Personal, property, business and HMRC tax enquiries
Contact Tax Accountant Exeter
Contact Tax Accountant Exeter with a short explanation of the tax matter and any filing, payment or HMRC response deadline. We will identify the appropriate service, confirm the information required and explain the fee before substantive work begins.
Contact Tax Accountant Exeter
Choose the right starting point
Contact Tax Accountant Exeter About the Underlying Tax Issue
A useful first enquiry explains what has happened and what decision, filing or HMRC response is required. The routes below show how different matters are assessed before work begins.
Self Assessment and Multiple Income Sources
Use this route for employment, self-employment, pensions, dividends, property income, capital gains, professional income or corrections to an earlier return.
Review Self Assessment servicesLandlords, Property Sales and Ownership Changes
Explain whether the issue concerns rental reporting, a proposed sale, a gift, joint ownership, non-residence, historic omissions or a company structure.
Review landlord tax servicesResidence, Foreign Income and Overseas Work
Include the arrival or departure date, countries involved, UK days, work pattern, income sources and the tax year requiring advice or reporting.
Review international tax servicesCorporation Tax, Directors and Shareholders
State whether the matter concerns company accounts, CT600 filing, remuneration, dividends, director loans, restructuring, investment, succession or a future sale.
Review company tax servicesCompliance Checks, Penalties and Appeals
Include the date of HMRC's letter, the response deadline, the tax years and taxes mentioned, and a short description of any information already supplied.
Review HMRC enquiry supportTax Disclosures and Historic Corrections
Explain the type of omitted income or gain, the approximate years involved, whether HMRC has contacted you and what records are available.
Review disclosure servicesA useful first message
Information That Helps Us Assess the Enquiry
The initial message should be concise but specific enough to identify the service, urgency and likely scope. Detailed records are requested separately after the correct route has been established.
Who or what is involved?
Identify the individual, property, company, estate, trust or HMRC matter without sending confidential documents.
Which tax year or transaction?
State the relevant tax year, accounting period, completion date, arrival date or date of the HMRC notice.
What has already happened?
Explain whether a return has been filed, an asset transferred, income omitted or correspondence already sent.
What deadline applies?
Include any filing, payment, appeal, property-reporting or HMRC response deadline shown on the notice.
Relevant to Exeter and surrounding Devon
Different Local Economies Create Different Tax Enquiries
The Exeter catchment combines a professional and institution-led city economy with surrounding districts where property, tourism, construction, manufacturing, family ownership and rural activity are more prominent.
Healthcare, university, professional and technology clients
Common enquiries include multiple employments, private income, pensions, overseas work, company ownership, share transactions, property and technically involved Self Assessment returns.
Property, tourism and private-client matters
Landlords, coastal accommodation businesses, trades, retired professionals and property-owning families often need rental, CGT, estate, gift and succession advice.
Manufacturing, construction and rural enterprises
Owner-managed companies, manufacturers, skilled trades and rural businesses commonly require VAT, payroll, CIS, capital expenditure and family-business advice.
Hospitality, property and family businesses
Tourism, construction, manufacturing, landlords and older private clients may need connected business, property, retirement and succession planning.
When there is a deadline or HMRC risk
Contact Us Before Sending a Substantive Response or Taking the Next Step
Urgent does not mean rushed. A short holding response may sometimes be appropriate, but the underlying tax position, records, statutory deadline and response strategy should be understood before detailed information or explanations are sent.
Compliance check or information request
State the response deadline and what HMRC has asked for. Do not assume every requested item should be supplied in the form proposed.
Sale, transfer or Capital Gains Tax report
Include the completion date, ownership, acquisition history and whether the transaction has already completed.
Omitted income, gains or incorrect returns
State the approximate years and whether HMRC has prompted contact so the correct amendment or disclosure route can be considered.
Advice before documents are signed
Property gifts, company changes, share transactions and business sales should be reviewed before legal ownership or contractual terms change.
What happens next?
A Clear Route from Enquiry to Engagement
The enquiry stage identifies the work. It does not require the client to upload records or commit to a service before the scope and fee are understood.
We review the summary and deadline
The message is assessed to identify the tax area, urgency and likely service route.
We confirm what work is required
We explain whether the next step is a return, calculation, advice, disclosure or HMRC response.
You receive the scope and fee
The engagement, identity checks and secure information route are completed before substantive work starts.
We prepare and explain the position
You review the final work before anything is filed with HMRC or issued as completed advice.
Contact questions
Contact Tax Accountant Exeter FAQs
What should I include in my first enquiry?
Provide a short factual summary, the relevant tax year or transaction date, and any filing, payment or HMRC response deadline. State whether the matter concerns an individual, property, company, estate or earlier tax error. Sensitive documents are not required through the initial form.
Should I send tax returns, bank statements or HMRC letters with the first message?
No. The initial enquiry should explain the issue and deadline without attaching sensitive records. After the matter has been reviewed, we will confirm which documents are needed and how they should be provided securely.
Can I contact you if I am unsure which tax service applies?
Yes. Describe what has happened rather than trying to select a technical service name. We will identify whether the next step is a tax return, calculation, written opinion, HMRC response, disclosure or an initial paid review.
What happens after I submit the contact form?
We review the summary, identify any immediate deadline and determine the appropriate service route. We then explain the information required, the proposed scope and the fee. Substantive work begins only after the engagement and onboarding requirements have been completed.
Can Tax Accountant Exeter act if HMRC has already contacted me?
Yes. Include the date of the HMRC letter, the response deadline, the taxes or years mentioned and a brief description of what HMRC has requested. Do not send a rushed substantive response before the scope of the check and the filed position have been reviewed.
Do you work only with clients who live in Exeter?
No. We support clients across Exeter, East Devon, Mid Devon, Teignbridge and elsewhere in the UK. Most assignments can be handled through secure document exchange, telephone and video meetings, with local appointments arranged where appropriate.
Ready to describe the tax matter?
Start with the Facts and Any Deadline
Use the form above, telephone or email. A short explanation is enough for the first contact; we will tell you what information is required next.