Category Archives: Tax Consultants

New Services Larry Hurt income Tax Services

Moreno Valley, CA, USA, 2019-Mar-12 — /EPR ACCOUNTING NEWS/ — Over 49 years preparing taxes for individuals and small businesses, able to assist individuals in the cryptocurrency business with their tax preparation(s), 16 years as a Notary and 8 years as a Signing Agent.

Experienced Owner with a demonstrated history of working in the consumer services industry. Skilled in Nonprofit Organizations, Budgeting, Business Planning, Microsoft Word, and Coaching. Strong entrepreneurship professional with a Master Degree focused in Human Resources Management/Personnel Administration, General from Golden Gate University.

I also severed 23 years in the US Air Force. For 22 years as an additional duty, I severed as the Unit Non-Commission Officer Tax Representative. My job was to assist military and civilian personnel assigned to the Base, helping or completing their Tax returns and answer tax questions. During tax season, I spent 4 hours on Saturday at the Base Legal Office assisting people with their tax returns. After retiring in 1991, I continued doing taxes and opened my own business.

My tax specialties are Individuals, Small Businesses, S Corporations, Nonprofit Organizations, Tax Planning, Uber, Lyft and CryptoCurrency. Thank you.

To learn more go to https://larrykhurtincometaxservices.nicbuilder

 

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31st Edition of IRS Corporate Financial Ratios Reports U.S. Corporate Performance

Libertyville, IL, April 12, 2016 — /EPR ACCOUNTING NEWS/ — Schonfeld & Associates offers a valuable addition to business reference resources in IRS Corporate Financial Ratios, a unique reference with saibooksinformation gleaned from over 95 thousand corporate tax returns. As a reliable information source, it can be used in many ways from gathering competitive intelligence to evaluating tax returns before filing. It is an ideal reference for CPAs, controllers, bankers, CFOs, tax lawyers, financial analysts, investment advisors and corporate planners.

The newly available 31st edition of the report contains just released information from corporate tax returns filed for the 2013 fiscal year. Of all U.S. corporations, the greatest number, 15% of the total, fell into the Professional Services sector. Within that sector, over 65% of the firms were profitable. Over all sectors, over 60% were profitable. All sectors except for real estate and holding companies had a majority of profitable firms.

One major accounting firm has used IRS Corporate Financial Ratios to develop a report to accompany delivery of the corporate tax return, which both enhances service to existing clients and can serve as the basis for additional assignments. Even the IRS, as well as some state agencies, uses it for tax and compensation audits. It may also be used in forensic accounting such as for estimating damage claims in lawsuits.

NoComps

IRS Corporate Financial Ratios is a statistical reference containing 76 key financial ratios for companies in each of over 250 NAICS industries. Based on actual tax records of the Internal Revenue Service, it is a comprehensive and authoritative source of corporate tax information and financial ratios. It is an essential book for anyone who wants to analyze tax returns in a serious way, do competitive research or perform self-audits.

IRS Corporate Financial Ratios provides clear benchmarks of financial performance. Included are: Turnover Ratios, such as inventory sales turns and inventory cost turns, Expense Percentages, Employment Percentages, such as officer compensation to PBIT, Profitability Percentages, such as gross, operating and net margin, Liquidity Ratios, such as days receivable and days payable and many more financial measures of performance.

For each industry, ratios are shown for the overall industry and for companies in four asset size classes. Within each size class, a complete set of 76 ratios is shown for both profitable companies and companies with losses. The format of the book allows comparisons so that ratios which distinguish profitable firms are immediately visible, a real aid to improving financial management.

IRS Corporate Financial Ratios is useful in developing budgets and financial plans. Besides being available in printed or PDF format, users can purchase an Excel template, IRS-CALC, with all the report data included. For any firm, tax return information can be entered, ratios calculated automatically and compared to industry norms and printed in reports.

IRS Corporate Financial Ratios includes an extensive introduction containing definitions with an explanation of how to calculate and interpret each financial ratio. A complete industry index is provided.

