Services Questionnaire

If you are interested in joining us as a client, the first step is this short form. It doesn't commit you to anything, but enables us to start a conversation with you about how we can meet your needs.

If you are already a client of ours, or have a general enquiry please use this contact form

If you are a Yoga, Pilates or Mind/Body business then visit our daughter business YogaTax for tailored information

You will receive an email acknowledgement, and a copy for your records. (If you do not receive this you may have mis-typed your email address when completing the form.)

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Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

Telephone

Client Reference

If you are an existing / former client of Whitefield Tax / YogaTax

Have You Already Spoken With a Member of Our Team?

If so, who was that? And how? Email, phone, social media?

Do You Already Have an Accountant?

Yes

Tell Us About Your Current Accountant

This is an optional section, feel free to share any relevant details about your current accountant, and reasons why you are looking to change.

It helps us to have a nuanced discussion with you.

Please Let Us Know the Services of Interest(Required)

You can select all relevant choices

Personal Tax and Self Assessment

Landlords and Property Income

Business Accountancy and Taxation

Company Formation

Assistance in Setting Up a Business

Tax Consultancy

Other Business Consultancy

Are You UK Based?(Required)

Yes, I Am

No, I Am Not

Can You Give Details About Your Connections to the UK?(Required)

Tell Us A Bit More About Your Business and Requirements

Business / Company Name(Required)

Your Business Sector(Required)

Your Role in Business(Required)

Are You Already in Business?(Required)

Yes, I am

No, getting set up

Your Business Structure(Required)

Sole Trader

Limited Company

Partnership

LLP

Can You Tell Us More About The Services You Require?(Required)

You can select all relevant choices

Preparing and Filing Annual Accounts and Business Tax Returns

Assitance with Company Formation / Setting Up a Business

Assistance with VAT Accounting

Assistance with Making Tax Digital for Self Assessment

Regular Bookkeeping - Day to Day Transactions

Assistance with Digital Accounting Systems

Payroll

Business Advice

Other Accountancy and Tax Services

Can You Tell Us Your Annual Turnover(Required)

This is the gross income from customers and clients, before vat or expenses. An approximate figure is fine.

If you are starting a new business, an estimate of turnover.

Can You Tell Us Your Annual Profit(Required)

This is whats left after vat or expenses, but before drawings, dividends or directors salaries. An approximate figure is fine.

If you are starting a new business, an estimate of turnover.

Customers and Suppliers(Required)

Can you tell us about your typical customers and suppliers? This helps us get a better picture of your business.

Are Your Accounts and Taxes Up To Date?(Required)

Can you confirm whether your accounts and taxes are up to date, or are there issues to be dealt with shortly, eg a year end that has past

It would also be useful to know from what Accounting Period or Tax Year you require services?

Can You Tell Us Approximate Number of Transactions and the Systems You Currently Use(Required)

The more information you can give us here, the better it will help us to advise how we can assist.

It would be useful to know how many transactions you have, how many sales invoices / transactions are processed, how many expense items, and the systems and procedures in place at present along with any changes you need help with.

Can You Tell Us About Your Payroll Requirements?(Required)

Please let us know how many staff you have, and payroll cycle.

Can You Tell Us More About the Areas of Business Advice You Need(Required)

Can You Tell Us More About the Other Services You Need(Required)

Are You Likely to be Personal Service Company(Required)

There is no legal definition of a PSC, but characteristically you would be selling knowledge based services and skills to a small number of customers, maybe only one, and possibly through an agency.

Yes, I am

No, I'm not

Not Sure

Anything Else to Mention About Business Accountancy and Taxation Requirements?

Personal Taxation

Sources of Income(Required)

Can You Tell Us About Your Sources of Income?

Landlords and Property Income(Required)

Can you let us know how many properties you have, property types and approximate rental income.

Do You Need Assistance For Last Tax Year(Required)

Please let us know whether you are up to date and your enquiry is for the current of future tax year, or whether you need help for a previous tax year?

I need help for the current tax eyar

I need help for a previous tax year

I'm looking ahead and need help in the future

Anything Else to Mention About Personal Taxation and Self Assessment Requirements?

Consultancy Services

Please Give Us An Outline of the Consultancy Services You Require?(Required)

Please give us some detail of the areas you would like to explore, and the advice you need.

Anything Else You Want to Mention or Enquire About?

Join Our Mailing List(Required)

We send periodic newsetters on topical issues, and they include an unsubscribe link. We never let third parties use our database.

Our Whitefield newsletter is for our local Isle of Wight clients, other businesses, PScs/contractors, sole traders and personal tax clients.

Our YogaTax newsletter is for people in the Yoga, Pillates and mind / body sector.

Yes please, YogaTax

Yes please, Whitefield Tax

No thanks

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Services Questionnaire