If you need help with your accounts, business tax, corporation tax or self-assessment return then get in touch today. Based in Sandhurst, Susan Wheeler Accountants is a practical, friendly firm of Chartered & Accountants who provide accountancy and taxation services to clients across Surrey, Hampshire, and Berkshire.
Our goal is to provide competitively priced tax and accountancy services to business and individuals in a way they can understand. This means no jargon, just customer-friendly assistance to help our clients avoid costly taxes wherever possible and to understand their own accounts and how their business is performing.
Our goal is to provide competitively priced tax and accountancy services to business and individuals in a way they can understand. This means no jargon, just customer-friendly assistance to help our clients avoid costly taxes wherever possible and to understand their own accounts and how their business is performing.
Services
Susan Wheeler ("Sue") is a fully qualified (FCCA) accountant, who has been helping clients with their tax and accounting affairs since 2003. Motivated to help small businesses and individuals Sue set out to create Susan Wheeler Accountants. Running her own business, Sue fully understands how precious time is for business owners, which is why it is her goal to remove the difficulty of time-consuming accounting and tax compliance for her clients.
Sole trader, partnership & letting accounts for the completion of self-assessment tax returns. Company accounts to file with your corporation tax return and abridged accounts to file at Companies House minimising the information made public. I will always explain your accounts to you and look for ways to minimise your tax liabilities.
Unless you are trained in accounting and financial reporting the sensible answer is yes. Doing it yourself can be a false economy. If your accounts are incorrect they will be rejected by Companies House. Your accounts also form the basis of your corporation tax return and mistakes could end up costing you tax.
Management accounts aren't mandatory, but they can be key to the success of your growing business. Unlike annual accounts management accounts provide up to date information about how your business is performing. They're usually produced on a regular basis - monthly or quarterly. They can be used to monitor your efforts and assess the impact of any significant changes you have made to your business.
If you a running a small business you may feel quite comfortable preparing your own accounts or the figures to include in the self employment pages of your tax return. However accounting and tax are specialist areas and it's easy to make mistakes. Using an accountant and tax adviser may not be as expensive as you think.
Reviews (10)
Michael Gumley
Dec 16, 2021
Report
Ian Kuehnel
Dec 14, 2021
Report
Very knowledgeable and efficient in our dealings and extremely approachable. Sue is always happy to explain information and offer guidance when completing tax returns and our accounts at what I believe to be a very affordable cost. The information I have needed and work completed by Sue has always been of an excellent standard and provided promptly. Very happy to recommend.
Steve White
Dec 30, 2020
Report
Fernand Durler
Dec 06, 2020
Report
It’s quite rare for an accountant to offer a home visit on first assessment and rapidly following up daily with meaningful online dialogue ! The bonus being actually getting money back and all sorted within a week👍👍 Wishing you all the best with your practice Sue you deserve a big applause and thankful for your personal touch!
Ronald Dobbin
Nov 06, 2020
Report
My wife and I recently had to sell a 2nd property we had owned for many years and had rented out for a period of those years. We had no knowledge of Capital Gains Tax. I tried many local Tax experts who wanted to charge excessive amounts for the work. Then found Sue who is knowledgeable, friendly, efficient and very reasonable. This tax is complex and I would not now attempt a DIY solution as there is a lot involved and a good accountant will save you money. Sue guides you through it and makes it very straight forward . Her deep understanding of what can and cannot be claimed was a massive help
Alix De Mauny
May 24, 2020
Report
Positive: Professionalism, Quality, Responsiveness, Value
Sue prepared my personal tax return, including preparation of rental income and EIS relief. She gave very clear guidance and instructions on what was required and was also clear about the timeframes involved. She was responsive and a pleasure to deal with. Her rates are extremely reasonable. I am happy to recommend her.
Sue prepared my personal tax return, including preparation of rental income and EIS relief. She gave very clear guidance and instructions on what was required and was also clear about the timeframes involved. She was responsive and a pleasure to deal with. Her rates are extremely reasonable. I am happy to recommend her.
Nichola Brunt
Aug 23, 2019
Report
Marion Charlton
Jun 16, 2019
Report
Dawn Lees
Jun 12, 2019
Report
We have known Susan a number of years and to find an accountant like Susan is such a relief as she has always given us her best advise and so much help with our company accounts. Susan prepares our Company Accounts and Corporation tax returns, and at the moment she is helping with Making Tax Digital with us and giving us guidance and giving us a step by step guide to everything we need to be doing.
Her experience and knowledge with account matters is superb and her service she provides makes our business run smoothly and takes all the hassle out of our hands when it comes to managing our accounts
Her experience and knowledge with account matters is superb and her service she provides makes our business run smoothly and takes all the hassle out of our hands when it comes to managing our accounts
Connected
Aug 27, 2018
Report
Very thorough and professional work on the preparation of my Limited Company accounts and Corporation Tax return. This was Susan Wheeler Accountants first year working on my accounts following a decision to change accountants. Sue found a way to reduce this years Corporation tax bill. She also took the time to explain an issue she found with my national insurance record (a legacy from my previous accountant) - now corrected thanks to Susan Wheeler Accountants. Recommended!