IRS Corporate Financial Ratios is published annually by Schonfeld & Associates based on the most current corporate tax return information available from the U.S. Internal Revenue Service. It is a unique, useful reference that belongs on the bookshelf or in the computer of every financial manager. The current 31st edition is available for $225 directly from Schonfeld & Associates, Inc., 1931 Lynn Circle, Libertyville, IL 60048. IRS-CALC, the Excel spreadsheet template, is available for an additional $100. Call for more information or to place an order at 800-205-0030. Visit the Corporate Financial Ratios area of expertise on the corporate web site where a secure order can be placed for immediate download or hard copy delivery.

Contact-Details:
Carol Greenhut,
cgreenhut@saibooks.com,
800-205-0030

 

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The New Year Brings New Work for Umbrella Company Contractors

The umbrella company sector in the UK is celebrating after recent industry research revealed that contractors could soon see an increase in demand for their services. The news, which was revealed in The Recruitment and Employment Confederation’s (REC) Report in Jobs for December 2011 revealed a fall in the amount of permanent appointments that month. This information comes less than a month after the umbrella company Tarpon predicted that 2012 would be a very positive year for those in the umbrella company industry.

A spokesperson for Tarpon comments: “In December 2011, we announced that we believe that the new year would bring in a lot more opportunities for umbrella companies and their contractors, because of the addition of an extra £1 billion injection in the Regional Growth Fund (RGF), and so the REC’s report is really a fantastic indicator for both umbrella companies and contractors over the next 12 months.”

According to the REC, temporary billings also fell slightly last month, marking the first time they have decreased since July 2009. This news, combined with the decline in the number of permanent appointments falling in December 2011, and the recent announcement by the Royal Bank of Scotland that revealed that the Scottish business also grew in December, means that employers will be relying on umbrella company contractors and their services over the coming months.

The spokesperson for Tarpon continues: “Obviously, as an umbrella company the news that there has been increased growth in certain business sectors and therefore, the possibility of increased demand for our services is really fantastic to hear, especially at the beginning of the new year. While we did say that we believed that 2012 would be the year that more businesses and individuals would look to umbrella companies and their contractors for reliable, high-value and excellent service, it’s still an absolute delight to see that our prediction appears to be coming true that at the very beginning of the new year.”

About Tarpon:
Tarpon is an umbrella company specialising in contractor tax efficiency, enabling contractors to maximise their income and streamline their admin.

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UK Tax Investigations On The Increase

HM Revenue & Customs (HMRC) is under huge pressure to increase tax receipts and reduce tax leakage. As a result, HMRC has a growing appetite for launching investigations where it considers there is a reasonable possibility of collecting under-declared tax.

Intensive bursts of compliance activity are targeting business sectors considered to be high risk, and HMRC is sharing information internally more effectively than ever before, thus increasing its chances of identifying potential anomalies in taxpayers’ affairs. “The tax authority has created dedicated common interest teams, such as a unit focused on high net worth individuals and offices which deal exclusively with large businesses,” explains Valerie Watson, Moore Stephens tax partner who has assisted many clients on tax investigations. “Non-domiciled individuals taxed on the remittance basis are now handled by one tax district, again enabling easier cross-referencing and sharing of information.”

Tax inspectors may also be making use of new media, such as the internet, to identify individuals with valuable assets (such as holiday properties that are being let out for income) or undeclared profits (for example, from trading through internet auction sites).

New information sharing agreements between national tax authorities are also having an impact. Following the Tax Information Exchange Agreement between Liechtenstein and HMRC, the details of UK-resident taxpayers who hold accounts or assets in Liechtenstein will be passed to HMRC. “This goes hand-in-hand with the Liechtenstein Disclosure Facility”, says Valerie, “which provides an opportunity for UK taxpayers to declare any unpaid tax voluntarily in exchange for reduced penalties and immunity from prosecution.”

