Joining as a Whitefield Client

Thank you for expressing interest in Whitefield.

This page gives information to help you to decide if we are the right accountant for you, and outlines the process of joining us.

First, if you haven’t visited already, take a look at our Fees and Services Page

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


Enquire About Our Services

If you have a general enquiry about what we offer, then please send an enquiry:

Contact us by email – general enquiries

 

Starting Registration with Whitefield

If you are interested in joining us as a client then the next step is a Services Questionnaire – this doesn’t commit you to using out services, but enables us to learn a bit more about you and your requirements.

Services Questionnaire

Allow yourself a few minutes to fill this form in, but don’t worry too much about being spot on with everything – it is intended to give an overview.

On receipt of this we’ll be in touch and let you know whether we can help, and give you an idea of costs.

After this, if you want to go ahead we’ll then give you a link to the section on our website for registering with us.

Please be aware that we cannot offer advice until we have registered you as a client, including taking fulfilling Identification and Anti Money Laundering Requirements, and agreeing a Service Level.

 

Are We Right For You?

We predominantly look after our clients by telephone and email, although personal appointments are available at our office in Brading, Isle of Wight.  Walk up appointments without booking are not possible because many of our staff work from home.

We are experienced in working this way, and happily accept clients from throughout the UK, many of whom we do not meet in person; of course if you are visiting the Isle of Wight on holiday or business, and want to call in to put a face to the name, we can normally arrange to have the kettle on.

For Isle of Wight clients we are happy to arrange in person appointments, at our offices or your business, and we appreciate that this is often a good idea at the start of a new accountant/client relationship.

We are a team practice, so if its important to you to have one person doing everything, then we may not be right for you.  However we are a small team and, of course, talk to each other so there is no need to worry about contacting the wrong person in the practice.

All the Contact Details for Our Team Are Here

Read our Guide to Choosing an Accountant

Read our Guidance on Selecting Company Names

Whitefield Tax - Isle of Wight Accountants - IR35 specialists
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

To review our full Privacy and Cookie Policy please click here