in the field of tax for 12 years. Having left his role as a Tax Manager within the Guernsey office of a top accountancy firm in the summer of 2016 and relocated to Dinan in Brittany launching Waterman Tax Services in the Autumn of 2016.

Karen Wood FCCA

Karen is a Fellow of the Association of Chartered Certified Accountants. She has over 10 years experience working in Guernsey's fiduciary sector, most recently as a Senior Tax & Accounts Manager for an international fiduciary group. Karen also has small business management and accounting experience from running her family business alongside her husband for over 25 years. Karen is based in Guernsey and joined Waterman Tax Services during the Autumn, 2017.

Karen
Ethan

Ethan Waterman

Ethan joined Waterman Tax Services in September 2017 as a bookkeeper. He works with clients on cloud accounting packages Xero, Quickbooks and Wave as well as those using manual systems. With a BTEC National qualification in Information Technology he is also our IT guy!
Xero Advisor

Qualified

We are a Chartered Tax Adviser firm and Joe and Karen are both Chartered Certified Accountants

Knowledgable

We are a firm of financial accountants specialising in Guernsey & UK tax

Caring

We take pride in providing our clients with a very high level of service

Affordable

Without expensive overheads we're able to charge you less

Factsheets


UK Property Taxes Article

Is Your UK Investment Property Tax Compliant?

The last five years have seen a huge number of changes to the tax rules concerning UK property purchased and owned by non-UK residents and companies. Now would be a good time to catch up with developments to see if you are affected by any of the changes.
October 2017


QROPS Article

Now is the Time to Think About Transferring Your UK Pension Fund to an International Scheme

Transferring UK pension funds into an international QROPS scheme offers a number of advantages for expatriates. Now is the perfect time to look into this because the same opportunities may not be available after the UK leaves Europe.
June 2017


HMRC Disclosure Article

HM Revenue & Customs Invites Landlords & Employees with Second Incomes to Come Clean

HMRC's disclosure campaigns offer those with undeclared UK tax liabilities an opportunity to bring their tax affairs up to date with the incentive of reduced penalties.
March 2017


Worldwide Disclosure Facility Article

HM Revenue & Customs Invites Those with Undeclared Offshore Tax Liabilities to Come Forward

The Worldwide Disclosure Facility offers those with undisclosed foreign income the opportunity to come forward before HMRC get their hands on a huge amount of foreign account information.
March 2017

Our Fees

We believe that fees should be transparent, offer value for money and be easy to manage. Annual accounting and tax compliance fixed fees can be spread over the year and paid by monthly or quarterly standing order.

Contact Us

Address 28 La Basse Rivière, 22630 Évran, France
Telephone +33 (0)9 73 63 86 75
Mobile +33 (0)7 68 78 52 50
Email joe@waterman.tax
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LinkedIn Connect with Joe and Karen
Twitter Follow @WatermanTax