Business Details
33 Years
experience
Trusted Chartered Accountants in Alsager, Staffordshire
Established in 1993, Marshall Accountancy has built a reputation as a trusted provider of chartered accountancy and estate planning services across Staffordshire, Cheshire, and surrounding areas. Our team of qualified professionals combines technical expertise with a client-centric approach, delivering tailored solutions for businesses and individuals. With over three decades of experience, we specialise in accounting, tax planning, forensic analysis, and probate services, supported by accreditations from the Institute of Chartered Accountants in England and Wales.Our commitment to integrity, transparency, and innovation ensures clients receive reliable advice aligned with their financial goals. We prioritise long-term relationships, offering proactive guidance to help businesses grow and individuals secure their financial futures through services like wills, lasting power of attorney, and retirement planning. Our practice is built on trust, with a focus on understanding the unique challenges faced by modern enterprises and private clients.
Services
Accounting
Tax planning
Estate planning
Payroll services
Financial planning
Details
- Year established: 1993
Highlights and features
- We have over 30 years of experience in chartered accountancy and estate planning.
- Our team includes ICAEW Chartered Accountants and Society of Will Writers members.
- We offer a free initial consultation with transparent fee structures.
- We provide tailored solutions for small businesses and personal financial planning.
- Our practice combines technical expertise with a client-focused, approachable approach.
Associations and certifications
- ICAEW
- Society of Will Writers
Services
Annual Accounting
We prepare statutory accounts for businesses of all sizes, ensuring compliance with HMRC and Companies House requirements. Our service includes income and expenditure tracking, financial data analysis, and decision-making support. Clients benefit from accurate records that enable strategic planning while avoiding penalties through timely submissions.
Corporation Tax
Our experts handle corporation tax compliance, identifying allowable reliefs and structuring transactions for optimal efficiency. We calculate liabilities based on taxable profits, advise on payment deadlines, and represent clients during HMRC discussions. This ensures minimal tax exposure while maintaining full regulatory compliance for businesses in various sectors.
Lasting Power of Attorney
We assist with creating Property and Financial Affairs or Health and Welfare LPAs, guiding clients through document preparation and registration. Our service includes attorney selection advice, form completion, and certification. This safeguards future decision-making capacity while avoiding costly court-appointed alternatives through proactive legal documentation.
Financial Planning
Partnering with trusted planners, we offer comprehensive services covering pensions, investments, and protection strategies. Our approach balances risk management with growth objectives, helping clients achieve retirement goals and intergenerational wealth transfer. Regular reviews ensure plans adapt to changing personal circumstances and market conditions.
Payroll Services
We manage payroll processing, including PAYE submissions, auto-enrolment compliance, and employment rights adherence. Our service ensures accurate tax deductions, timely HMRC payments, and up-to-date record-keeping. Clients receive efficient administration that reduces administrative burdens while maintaining full statutory compliance for their workforce.
People
Emma Marshall-Birks
Founder & Fellow Chartered Accountant
With a BA in Accounting & Law and an MBA, Emma founded Marshall Accountancy in 1993 after qualifying at KPMG. She specialises in forensic accounting and estate planning, combining technical expertise with strategic business advice while leading the practice's growth.
Dan Turner
Senior Manager (ACCA)
A Chartered Certified Accountant since 2010, Dan oversees daily operations and provides tax strategy guidance. He specialises in commercial advice for owner-managed businesses, self-employed individuals, and high-net-worth clients across various sectors.
Chloe Bonnor
Accounts Manager (ACA)
Qualified as an ICAEW Chartered Accountant in 2021, Chloe manages the accounts department and supports clients with day-to-day queries. She handles client portfolios and provides Xero accounting software expertise for efficient financial management.
Carrie-Ann Farruggia
Bookkeeping & Taxation (CIMA)
With extensive finance experience, Carrie-Ann manages accounts for sole traders and SMEs. She specialises in VAT returns and cloud accounting software, offering practical solutions to businesses facing operational financial pressures.
Jackie Dawson
Payroll Manager
Jackie brings years of payroll expertise, handling HMRC compliance, auto-enrolment, and employment rights. She delivers efficient payroll administration services, ensuring timely and accurate processing for clients' workforce requirements.
Questions
What accounting services do you offer for small businesses?
We provide annual accounts preparation, bookkeeping, tax returns, and strategic financial advice tailored to small businesses across various sectors.
Do you offer fixed-fee pricing options?
Yes, we offer fixed fees for straightforward services like tax returns and wills, with transparent hourly rates for complex work.
Can you assist with estate planning documents?
We specialise in lasting power of attorney creation, probate administration, and will preparation as part of comprehensive estate planning.
Are your accountants qualified professionals?
Our team includes ICAEW Chartered Accountants, ACCA members, and CIMA-qualified specialists with decades of combined experience.
What areas do you serve?
We primarily serve Staffordshire, Cheshire, and surrounding areas with both in-person and remote advisory services.
How do you handle corporation tax compliance?
We calculate liabilities, identify allowable reliefs, manage HMRC submissions, and provide strategic advice to optimise tax efficiency for businesses.
Reviews (2)
Eve Davies
Dec 03, 2021
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Excellent advice and support from Dan and Chloe. I have worked with Marshall and Co since 2012 and have no hesitation in recommending them.
Paul Meir
Nov 17, 2021
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Dan and his staff are fantastic, really friendly and responsive, couldn't recommend theses guys enough!