Another notable example that reflects the changing times is the agreement reached between the UK and Switzerland whereby the Swiss banks will levy withholding tax on UK taxpayers’ bank accounts held in Switzerland and pass the sums concerned to HMRC via the Swiss tax authorities. They will do so without identifying any taxpayers, but this nevertheless represents a marked change in attitude by the Swiss Finance Department.

Specific events can also trigger tax investigations, as Valerie explains: “HMRC is currently investigating approximately 500 UK-resident holders of HSBC accounts in Switzerland, using data passed on by an ex-employee. HMRC has been using this data to open Code of Practice 9 investigations – which relate to cases of suspected serious fraud – without apparently screening to check whether taxpayers have already made appropriate disclosures. HMRC’s new Offshore Coordination Unit has started contacting the remaining account holders to offer them the opportunity to make a disclosure.”

This highlights the fact that individuals and businesses can find themselves subject to a tax investigation without there necessarily being any actual wrongdoing. However, given the complexity of the current tax system and the scope for differences of interpretation, any detailed HMRC investigation stands a reasonable chance of finding some element of under-declared tax somewhere in the affairs of an individual or a business.

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Tax Refunds Help Americans Pay Down Debts, Get Caught Up On Bills, Or Simply To Make Ends Meet

Millions of Americans count on their tax refunds each year to pay down debts, get caught up on bills, or simply to make ends meet. With an estimated 1.5 million personal bankruptcies to be filed in 2011, bankruptcy lawyers around the country are being asked the same question: “What will happen to my tax refund if I declare bankruptcy?”

Income tax refunds are basically interest-free loans to the government, and are therefore considered assets of debtors who declare bankruptcy. The trustee assigned to your case may be able to seize your income tax refund, depending upon two main factors: first, what type of bankruptcy you file, and second, whether your refund is fully  exempted.

TAX REFUNDS

•  According to the IRS, the average tax refund for 2009 was $3003 per person.

•  Early filers usually get larger refunds.

•  There were $1.2 trillion in personal taxes in the 2009 tax year.

The two main types of personal bankruptcy cases are Chapter 7 and Chapter 13. In a Chapter 7 case, debtors are essentially allowed to walk away from their debts.

In a Chapter 13 case, debtors must repay their unsecured debts over 3 to 5 years.

Most Chapter 7 cases are considered “no asset” cases, and for those assets that the debtor does possess, there are federal and state exemption laws, which prevent the bankruptcy trustee from seizing and selling the debtor’s property.

Just like the debtor’s household goods, clothing and automobile, in most Chapter 7 cases the debtor’s tax refund can be fully exempted, which means the bankruptcy trustee cannot even consider seizing the refund. However it is very important to use the full and correct exemptions to protect the refund.

BEFORE YOU FILE BANKRUPTCY

•  Tweak your withholdings to produce more immediate income throughout the year, which will reduce your refund return at the end of the year

WHEN YOU FILE

•  You must disclose all of your assets and all of your debts, and your tax refund is an asset. Bankruptcy fraud is a serious crime.

•  Maximize the bankruptcy exemptions on your refund and in most cases, you will be able to keep it.

AFTER YOU FILE

•  If your refund is exempt, the money is yours to keep.

•  If your return must be surrendered, the trustee in your case will directly notify the IRS, and you will likely never even see the money.

Chapter 13 cases can be a bit more complicated. If you have a confirmed Chapter 13 Plan that requires repayment of only a percentage of your debt, your trustee will likely seize your refund every year over the course of your bankruptcy, using the proceeds to increase the payout to unsecured creditors.  Income tax refunds in Chapter 13 are considered “property of the estate,” so your trustee will want to apply this money toward payment of your Plan.

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Brookson Introduce New Specialist Services

Brookson have further enhanced their service offering in a number of key areas, with an Overseas Service, Legal Services, Company Secretarial and Tax and Accountancy Services.

