Business Details
27 Years
experience
Trusted Accountants in Hertford
Established in 1999, Toptax Ltd PTS has built a reputation for delivering tailored tax and accountancy services to both individuals and businesses. Our team, led by Director Jackie Gates and supported by experienced consultant Martin Evans, combines decades of expertise with a client-focused approach. We specialise in personal tax compliance, business tax strategy, and accounts preparation, serving clients through referrals and professional partnerships.Our free initial consultation and transparent pricing ensure clients understand costs upfront, with flexible payment options available. Based in Hertford, we prioritise efficiency and professionalism while maintaining a relaxed atmosphere for all clients.
Services
Personal Tax
Business Tax
Accounts Preparation
VAT Registration
Payroll Processing
Details
- Year established: 1999
Highlights and features
- We offer a free initial consultation with transparent fee quotations
- Our team combines decades of experience from former and current directors
- Flexible payment plans through standing orders are available
- Most clients come through trusted referrals from satisfied customers
- We specialise in both personal and business tax compliance solutions
Services
Personal Tax
Our personal tax service helps individuals manage self-assessment, PAYE codings, capital gains, and inheritance tax matters efficiently. Clients receive comprehensive support with HMRC compliance and documentation. We provide clear guidance on tax planning and financial obligations, ensuring complete accuracy and timeliness.
Business Tax
Business tax solutions cover corporation tax compliance, start-up advice, and payroll processing for small companies. We handle Companies House filings and statutory requirements with precision. Our service includes strategic tax planning to optimise business financial health while maintaining full regulatory compliance.
Accounts Preparation
We prepare accurate accounts for sole traders, partnerships, and small limited companies with meticulous attention to detail. Our service includes VAT returns and lettings statements preparation. All work is completed efficiently while ensuring compliance with current accounting standards and regulations.
VAT Registration
Our VAT service handles registration, online filing, and compliance for businesses of all sizes. We provide expert guidance on VAT obligations and reporting requirements. Clients benefit from streamlined processes and accurate submissions to HMRC, minimising administrative burdens.
Payroll Processing
We manage complete payroll services including payslip generation, RTI submissions, and year-end returns. Our system ensures accurate PAYE record-keeping and compliance with HR requirements. Employers receive reliable support for all payroll-related HMRC interactions and statutory reporting.
People
Jackie Gates
Director
Jackie Gates leads Toptax Ltd PTS with extensive tax advisory experience, specialising in personal and business compliance solutions while maintaining strong client relationships through clear communication.
Martin Evans
Tax Consultant
Founder and former director Martin Evans provides expert tax consultancy, focusing on specialist areas including inheritance tax planning and expatriate taxation with decades of industry experience.
Hazel Morgan
Accounts and VAT Preparation
Hazel Morgan manages accounts and VAT compliance work, delivering accurate financial reporting while ensuring clients meet statutory obligations efficiently and without unnecessary complexity.
Sue Lythaby
Office Manager
Sue Lythaby oversees office operations, ensuring smooth administrative processes and client support while maintaining the firm's commitment to professional service standards.
Annette Funnell
Administration
Annette Funnell manages administrative tasks with precision, supporting the team's efficiency while maintaining excellent client communication and organisational standards.
Questions
What personal tax services do you offer?
We handle self-assessment returns, PAYE coding reviews, capital gains tax calculations, and inheritance tax planning for individuals in Hertford and surrounding areas.
Can you assist with business tax compliance?
Yes, we provide corporation tax returns, payroll processing, and statutory compliance services for small businesses and limited companies.
Do you offer payment plans?
We accept standing orders for larger annual fees, allowing clients to spread payments throughout the year with no hidden charges.
How experienced is your team?
Our team combines over 40 years' experience through Jackie Gates, Martin Evans, and specialist staff handling tax and accounting matters since 1999.
Are you regulated by any professional bodies?
We're not FSA-regulated but maintain professional standards through regular training and adherence to HMRC compliance requirements.
What areas do you serve?
Based in Hertford, we serve clients across Hertfordshire and surrounding counties with both in-person and remote support.
Reviews (1)
Hande O.
Dec 14, 2020
Report
I have been in contact with Jackie who was extremely insightful on small business owner taxation and explained things in an easy-to-understand manner. I'd highly recommend them.
