Questionnaire for Personal Tax
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Email *
What is your first name? *
What is your surname? *
What is your phone number? *
What is your home address? *
Are you a UK national? *
If you are not a UK National please specify what nationality you are?
What is your main source of income? *
Have you any UK capital gains e.g. property/share sales? *
If you do have any UK capital gains, please provide details
Have you received any non-UK income or any non-UK capital gains? *
If you do have any non-UK income or capital gains, please provide details
Is this the first tax return you’ve completed? *
What years’ tax returns are currently outstanding? *
What do you anticipate your income being for the current tax year? *
Do you have buy-to-let property income? *
Our Institutes require us to carry out some checks as part of our Anti-Money Laundering procedures. So we've got a very wild card question for you!

Are you a Politically Exposed Persons (PEP - A politically exposed person (PEP) is someone who's been appointed by a community institution, an international body or a state, including the UK, to a high-profile position within the last 12 months)
 *
Do you have a current accountant? *
If you have an accountant currently, what do you pay annually excluding VAT?
If you have a current accountant, why are you looking to move?
It's very important to us that clients respond on a timely basis - when they don't, that's when we find things go wrong! So on a scale of 1 to 10 how responsive are you when your accountant contacts you (with 1 being not very ie more than one month and 10 being very ie within 1 day)?
More than one month
Within 1 day
Clear selection
Our preferred means of communication is in writing. This is because we find this more efficient and effective for both us and the client – especially as they often don’t have time for a lengthy phone call. The reality is once we’ve onboarded you as a client and you’ve settled in with us, we would rarely expect to have a phone call. Would that be an issue for you?
Clear selection
How are your tax returns submitted currently e.g. do you file your own via HM Revenue’s software? *
Our minimum annual fee (payable monthly in advance) is £750+VAT plus a one-off set up fee of £100+VAT Is this within your budget? *
How many other accountants are you intending to speak to?
None
5 or more
Clear selection
What is your annual budget for personal tax fees? *
How did you hear about us?
A copy of your responses will be emailed to the address you provided.
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