Accountants Brookson understand their customers can bring with them a totally unique portfolio of circumstances that affect the way they operate. By providing access a comprehensive range of services that may be needed throughout the journey as a self-employed individual.

The Specialist Company Secretarial Service will assist Limited company customers with the maintenance of statutory records and registers, use of a registered address and a host of other services.

Their specialist tax and accountancy service recognises that everyone has different levels of complexity when it comes to tax and accountancy needs, with their professionally qualified in-house specialists on hand to help. Matt Fryer Tax manager at Brookson comments “This service ensures that Brookson is a “one stop shop” for all customers’ tax and accountancy needs, whether related to their self-employed business or not.”

Brookson’s specialist Overseas Services will be a comprehensive set of services provided to meet increasing demand for advice relating to working outside the UK. This specialist service allows customers to take care of their continuing UK tax and accountancy obligations as well as introducing them to a business partner who will provide a compliant overseas solution. With the current economic climate encouraging more self employed freelance professionals to consider projects outside of the UK, the government is intent on tightening the tax regime covering overseas work, therefore making it even more essential than ever to seek professional advice.

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Brookson Release iDirector Their 1st iPhone Application

iDirector is a new iPhone application developed to provide freelancers 24/7 access to their account. Limited Company accountant Brookson, have invested in this new technology to further enhance the service available to their customers. This new innovative app will allow customers to:

Brookson Release iDirector Their 1st iPhone Application

• Create and submit invoices via their iPhone.
• View invoice statements and email direct to their email address outlining how much they can pay themselves.
• Confirm their dividend payments.
• View their latest cash statement from Brookson which outlines their company’s financial position.

This is going to be first in a long line of new innovations to the Brookson service with iPhone apps being developed for their Umbrella company customers called iPAYE and for their Sole Trader customer s called iSolo.

Brookson have also committed to developing similar applications on other platforms such as Android, Windows Mobile and Blackberry to ensure they are catering for the whole smart phone market and the majority of their customer base.

Brookson are investing in a robust and efficient technology infrastructure in order to drive the online and m-commerce innovation that is currently being experienced by their customers. This investment is necessary if Brookson are to achieve their strategy of significantly increasing their market share of the self employed accountancy market.

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Brookson Has Announced The Appointment Of Some Key Positions Within Their Information Systems Department

Accountancy and umbrella company provider Brookson, has appointed new IS Manager Robin Candy, Support Manager Gerrard Singleton and Project Manager Craig Russell.

These appointments are central to the implementation of a number of new initiatives currently being undertaken by Brookson, including the recent introduction of Microsoft Dynamics CRM system, which allows the virtualisation of 24 servers down to 6 and upgrading software business wide. The changes are all intended to improve the current service offering to their 9000 customers working through their own limited company, as a sole trader or as an employee of Brookson’s umbrella company.

Robin Candy recently joined Brookson from Morgan Stanley’s UK residential mortgage business wehere he held the position of IT director and was responsible for support, development and testing. Robin was also part of an award winning team who developed an online mortgage approval and underwriting solution that processed over £3 Billion of mortgages in the first 12 months. Robin said: “Moving to Brookson was an easy choice, due their focus on technology and aspirations to constantly improve their services.”

Gerrard Singleton has arrived after previously working for Cegedim Rx in Leyland and brings with him of 15 years experience in IT Support. “Working for a progressive company who continue to use cutting edge technology is always attractive to anyone working in IT,” said Gerrard. “I’m looking forward to developing not only Brookson’s service offering but also the skills and capabilities of the team in general.”

Craig Russell has been working in Programme Management for over a decade and has worked for a number of large projects including implementing SAP in 38 entities across 7 European Countries. Craig sees his role at Brookson as being ‘to provide the necessary controls and infrastructure that are vital for projects to succeed.’

Brookson’s service is ideally suited for individuals looking to set up in business, either as a sole trader or through a limited company. Small business owners often require more support from their accountant than just the completion of year-end accounts and tax returns. Brookson provide a variety of online tools, such as financial statements, that keeps the business owner in financial control of their business and working compliantly.

