I had spent the best part of 18 months trying to communicate with HMRC regarding tax returns for a client’s estate. I was tearing my hair out in frustration. Within a matter weeks of instructing James to assist me, he had registered the estate with HMRC, drawn down the necessary information and complied the necessary information for the tax returns. We were then able to swiftly finalise the estate and my client were delighted.
I cannot praise highly enough James’ diligence, determination, and eye for detail. Acting as professional executor, I instructed James to assist me with a disclosure to HMRC and the filing of multiple tax returns for an estate where income had not been reported appropriately during the lifetime of the deceased. It was only through James’ doggedness that we discovered £11,000 of missing income that had not been declared by agents acting for the client during his lifetime. James found the funds, filed the requisite tax returns and was even able to successfully appeal penalties that had accrued in the deceased’s name. The beneficiaries of the estate were hugely grateful and thoroughly impressed.
James has been our accountant for several years, and we couldn't be more satisfied with his services. He has consistently proven himself as a dependable and highly trusted advisor for our business. James's expertise in Xero has been instrumental in our financial success, providing us with invaluable insights and guidance. His unwavering support and financial acumen have played a pivotal role in the growth and stability of our business. We wholeheartedly recommend Phelan Cloud Accounting to anyone seeking an accountant who goes above and beyond.
I have always found that the insight James has provided me with regards my business goes far wider than just figures in a spreadsheet. This wider perspective has been invaluable in how I approach certain areas of my business.