Business Details
Your Trusted Chartered Accountants in Poole
Established over 30 years ago, Peter Lucas has built a reputation as a trusted provider of comprehensive accounting and tax services in Poole, Bournemouth, and surrounding areas. Our team of Chartered Accountants combines deep technical expertise with a client-centric approach, delivering tailored solutions for small businesses and individuals. We specialise in accounts preparation, tax compliance, and business advisory services, maintaining a strong focus on accuracy, efficiency, and regulatory compliance. Our commitment to continuous professional development ensures we remain at the forefront of accounting standards and tax legislation. We prioritise personal service, offering flexible communication channels, home visits, and appointments outside standard office hours to accommodate client needs.With a proven track record of supporting businesses across Dorset, Hampshire, and London, we combine local knowledge with national expertise. Our fee structure reflects transparency and value, based on time invested and complexity, with fixed-fee options available. We utilise modern technology for streamlined processes, including online filing systems to enhance convenience. Our professional credentials include full authorisation to act before HM Revenue & Customs and Companies House. Clients benefit from our dedication to confidentiality, integrity, and practical business advice grounded in decades of hands-on experience.
Services
Annual Accounts
Book-keeping advice
Management Accounts
Self-Assessment Tax Returns
VAT Returns
Inheritance Tax Forms
Tax Enquiries
Online Filing
Highlights and features
- We have over 30 years of experience in accounting and tax services
- Our team provides personal attention and flexible service delivery
- We offer practical business advice grounded in technical expertise
- We utilise modern technology for efficient online filing solutions
- Our fee structure combines transparency with value for money
Associations and certifications
- Chartered Accountants
Services
Annual Accounts
We prepare comprehensive annual accounts for individuals, partnerships, and companies. Our service ensures compliance with accounting standards and regulatory requirements while providing clear financial insights. Clients receive timely, accurate reporting tailored to their specific business structure and needs.
Tax Returns
We handle self-assessment tax returns for individuals, partnerships, and limited companies. Our expertise covers corporation tax, capital gains tax, and inheritance tax forms. We ensure accurate submissions and help clients optimise tax positions within legal frameworks.
Book-keeping Advice
We provide expert book-keeping guidance and systems implementation. Our support helps businesses maintain accurate financial records, manage cash flow effectively, and prepare for audits or tax inspections through structured accounting practices.
Online Filing
We offer secure online filing solutions for tax returns and company documents. This service streamlines submissions to HMRC and Companies House, reducing paperwork while maintaining compliance and improving processing efficiency for clients.
Tax Enquiries
We assist clients facing HMRC tax investigations or queries. Our support includes preparing documentation, providing technical explanations, and acting as intermediary to resolve tax matters efficiently and favourably for clients.
People
Peter R. Lucas
Chartered Accountant
Peter Lucas, a Chartered Accountant with over 30 years' experience, leads our practice. He specialises in providing practical financial solutions to small businesses and individuals across multiple sectors.
Questions
What core values guide Peter Lucas & Co?
We prioritise client needs, confidentiality, professional integrity, and affordability in all our accounting services.
What service standards can clients expect?
Clients receive personal attention, timely responses, technical expertise, and flexible service options including home visits and after-hours appointments.
Which areas do you serve?
While based in Poole, we serve clients across Dorset, Hampshire, London, and Portsmouth with both local and national expertise.
How are fees determined?
Fees are calculated based on time required and complexity, with some services offered at agreed fixed rates for transparency.
Do you offer digital accounting solutions?
Yes, we provide online filing systems for tax returns and company documents to streamline compliance processes.