Brookson recognise technology has an essential role to play in delivering next generation accountancy services to the self-employed. They believe that the skills required by a modern accountancy business go well beyond accountancy skills alone; the modern accountancy business requires the expertise of individuals that are able to build and support an IT infrstature for both operational service delivery as well as online customer facing service delivery. These latest appointments significantly strengthen Brookson’s Information Systems skill base.

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Brookson Has Embarked Upon A Major Infrastructure Upgrade Program With The Introduction Of A Number Of New Products

The accountancy support services provider and Umbrella Company has recently introduced 2010 versions of Microsoft exchange and Microsoft SharePoint. The introduction of Exchange will provide more integrated communication and improved efficiencies regarding emails around the business, while SharePoint provides a far more dexterous document management capability, consolidating the way Brookson store documents, information and consequently how they manage data.

The project also sees the virtualisation of more than 24 physical servers onto 6 virtual hosts. This provides a number of benefits such as less power consumption due to reduced need for cooling the servers, faster deployment of applications business wide, easier maintenance and increased reliability.

These changes are intended to improve the efficiency of the services provided by Brookson to its 9000 customers working through a Limited company, as a sole trader or as employees of Brookson’s umbrella company.

Lee Kingshott, Information Systems Director at Brookson, commented, “New technology is something Brookson continue to invest in. With our current aspirations to revolutionise the accountancy market, improving our in house technology is critical to improving our customer experience and these recent changes are another big step in further enhancing our services.”

Paul Sweeney, Managing Director at ANS Group added, “ANS Group aim to provide cutting edge technology solutions to our customers and it’s great to work with forward thinking organisations such as Brookson. Our solutions are focused on improving business efficiency and enhancing the end user’s productivity and collaboration experience.”

Brookson is investing in a robust and efficient technology infrastructure in order to drive the online innovation that is currently being experienced by its customers. This investment is necessary if Brookson is to achieve its strategy of significantly increasing its market share of the self employed accountancy market.

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Brookson Announces Partnership With Liveperson

Brookson, a specialist accountancy and support services provider has chosen Liveperson as a strategic partner to provide live web chat capabilities for Brookson’s website.

Brookson Announces Partnership With Liveperson

The software allows Brookson’s new business consultants to interact with prospective customers as they browse Brookson’s website. Prospective customers invariably have questions on a wide variety of issues that need to be answered before making a decision about whether self employed working is for them. Self employed working may not be the best option; working through Brookson’s umbrella company is a popular option. Liveperson allows consultants to expand on the guidance provided online so visitors can make an informed choice about the way of working that suits their individual needs.

With Liveperson Brookson’s consultants are able to engage with prospective customers as they read the website page by page. Brookson want to make life simpler and easier for Limited Company and sole trader professionals therefore they are looking to engage in a way that best suits the individual. Some individuals prefer to chat online because it may be impractical to have a conversation at that time or it may be that online chat is their preferred method of contact.

Head of New Business, Andrew Sloan commented: “In today’s climate, self employedprofessionals browse the internet to find accountancy services. By utilising this contact method, discussing the content as they read through the website, we are able to provide prospective customers with a clear understanding of why Brookson is so different to the services offered by a traditional high street accountant.”

This latest service improvement is another in a long line of technological enhancements to the Brookson service in recent months. Brookson’s stated strategy is to “revolutionise the small business accountancy market” and the web plays a significant part in this strategy both in terms of winning new customers and servicing the needs of existing customers.

Brookson’s service is ideally suited for individuals looking to set up in business, either as a sole trader or through a limited company. Business owners often require more support from their accountant than just the completion of year-end accounts and tax returns. Brookson provide a variety of online tools, such as financial statements, that keep the business owner in financial control of their business and working compliantly. Online chat complements a service that relies on clever use of the web.

