09-10-2012, 09:35
(This post was last modified: 09-10-2012, 09:38 by friendly accountant.)
(09-10-2012, 08:08)Classy_Katy Wrote: Friendly Accountant...can we instruct you from a distance or do we need to meet in person?
Also, when should we instruct you if we need your help in completing a tax return for the current year?
Many thanks!
We have to meet in person as it is mandatory that I see original photo ID for you and proof of address (in order to comply with Money Laundering Regulations). There is a way around the face to face meeting if I really have to, however that is a last resort and I prefer not to do it.
I am more than happy to travel to you as I have friends and clients scattered around the UK so can usually combine two trips into one.
You can instruct me at any time - most of my sole traders send me their accounts monthly and I advise them of the tax bill each month so they don't get any nasty shocks at the end of the tax year.