Cassons' silk package
Our premium service
Silk is our highest level of service in which we provide the solution to all of your accounting and personal finance needs, while minimising your tax liabilities. We’ll take care of it all for you!
'I use Cassons' Silk package and I trust them implicitly to deal with all of my tax, VAT and accounting matters. They make sure that I always know my tax liabilities well in advance so there are no last minute tax surprises. I very much appreciate the convenience of a fixed fee and no unexpected bills.'
With Silk, we simply deal with everything for you. You let us have your invoices, receipts and statements, and we will deal with everything else! This means that we will take care of your bookkeeping, prepare your VAT returns, produce your accounts and complete your tax return, giving you time to concentrate on other matters.
But more than that, we will look at you as an individual taking into consideration more than just your accounting compliance. We’ll review your tax liabilities and give advice on your options to minimise your tax bill. We'll make sure you understand the options open to you, including incorporation. You can be assured that we can estimate your tax bill every quarter so you know what your year end tax liability is likely to be.
We will also advise on all elements of your personal finances such as your pension, investments and even your mortgage, looking at your short, medium and long term requirements. This service is provided through Cassons Financial Planning Limited.
We will look after all of your necessary bookkeeping! Simply send us all of your expense receipts and payments received summaries and we will do the rest.
- Accounts and tax discussion
We will discuss your completed accounts with you and explain your tax liabilities each year.
We will complete your quarterly VAT returns, checking the figures to ensure they are consistent and as we would expect.
- Tax payment dates and reminders
We will help you to keep track of the key dates for taxation purposes during the year.
- Quarterly review summary
We can provide you with a summary for each quarter showing how much money you have made.
- Tax forecasting
To avoid worries for future tax bills, we can provide a tax forecast of estimated future liabilities for up to 24 months in advance.
- Xero accounting software
Your records will all be kept on Xero cloud based accounting software which you will also be able to access at any time and from any internet enabled device.
- Tax planning review
Once we have completed your accounts and calculated your tax liabilities, we will carry out a comprehensive review of your tax planning options, looking to mitigate or defer your tax bill.
- Year end accounts
We will prepare your annual accounts within 30 days of receiving the closing information from you.
- Ad hoc advice
We will discuss with you and provide initial advice on events that occur from time to time in your professional and personal life.
- Tax return
We will complete your tax return promptly upon receiving any additional information required.
We'll send confidential information to you electronically via docSAFE which is a secure client portal facility. Your documents will be accessible via mobile devices as well as PCs.
- Personal financial planning
We will meet with you to review your overall personal financial planning to develop a co-ordinated approach to your finances. This includes your pension, other investments, mortgage, income protection, and life assurance. This service will be provided through Cassons Financial Planning Limited.
- Cassons Tax Investigation Service
You will be signed up for Cassons TIS which allows us to make a claim against our insurance policy in respect of our fees incurred in defending you if you are subject to certain tax enquiries.