Tax advisers - UK & US tax under one roof

Tax advice that
pays for itself.

Self-Assessment, US/UK dual tax, business succession, capital gains, HMRC enquiries and personal tax planning - all from a friendly, fixed-fee firm covering Weston, Bristol, Bath, Taunton and the wider South West. Plain English, proper answers.

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Who we help

Your situation, our specialism

Whether you're filing your first Self-Assessment or untangling a US/UK dual-tax position, the same Phinch team has done it before - and probably this morning.

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Self-employed & landlords

Self-Assessment, allowable expenses, MTD-ready records, side-hustle and rental income - handled end to end.

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US persons in the UK

Form 1040, FBAR, FATCA, Streamlined Procedures and dual-tax planning. One team for both filings, no hand-offs.

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High earners & directors

Salary/dividend mix, pension & ISA wrapper advice, capital gains planning, share schemes and EIS/SEIS reliefs.

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HMRC enquiries

Investigations, "nudge" letters, voluntary disclosures and let property campaigns - handled from first letter to closure.

Tax-year calendar

The dates worth diarising

Phinch clients get reminders, prepared returns and a same-team contact.

Self-Assessment
31 January
Online filing & balancing payment
Payment on account
31 July
Second payment on account due
CGT - UK property
60 days
From completion of sale
US tax (Form 1040)
15 April / Oct
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Tax services

All your tax, streamlined into one service

From a one-off return to a long-term plan - and a UK firm that does US tax in-house.

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Self-Assessment

UK personal tax returns prepared, reviewed and submitted. Side income, dividends, rental, pensions, foreign income - all properly captured, all reliefs claimed.

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US tax (Form 1040, FBAR)

For Americans in the UK and Brits with US ties. Form 1040, FBAR, FATCA, PFIC, Streamlined Procedures and dual-tax planning - all in-house.

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Accounts & year-end

Sole trader and limited company accounts prepared, reviewed and filed - tied straight into your tax return so nothing slips through the gap.

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Personal tax planning

Year-round advice on salary/dividend mix, pensions, ISAs, EIS/SEIS, BADR and other reliefs to reduce your effective rate of tax - legally.

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Capital gains & property

UK property CGT 60-day reporting, second-home and incorporation planning, spouse transfers and disposal-timing strategy.

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HMRC enquiries & disclosures

Investigations, "nudge" letters, Let Property Campaign, Worldwide Disclosure, COP9 - represented and resolved start to finish.

A proper review, not a tick-box

Book your free 30-minute tax review

Pick a time that suits you. A qualified adviser will walk through the things that actually move the number on your tax bill - no sales pitch, no tick-box.

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Opens our online booking calendar - your slot is confirmed by email in minutes. Prefer to talk? 01934 404000.

Why Phinch

Tax advice that actually makes sense

Founded in 2016 in Weston-super-Mare. Today we look after individuals and businesses right across the UK - from Bristol, Bath and Taunton to Minehead, Cheltenham, Gloucester and beyond.

20+

Years' experience

Trusted with personal & business tax

UK + US

Dual-tax in-house

One team for both filings

100%

Fixed-fee pricing

No hourly clock, no surprise bills

★★★★★

Five-star reviews

From clients across the South West

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What our clients say

Real words from real Phinch clients

★★★★★

Phinch is a fantastic company. Especially David Parmenter and Sebastian Hassan-Ally who are responsive, proactive and very good at what they do. I am very pleased I engaged this team.

Mike Herford
Phinch client
★★★★★

Just incredible. So responsive, detailed but without losing you with technical jargon and really answered my questions. Will recommend time and time again! Simply the best!

Rahul Moodgal
Phinch client
★★★★★

Highly professional and approachable, always at the end of the phone if we've had any questions. Wouldn't hesitate to recommend.

The Pear Orchard Grill
Phinch client
Get tax advice

Tell us about your tax situation. We'll point the way.

Send a quick message or book a 30-minute call straight into the diary. Either way, no obligation, no jargon, no upselling.

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Prefer to talk now? 01934 404000

Free tax review

Send a message or book a call - your choice.

Common questions

Tax advice: FAQs

Any time you've got more going on than a single PAYE job. The usual triggers: side income over £1,000, rental property, dividends, capital gains, US/UK dual exposure, share option exercises, an inheritance, a director's loan, or an HMRC letter you don't fully understand. The fee is almost always smaller than the tax you save or the penalty you avoid.
Yes - and unusually for a UK regional firm, we do it in-house. Form 1040, FBAR, FATCA, PFIC reporting, Streamlined Procedures for late filers, and full UK/US dual-tax planning. One team, one fee, no awkward hand-offs between two firms in two countries.
Don't panic, don't ignore it, and don't reply on your own. HMRC's "nudge" letters, formal enquiries (Code 8/Code 9), Let Property Campaign letters and Worldwide Disclosure prompts each have very specific deadlines and right-of-reply procedures. Phone us within the day - we'll tell you exactly what's needed and represent you start to finish.
We work on fixed fees. A standard UK Self-Assessment typically starts around £180 + VAT; a US 1040 from £450 + VAT; personal tax planning is quoted by the project. You'll always know the price before any work starts - and most clients save more than the fee in the first year.
Yes. We deal with late returns every week. Once filed, we can also help you appeal penalties where there's a reasonable excuse, set up a Time to Pay arrangement with HMRC, and get future filings well ahead of the deadline so it doesn't happen again.
Ready when you are

Stop overthinking your tax. Get a qualified adviser on the phone.

One free 30-minute call. We'll review your situation, flag the savings and quote a fixed fee. No pressure, no jargon.

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