The Special Needs of Our Clients

At Lee & Company we have a client base covering a range of industries including retail, construction, manufacturing, hospitality and leisure, financial and other professional services, information technology, and property development and management. We also act for not - for- profit organisations such as charities and churches. As well as all these we prepare and submit self assessment tax returns and give general, not specifically regulated, financial advice to individual clients.

Here are some of the services we offer our clients:

  • Annual accounts

We prepare accounts promptly as required, discuss them in detail with the client and file them as necessary.

  • Management accounts

We prepare periodic accounts for those clients who need them for management purposes, going through them in detail with the client suggesting improvements in such areas as cash flow, debt collection and budgeting.

  • Payroll

We provide a complete outsourced payroll service to clients irrespective of size and complexity, thus taking away from the client what can be complicated and time consuming. We now submit Real Time Information on behalf of clients to HM Revenue & Customs when the payroll is prepared; this is particularly useful to those clients who do not have internet access. We give general advice regarding auto-enrolment of new pension schemes

  • VAT

We prepare and submit VAT returns for those clients, including those on special schemes, who find this requirement daunting thus avoiding what can be costly mistakes. We advise smaller clients on the timing of registration where necessary, and the benefits of voluntary registration if that should be in their best interests.

  • Self assessment tax returns

We have extensive experience of this aspect of our work. The preparation of tax returns can be an intimidating exercise for the taxpayer, and so we can take away this annual headache. Once the details are agreed we submit the returns electronically whilst advising the client of the amounts due and date of payment.

  • Corporation tax returns

The directors of limited companies have a legal liability to prepare and submit corporation tax self assessment returns. We have the software to prepare and submit these returns electronically on our company clients' behalf

  • Company Secretarial Services

We prepare and submit Confirmation Statements and other necessary forms promptly to the Registrar of Companies thereby assisting company directors fulfil their legal duties

  • General financial advice

We hold ourselves open to give general financial advice in non regulated areas to all our personal and commercial clients. In doing so we regularly advise on such matters as business startups, retirement planning, the benefits and often the necessity of setting up pension schemes, selling a business, the advisability of incorporating a sole trader or partnership business, dis-incorporating a limited company's business if desirable, and winding up a business's affairs.