The numbers arrive too late
Year-end accounts confirm what happened but do not help you set prices, manage cash or plan withdrawals during the year.
Business owners
Your accounts should help you run the business, not just report its history.
UA Tax brings company accounts, business taxes and the owner’s personal position into one advisory relationship, so today’s decisions still make sense when you extract profit, admit a shareholder or eventually sell.
- FCCA & CTA expertise
- Experience at BDO & KPMG
- Responses in hours, not days
- Fees agreed upfront
Expert perspective
Compliance is the foundation. Better decisions are the value.
A set of statutory accounts can be technically correct and still arrive too late to be useful. Owner-managed businesses need clean records and dependable filings, but they also need to understand what the numbers mean for cash, remuneration, investment and risk during the year.
We look at the company and its owners together. That means corporation tax is considered alongside salary, dividends, pensions and personal tax; a new share issue is considered alongside control and future exit relief; and a restructure is assessed against contracts, finance and the commercial reason for making the change.
The result is a relationship in which routine work creates the information needed for higher-value advice. You retain direct access to qualified advisers and receive a clear recommendation, not a list of unexplained tax rules.
When this matters
Recognise the point at which advice adds value
The best result usually comes from reviewing the position before documents are signed, money moves or a filing deadline becomes urgent.
Profit and cash feel disconnected
The business is profitable on paper, yet working capital, loan repayments, tax and drawings make cash difficult to predict.
Ownership is changing
A founder, employee, investor or family member may receive shares, and the tax, valuation and control consequences need to be understood first.
A major event is approaching
You are considering a group structure, acquisition, sale, management buyout or succession and want the business ready before negotiations begin.
The technical review
Specialist support across the business lifecycle
Use UA Tax for an integrated service or engage us for a defined technical project alongside your existing finance team.
Accounting & Tax
Annual accounts, corporation tax, VAT, payroll, bookkeeping, management information and owner tax coordinated through one plan.
Explore this service →Profit Extraction
Review salary, dividends, pension contributions, benefits and director’s loans against business cash and personal objectives.
Explore this service →Business Restructuring
Design and implement holding companies, groups, share exchanges and transfers of activities for a genuine commercial purpose.
Explore this service →Business Sales & BADR
Prepare for due diligence, test relief conditions and model the shareholder’s position before heads of terms narrow the options.
Explore this service →Shareholder Tax Planning
Plan share issues, transfers, reorganisations and employee equity with valuation and reporting requirements built in.
Explore this service →Succession Planning
Coordinate ownership, control, tax and family objectives when the next generation or management team will take over.
Explore this service →What changes the answer
The company return is only one part of the answer.
A sound recommendation reflects the trading business, the shareholders and the event horizon ahead.
- 01How much of reported profit is genuinely available as cash after working capital, debt and tax?
- 02How do the owners’ other income, pensions, family arrangements and future plans affect extraction?
- 03Does the current share and group structure support investment, risk separation and a future sale?
- 04Which records, elections or qualifying periods need to be protected now rather than reconstructed later?
How UA Tax works
A year-round relationship with defined responsibilities
The service is built around an agreed reporting rhythm and direct access when a decision cannot wait until year end.
Understand the business
We map the company, owners, systems, deadlines and plans, then agree who is responsible for each accounting and tax task.
Improve the information
We make the records dependable and agree management reporting that focuses on the figures you actually use.
Review before year end
We forecast profit, corporation tax, cash and owner withdrawals while there is still time to make deliberate choices.
Plan for what is next
We revisit structure, funding, shareholders and exit readiness as the commercial plan develops.
Questions worth asking
Frequently asked questions
Can UA Tax replace our existing accountant?
Yes. With your authority, we request professional clearance and the relevant records, review upcoming deadlines and agree a transition plan designed to avoid gaps in filing or payroll responsibilities.
Do you advise during the year or only at year end?
The relationship is designed to be year-round. The exact rhythm depends on your package, but we can include scheduled reviews, management accounts and access for decisions involving remuneration, investment or structure.
Can you provide management accounts and cash-flow forecasts?
Yes. We first agree which measures drive the business. Reporting can range from a concise quarterly pack to monthly profit, balance sheet, cash-flow and variance analysis.
Will you also prepare the directors’ personal tax returns?
Yes. Coordinating the company and owner returns gives a clearer view of dividends, benefits, pension contributions, payments on account and the timing of liabilities.
Can you work with our bookkeeper or finance manager?
Yes. We can set a clear division of responsibilities, review the underlying records and take ownership of year-end accounts, tax compliance and specialist advice.
How are fees agreed?
We define the recurring work, reporting frequency and any project work before it begins. Fixed fees are agreed upfront wherever the scope can be established clearly.
Continue exploring
Related advice
Bring the decision into focus before you act.
Start with a short initial call, or book a focused consultation if you already have a specific transaction or technical question to resolve.