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David Grant
Chartered Accountants |
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Terms: |
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1. Reconciled and properly analysed accounting records must be provided
to us at least four months prior to deadlines unless premium services are
requested. 2. One third (100% where previous delay in paying) of the
estimated fees must be cleared in advance by bank transfer, standing order, or
debit/credit card. One third of the fees are payable when the work is in
progress. The balance of cleared
funds are payable before final accounts and returns are released to clients. 3. Draft accounts are chargeable at the cost of a final set of
accounts. 4. Charges include free unlimited email advice & reasonable
telephone support. 5. Charges exclude meetings, bookkeeping, company secretarial
work, Revenue & Customs enquiries, loss relief claims, capital allowance
claims, capital gains calculations, VAT and payroll work, and personal tax
returns of the directors. 6. References to income and expenditure include disposal and
acquisition of fixed assets. 7. Where we have to undertake bookkeeping, reconciling bank
accounts or control accounts, or where there are missing records, blank
cheque book stubs or paying in book stubs or other queries, or where there is
more than one bank account (including company credit card accounts), the fee
will be increased to that applying to a higher category of business BUT this will
ALWAYS be agreed in advance. 8. Where more than one Company Tax Return is required for an
extended accounting period, the fee will be increased by one category. Personal tax returns: 9. Charges include up to four sources of dividends received and
four sources of interest received. 10. Where Capital Gains Tax pages are required, the fee will be
increased by one category for each disposal. 11. Where extra return modules are required, the fee will be
increased by one category for each module. 12. Where accounts are required (not only income tax returns),
the fee will be increased by one category. 13. Fees are reduced where several years’ returns are required. |
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THE PROCEEDS OF CRIME ACT
2002 AND THE MONEY LAUNDERING REGULATIONS 2007 Our firm, in common with
all accountancy practices, is required by the Proceeds of Crime Act 2002 and the
Money Laundering Regulations 2007 to: (1) maintain identification procedures for all new
clients; (2) maintain records of identification evidence; (3) report, in accordance with the relevant
legislation and regulations, to the Serious Organised Crime
Agency, any knowledge or suspicion of money laundering. |