Service overview
A business tax health check is a structured review of your business tax and accounting position. It is designed to identify potential compliance risks, weaknesses in your records or processes and tax-planning opportunities that may be relevant to your circumstances.
At Accountant Bookkeeping Ltd, we carry out business tax health checks for sole traders, partnerships, landlords and limited companies throughout Bournemouth, Dorset, London and across the UK. The review draws together the main areas of business tax and accounting compliance so you can see where matters may need attention and which options may be available to you.
A health check is not an audit or an assurance engagement, and it is not a substitute for statutory accounts, tax return preparation or specialist tax advice. It is a practical review of the information available at the time, followed by a clear summary of what we found and our recommended next actions.
Where the review identifies areas that need further work, we explain what is involved and provide a fixed quotation before any additional work begins. As an AAT Licensed Accountant, we provide our services with transparent pricing and no VAT charged on our fees.
Pricing
Our Business Tax Health Check starts from £295. The final fee is confirmed by fixed quotation following an initial review of your circumstances and the areas you would like us to cover, so you know the cost before any work begins. VAT is not charged on our fees because we are not VAT registered.
Who this service is for
- Limited company directors and owner-managed businesses who would like a clearer view of their tax and compliance position.
- Sole traders and partnerships whose turnover, activity or structure has changed.
- Businesses with outstanding tax or filing matters that need to be brought up to date.
- Businesses preparing for a year end, investment, refinancing or a future transaction.
- Business owners whose tax position has not been reviewed for some time.
What we review
- Corporation Tax
- VAT
- PAYE and payroll
- Bookkeeping and accounting records
- Companies House compliance
- Director/shareholder tax considerations
- Outstanding tax or filing issues
- Relevant tax-planning opportunities
What you receive
The output you receive following a business tax health check.
Structured review
A structured review of the business tax and accounting areas within the scope we agree with you.
Summary of findings
A clear written summary of what we found, explained in plain English.
Identified issues and risks
Potential compliance risks, weaknesses and areas requiring attention that were identified during the review.
Recommended next actions
Practical recommendations and the options available to you, together with a fixed quotation for any further work.
How it works
Initial discussion
We discuss your business, the areas that concern you and the scope of the review.
Information review
We review the records and information provided, including accounting records, tax returns and correspondence from HMRC where relevant.
Findings and recommendations
We prepare a summary of our findings, the issues identified and our recommended next actions.
Agreed next steps
Where further work is required, we provide a fixed quotation so you can decide how you would like to proceed.
Information we may need
- Latest business accounts and accounting records.
- Bookkeeping records or access to your accounting software.
- VAT returns and VAT records where the business is VAT registered.
- Payroll records and RTI submissions where the business employs staff.
- Corporation Tax returns, tax computations and relevant correspondence from HMRC.
- Companies House filings and confirmation statement information.
- Details of any outstanding tax, filing or HMRC matters.
- Information about your plans for the business over the next 12 months.
Frequently asked questions
Related services
Get a free quote for business tax health check
Tell us what you need and we'll come back with a clear, fixed fee — no VAT, no obligation.