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Brookson Introduce New Opal Telecom Telephone System

Brookson has installed a new Opal Telecom telephone system, including Mitel hardware and software, across its whole business.

Brookson, a leading accountancy and umbrella company services provider, has introduced this new system to improve their customer services offering.

The new Mitel 5000 CP system allows Brookson to route calls more efficiently to the relevant experts and ensure callers receive a hassle free experience when contacting different areas within the business. The software also provides more reporting capabilities including monitoring calls and call volumes.

The move will also ensure self employed specialist accountants Brookson maximise their call efficiencies as the new software will allow simultaneous running of both PCs and the telephone system on one network.

Head of Customer Services, Peter Metcalf commented: “The introduction of this new technology is a massive step forward in terms of our service offering, allowing the business to manage increased call volumes more efficiently, ultimately leading to an even more professional service.”

Brookson’s service is ideally suited for individuals looking to set up in business, either as a sole trader or limited company, who often require more support from their accountant than just the completion of year-end accounts and tax returns. Brookson’s revolutionary approach to accountancy reduces the administrative burden of day to day bookkeeping and the time consuming administration for our customers. Brookson do the accounting so their customers do not have to. Key to its successful ‘day to day’ service is a dedicated Customer Service Team that speak to customers on a regular basis providing specialist accountancy advice. As a result, Brookson has considerable call volumes to manage on a daily basis.

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Brookson Has Improved Its Identification Assessment Process By Introducing Experian Software For Its Customer ID Checks

Brookson, a leading accountancy, tax and support services provider to the self employed, has selected Experian as the ideal partner for its Identification Software. Experian’s Authenticate Pro and Validator Plus products will be used to verify the new customers and will dramatically reduce the time it takes Brookson to complete their customer take on process.

Brookson Has Improved Its Identification Assessment Process By Introducing Experian Software For Its Customer ID Checks

Brookson’s umbrella company customers work with a wide range of recruitment businesses. The Experian partnership enables Brookson to continue to be a compliant service provider while meeting the speed of set up required by both its contractor customers and the recruitment businesses. If contractors are delayed in taking up opportunities it costs the contractor and the agency money.

Authenticate Pro accurately verifies the identity of new customers by referencing applicant details against Experian’s data sources to obtain a ‘pass’, ‘fail’ or ‘refer’ with regards to their identity. Where a ‘fail’ or ‘refer’ is signalled, a supporting tool called Validate Plus performs a remote check on information contained in official documents, such as a passport number, without the customer having to part with these.

Andrew Sloan, Head of New Business at Brookson, explained: “Introducing new and innovative solutions is something Brookson continue to demonstrate across both its limited company and umbrella company service lines. This latest addition will further streamline our joining process, in many cases allowing customers to join on the same day, provided relevant checks are passed.”

Stuart Johnston, Managing Director at Experian QAS added: “The authentication process plays a crucial part in improving business efficiencies in the financial services market: it affects the customer experience, the staff workload and the compliance levels of the company. It’s great that Brookson is integrating our product range so effectively, combining Validate Plus and Authenticate Pro to offer efficient and rapid validation of customer details and make the customer acquisition process less of a headache.”

With more initiatives in the wings, Brookson is looking to significantly increase its customer base across all services lines and continue to improve the quality of service it provides to limited company, sole trader and umbrella company customers. The new Experian software will make the joining process more efficient while delivering a better joining experience for the customer.

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Brookson Completes 2010 Strategic Recruitment Programme

Brookson, a leading tax accountant and support services provider, has completed its strategic recruitment drive to help strengthen its existing senior team in preparation for extensive 2010 growth plans.

The senior management team appointments consist of new sales and marketing director, Chris Bowden, head of group marketing, Sandi Rowley, and head of new business, Andrew Sloan. These sales appointments together with recent appointments in operations and IT build on Brookson’s tax accountant expertise to create a team with the appropriate depth of experience to achieve its growth plans.

