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Tax is really no-one's favourite occupation, but it is a necessary chore and I aim to make it as cheerful and hassle-free
as possible.
I prepare accounts for self-employed people and small businesses, including start-up companies, followed by the annual
tax return and, for companies, the statutory Companies' House returns.
I will also do individual tax returns where you have something a bit complicated to enter, such as capital gains.
If you have assets of more than about £300,000 and are concerned about inheritance tax, I can give planning advice as
to your best course of action (spend it!).
For anyone, but especially self-employed and small companies, all this will be cheaper for you if you can keep good records.
I prefer it really, and will happily show you what to do and how to present your papers.
Working as a one-man-band, I know all my clients well and can be very flexible in how I fit your tax round you. (Does
that make sense?)
Experience & Qualifications
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I have now clocked up more than 20 years in tax. I started with a stint in the Revenue, then moved to one of the "Big
5" firms, KPMG, in London & Glasgow. I now work for myself from home.
I am also qualified with the Personal Finance Society (the professional body for Independent Financial Advisors), so I
have a good knowledge of pensions and investments etc, but please note that I do not give financial advice.
If you are wondering about the MSc, I did my original degrees in Physics. Why I am doing tax is a bit of a mystery.
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Grace Lyon MSc CTA DipPFS
Address:
19A Dalkeith Avenue
Dumbreck
Glasgow
G41 5BL
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Fees - the awful reality no-one mentions.
I charge by the hour and the basic charge is £35 per hour (no VAT).
However, there is a discount to £30 per hour if you can get your accounts and tax return information to me in April or
May. This discount then applies to all the work done on those accounts and the return, regardless of when I do the work.
On the other hand, if you do not give me your tax return information until December or January, then the fee goes up to
£70 per hour (other than new clients who have just turned up and for whom the £35 charge will apply for the first year).
The same applies for companies, with the two discount months being the two months immediately after the year-end.
So......you can save quite a bit by being well-organised and up to date.
"Grace certainly knows how the Inland Revenue operates, which can help a great deal. She always replies promptly to our
emails and we usually get both our tax returns done before the end of June."
L. Maxwell
"I didn't think I needed accountant to do my taxes for me, but when I needed my income verified for my mortgage,
I got Grace's number from a friend. She looked back at my previous year's tax return and it turned out I was owed more money
than I had claimed for. She saved me a few hundred pounds and made it so much simpler for me."
H.Lander
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