Accountants And Tax Advisers In The South West

Accountancy & tax services for businesses and individuals

Financial Statements

Accurate financial statements and statutory accounts, prepared on time to meet Companies House and HMRC rules and clarify business performance.

Corporate Tax Compliance

Stay ahead of deadlines with accurate corporation tax returns, CT600 calculations, relief claims and compliant filing with HMRC.

Management Accounts

Turn current financial data into better decisions with tailored management accounts, cash flow insights, KPIs and monthly or quarterly reviews.

UK Self-Assessment

Stress-free UK Self Assessment support for the self-employed, directors, landlords and people with multiple incomes, filed accurately and on time.

US Tax Compliance

Specialist US tax return and FBAR support for American expats and UK investors, covering worldwide income, foreign tax credits and treaty advice.

UK Personal Tax Advice

Personalised UK tax planning to minimise liabilities, maximise savings and support tax-efficient investment, retirement and estate decisions.

VAT Compliance

Keep VAT accurate and compliant with expert registration, return filing, Making Tax Digital, cross-border advice and HMRC investigation support.

Company Reorganisations

Tax-efficient company reorganisation advice for takeovers, succession, demergers, share restructures, asset transfers and HMRC clearances.

Business Advisory Planning

Tailored business advisory and planning for stronger strategy, cash flow, risk control, operational efficiency, growth and succession.

About us

Your partner in business

Our accountancy professionals and tax advisors work as true partners to you and your business. We’re available year-round with clear advice and practical support to help you thrive and grow.

Our Locations

Accountants & tax advisers across the South West

Based in Weston-Super-Mare, we support businesses and individuals across Somerset, Bristol and the wider South West

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Specialist support from experienced tax advisors

US Taxation

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US Taxation

Whether you are a US Citizen, Green Card holder or you simply own assets based in the USA, you will be required to complete and file an Annual US Tax Return.

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Business Lifecycle

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Business Lifecycle

From starting and growing a business to restructuring or planning your exit, every stage brings new financial and tax considerations.

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UK Personal Tax Advice

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UK Personal Tax Advice

Personalised UK tax advice on inheritance, property, rental income, capital gains, investments and more, with clear guidance tailored to your circumstances.

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Testimonials

What our clients say about us

Google
Maggie Whittingham profile picture
Maggie Whittingham
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I was not a client, but Seb of Phinch & Co was willing to give me his time and advice, on a specific point, for free. I am extremely grateful for his help.
Google
georgina doutre profile picture
georgina doutre
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Greg and I would like to say a huge thank you for making the Capital Gains Tax return process as stress-free as possible. You were incredibly friendly, approachable, and accommodating whenever we had questions, and your responses were always prompt and helpful. The platform you provided via the app was excellent—really intuitive and easy to use. The payment links made settling the tax straightforward, and the invoicing process was equally seamless. From start to finish, the entire process was handled exceptionally well. The system you have in place is outstanding, and the level of service we received was first class. We would also like to extend our thanks to Jasmine, who was superb as our initial point of contact. She was professional, supportive, and a real credit to your company. Overall, a fantastic experience—we wouldn’t hesitate to recommend your services.
Google
Gregory Doutre profile picture
Gregory Doutre
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Seb and Jasmine at Phinch have been absolutely superb throughout our Capital Gains Tax needs. They made the whole process stress free and the APP they use for correspondence and documents works perfectly and saves on time. However they were always prompt in replying to any queries we had. I would highly recommend them for any of your tax needs. Super friendly bunch that take all the stress out of a process that can be quite daunting. Keep up the good work team.
Google
Chris Ashworth profile picture
Chris Ashworth
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
These guys were fantastic. I emailed them on Thursday about an identity verification issue, and although the person I initially spoke to wasn’t working on Friday, the rest of the team stepped in straight away. They responded quickly and handled everything efficiently — the whole thing was sorted within a couple of hours. Excellent service and great communication throughout.
Google
Linda Butt profile picture
Linda Butt
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Today I met Dave and Sebb, both of which were friendly and professional. I wouldn’t hesitate to tell anyone to go to these guys for advice and help.
Google
Richard Rydzak profile picture
Richard Rydzak
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I’ve been a client for many years now and can 100% vouch for the outstanding service from every staff member. For courteous, thorough, professional, promptness, and generally nice people to deal with, you can’t beat the good folks at Phinch! Richard R
Google
John Steels profile picture
John Steels
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Phinch support / and advice was excellent in finalising and completing my UK tax return which included Capital Gains reporting linked to USA share sales. This resulted in smooth clear resolution completed within the agreed timescale.
Google
Taylor Belchak profile picture
Taylor Belchak
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Phinch has been so supportive in helping me navigate taxes as a US ex-pat living in the UK. They keep me up to date on relevant changes that may affect me specifically and are easy and reliable to work with during tax season.
Google
Russell Cotter profile picture
Russell Cotter
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Phinch Associates have been my accountants for many years. Always helpful and understanding. Very good listeners prior to putting things into action. I recommend them if you want Accountants who give you peace of mind with your accounts and tax affairs. Russell Cotter
Google
Lindsay castellana profile picture
Lindsay castellana
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Super efficient.

Request a free consultation

If you want to contact us right now, please call us on 01934 404000
Or send us a message using the contact form below.

    Frequently asked questions

    What services do our accountants and tax advisers offer?

    Our accountants and tax advisers support businesses and individuals with annual accounts, corporation tax, Self Assessment, VAT, payroll, management accounts, tax planning, R&D tax credits and specialist UK and US tax matters. We tailor our advice to your circumstances rather than offering a one-size-fits-all service.

    Do I need an accountant if I’m self-employed?

    You are not normally required to appoint an accountant, but professional support can save time, help you meet HMRC requirements and ensure you claim the expenses and tax reliefs available to you. Our accountants can also help you decide whether remaining a sole trader or forming a limited company is appropriate.

    When should I appoint an accountant for my business?

    It is worth speaking to an accountant when you start trading, employ staff, register for VAT, form a limited company or become unsure about your tax responsibilities. Working with accountants and tax advisers early can help you avoid errors and build better financial processes from the beginning.

    Do I need an accountant for a limited company?

    Using an accountant is not generally a legal requirement, but most limited companies benefit from professional support. We can prepare annual accounts, submit corporation tax returns, support Companies House filings and advise on tax-efficient remuneration for directors.

    How can your tax advisers help my business?

    Our tax advisers review your business structure, profits, investments and future plans to identify legitimate tax-planning opportunities. This may include available reliefs, capital allowances, remuneration planning, R&D tax credits and advice about growing, reorganising or selling your business.

    When must I submit my Self Assessment tax return?

    Online Self Assessment returns must usually be submitted by 31 January following the end of the relevant tax year. Preparing early gives you more time to understand the amount due, correct missing information and plan for payment. View the assessment here

    Should I operate as a sole trader or limited company?

    The best structure depends on your expected income, business risks, administrative responsibilities and long-term plans. Our accountants and tax advisers can explain the tax and practical implications of each option so you can make an informed decision.

    Can Phinch help with both UK and US tax?

    Yes. Phinch provides UK tax advice alongside specialist support for US citizens, Green Card holders and people with US income or assets. Our tax advisers can help you understand your reporting responsibilities and coordinate UK and US tax matters where they overlap.

    Can you help me switch accountants?

    Yes. Changing accountants is usually straightforward. Once appointed, we can contact your previous accountant, request the necessary professional information and help transfer your records with minimal disruption.