Chris Bowden, 42, has over 20 years experience in global logistics, specialising in corporate account management and sales. Chris joins from FedEx where he managed large multinational, global accounts including Rolls-Royce, Microsoft, Dell and HP.

Appointed to communicate the development and modernisation of Brookson services through numerous new marketing channels, Chris will reaffirm Brookson’s commitment to support its customers with the latest technological innovations.

Chris will be challenged with building multi channel strategies across all Brookson service lines including limited company, sole trader and umbrella company service lines.

Sandi Rowley is a highly accredited B2B marketer and joins the Brookson team from Alliance and Leicester commercial banking, with over 21 years of direct marketing experience in the finance industry. Tasked with ambitiously growing the business through the integration of key marketing channels, Sandi will be using direct and digital strategies to support new initiatives that will position the company at the forefront of accountancy services. Sandi’s experience at A&L marketing products and services to entrepreneurs looking to set up a business will be invaluable to Brookson.

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Brookson Launches New Healthcare Initiative For Customers

Brookson has launched a new healthcare initiative with health and wellness care provider Bupa.

Brookson Launches New Healthcare Initiative For Customers

Brookson, a leading tax accountant and support services provider, has negotiated an exclusive discount with the leader in health and wellness care, Bupa, for private medical insurance.

The 25 per cent discount is applicable to Brookson customers and their immediate family to provide peace of mind now and in the future. This initiative is available across all Brookson’s service lines which include self employed customers working through their own limited company, or as a sole trader, as well as customers working through Brookson’sumbrella company as employees.

Andy Linaker, strategic business manager of Bupa, added: “Self-employed individuals are some of the most vulnerable workers in the marketplace when it comes to illness or accidents. With their focus often around securing contracts and ensuring a regular flow of work, arranging private healthcare typically falls to the bottom of the priority list. While the UK is fortunate enough to have the NHS, it is important not to underestimate the impact that prolonged waiting lists or extended treatment can have on the income of a self-employed individual.”

Bupa’s private medical insurance provides flexibility and swift access to treatments, with the minimum amount of fuss. By working closely together Brookson and Bupa plan to enhance the Bupa offering and create a variety of bespoke benefits for Brookson customers.

Brookson’s approach is to provide additional benefits to customers on top of accountancy advice and support services. Brookson want to provide their self employed and sole trader customers with the ability to plan ahead and minimise the impact on income as much as possible, should illness occur. Bupa recognise the challenges that self employed professionals face during periods of illness making them an ideal partner.

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Brookson Purchases The Latest In Customer Relationship Management Software

Brookson, a leading accountancy provider, has purchased the latest in customer relationship management (CRM) software from K3 Business Technology Group (K3).

Brookson Purchases The Latest In Customer Relationship Management Software

Brookson will use the system to drive new business through highly structured sales and marketing campaigns and it is anticipated that the system will assist the company to grow its customer base from the current 9,000 to 16,000 in three years time.

As a contractor accountant, Brookson is targeting self-employed professionals trading through a Limited company or as a self employed sole trader. Brookson will also target temporary workers that do not want to run their own business but would benefit from working as employees through Brookson’s umbrella company.

The new Microsoft Dynamics product replaces an in-house bespoke solution and is a major step forward in technology for the Warrington-based firm. It will integrate seamlessly with Brookson’s other Microsoft technology. This will provide a unique technological platform to support and focus the company’s sales efforts, allowing much greater levels of organisation so that each campaign is processed systematically.

Lee Kingshott, IS Director for Brookson, commented: “We recognise the benefits that an effective CRM management can give to our business and we are always looking for efficient ways to improve our systems. It is this innovative approach that has contributed to our continued success and we look forward to the ongoing development of the relationship with K3.”

“Brookson presents a perfect opportunity for utilising the latest in CRM technology. The system designed by K3 will enable the company to focus its sales activities by enabling more effective use of its extensive limited company and self employed sole trader prospect databases. Information will flow more freely throughout the company and there will be tighter integration with its other Microsoft technology,” said Maggi Fraser, general manager of K3 Business Technology Group.

