Tax Teller — Batra Associates

Services / Specialist services

Pillar 03

The harder bits of tax.

CIS, HMRC enquiries, group structures, finance packs. The work where sending a trainee costs you more than the fee. We send the partner.

What's included.

CIS

Contractor and subcontractor, both sides.

Monthly CIS returns, subbie verification, gross-payment status applications, and CIS refunds chased down for limited-company subcontractors. Reverse-charge VAT for construction handled alongside.

Tax investigations

We handle HMRC so you don't.

Compliance checks, aspect enquiries, full enquiries and code of practice 9 work. We take over correspondence from day one, prep you properly for any meeting, and negotiate the close-out.

Company formation

Set up once, set up right.

Share structure, directorship, PSC register, VAT and PAYE registration, first-year accounting period choice. Cheap online formations often quietly cost more to untangle later.

Group structuring

Holding, trading, property — in the right order.

HoldCo, TradeCo and property-holding structures for owner-managed businesses. Intragroup loans, dividend flows, and exit-readiness reviewed ahead of any sale or refinancing.

Finance support

Lender packs that don't come back.

Forecasts, management accounts, accountant's references and mortgage affordability certificates — prepared to the format your lender actually wants the first time.

Director taxes

Salary, dividends, loans — reviewed yearly.

Director loan balances, beneficial-loan interest, s455 tax, optimum salary/dividend split for the tax year. Small details that add up to real money over five years.

Who this is for.

Scenario

HMRC letter on the doormat.

A compliance check landed this week. Don't answer it alone. We reply on your behalf and scope the response before you commit anything.

Scenario

Buying a second property in the business.

Before you put it inside the trading company — stop. Usually the wrong structure. We'll show you the alternatives and the exit-planning implications.

Scenario

Refinancing or selling in 12 months.

Either needs two clean years of accounts and a lender-ready management pack. Start now, not two weeks before you go to market.

What it costs.

Almost always fixed-fee once the scope is clear. Investigations and formations sit on flat fees; group-structuring work is staged so you approve the next step before you pay for it.

No hourly billing on specialist matters unless both sides agree it's the right way round.

What happens next.

  1. 01

    Send us what you have. We sign an NDA if you'd prefer.

  2. 02

    30-minute scoping call with the partner who'd run it.

  3. 03

    Written plan, fixed fee, clear deliverables and dates.

Confidential · partner-led

Talk to the partner.