The system is now in place and has been used throughout Brookson’s recent Revolution campaign, which was launched through eye-catching direct mailshots and emails, targeting those currently running their own business and those looking to set up a business. The campaign makes business owners aware of a service that is far removed from the traditional tax accountancy service they may currently use.

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Brookson Joined By New Tax And IT Specialists To Head Up Growing Departments

Brookson, a leading tax accountant and support services provider has introduced a specialist tax team led by Matt Fryer to support the increasingly wider tax advice needs of its customers. In addition, Brookson has strengthened its team with IT director, Lee Kingshott as it continues with its revolutionary approach to online support for accountancy services.

Brookson Joined By New Tax And IT Specialists To Head Up Growing Departments

Brookson recently established a sole trader service to complement their established limited company and umbrella company service lines as part of a strategy to reach a wider market place. These latest appointments are considered key in order to deliver a market leading service.

As Brookson customers include engineers, IT contractors and healthcare professionals, the specialist expertise which Matt and Lee bring to the business will help in supporting delivery of innovative solutions to these self employed professionals.

Matt, will head up the team responsible for ensuring that HMRC obligations are met and tax planning opportunities are maximised for Brookson customers. Matt is an experienced tax accountant, with nine years experience in the field of ‘personal tax advice’ following roles with PriceWaterhouseCoopers and KPMG.

Lee has a close understanding of Brookson’s market having worked as a limited company IT contractor himself. Lee joins from Surecomp Business Solutions, having also held directorships with subsidiaries of the Royal Bank of Scotland and senior positions within Barclays Bank.

Recruited to oversee Brookson’s IT operations, Lee’s main focus will be delivering excellence in customer service. This will involve the evaluation and implementation of the latest technology available and maintaining ongoing security of Brookson’s on-line services to sole traders, limited companies and to their umbrella company employees.

About Brookson
Brookson is a leading tax accountant, IR35 specialist and supports service providers through to small businesses and business start ups. Brookson supports self employed people in their chosen way of working through its limited company, sole trader and umbrella company services. As a 150 strong accountancy service, managing the affairs of over 9000 customers, Brookson is committed to offering the very best service, support and advice.

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Wisteria Chartered Accountants & Business Advisors has appointed Nick Tagg as Head of Taxation Services

Wisteria are now offering a high quality Self Assessment Tax Return service, alongside their existing services which include accountancy services, tax compliance and planning, company secretarial services and business plans.

Nick Tagg, Wisteria’s new Head of Taxation Services brings with him a wealth of experience from his time working for a large accountancy firm in the City of London, in addition to working for the Inland Revenue (now HM Revenue and Customs).

As a result, Wisteria will be better placed to continue offering corporation tax advice and compliance services, VAT registration and VAT returns, inheritance tax planning and capital gains tax planning as well as an expert self assessment tax return service.

Andrew Millet, principal of Wisteria explains: “The skills that Nick Tagg brings with him means that Wisteria can now offer a wider range of tax compliance and tax advisory services, not widely available outside the larger accountancy practices. The increasing complexity of self assessment, corporation tax and inheritance tax means that a higher standard of advice is required. Nick’s arrival means that Wisteria now has the opportunity to work with clients that have very complex tax requirements.”

Wisteria’s tax services (including personal tax advice) are comprehensive and provide not only a full compliance service but also a thorough review of the client’s personal tax exposure with tax planning in mind. In addition, clients will receive an ongoing review of their affairs to ensure that all tax saving opportunities are exploited.

For more information in relation to Wisteria’s self assessment tax services, please visit http://www.wisteria.co.uk/?q=self-assessment-uk

Via EPR Network
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EPR Accounting News is a new blog, part of EPR Network, that is going to be focused on and will be covering the accounting news and stories from press releases published on EPR Network.

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