Business Details
34 Years
experience
Trusted Accountants in Plymouth Providing Comprehensive Financial Services
Established in 1992, Sheppards Chartered Accountants have built a reputation for delivering tailored accountancy solutions across Devon, the South West, and the UK. Our team of qualified professionals, including directors Ian and Yvonne Sheppard, combines decades of expertise with a commitment to understanding each client's unique needs. We specialise in payroll management, tax planning, business advisory services, and Sage software implementation, ensuring compliance and financial efficiency. Our membership with the Institute of Chartered Accountants in England and Wales underscores our adherence to professional standards. We prioritise personal service, offering coaching on accountancy software and strategic tax advice to support business growth.With a focus on transparency and client education, we provide Fees Protection Insurance to mitigate HMRC investigation risks. Our technical staff, including AAT-qualified professionals, deliver accurate financial reporting, VAT returns, and payroll solutions. Operating from Plymouth, we serve diverse industries, blending local knowledge with national expertise. Our approach ensures clients maintain financial control while concentrating on core business objectives. This enduring commitment to excellence has solidified our position as trusted advisors in the region.
Services
Payroll Management
Tax Returns and Self Assessment
Business and Tax Advice
Sage Accounting
Fees Protection Service
Details
- Year established: 1992
Highlights and features
- We have over 30 years of experience in accountancy services across the UK
- Our team includes Chartered and AAT-qualified professionals with specialist tax knowledge
- We offer authorised Sage software implementation and training support
- We provide Fees Protection Insurance against HMRC investigation costs
- Our local Plymouth office combines regional expertise with national service capabilities
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
- Sage Accountants Club
Services
Payroll Management
Our payroll management service handles complex calculations for PAYE, holiday entitlements, statutory sick pay, and maternity pay while ensuring legislative compliance. We provide accurate, flexible solutions tailored to business needs, reducing administrative burdens. Our expertise covers overtime calculations and statutory requirements, allowing businesses to focus on core operations while maintaining payroll accuracy.
Tax Returns and Self Assessment
We assist with personal and business tax planning to minimise tax exposure while ensuring compliance with HMRC requirements. Our service covers income tax, capital gains tax, and inheritance tax planning, including trust and estate advice. We prepare and file self-assessment returns, provide payment guidance, and offer specialist support for international tax considerations and retirement strategies.
Business and Tax Advice
Our business advisory service focuses on strategic tax planning and financial management to enhance profitability and operational efficiency. We offer cashflow management, profit forecasting, and VAT compliance solutions alongside business succession planning. Our expertise extends to mergers and acquisitions support, international tax advice, and preparation of management accounts to aid informed decision-making.
Sage Accounting
As Sage Accountants Club members, we provide expert implementation and training for Sage accounting software. Our service includes system setup, staff training, and ongoing support to ensure efficient software utilisation. We help businesses transition to digital accounting systems, offering tailored solutions for accurate financial management and reporting capabilities across Plymouth and the UK.
Fees Protection Service
Our Fees Protection Service safeguards businesses against HMRC investigation costs through Taxwise insurance. This coverage protects against financial risks from tax authority enquiries, including aspect and full investigations. We provide detailed information on policy terms and costs, ensuring clients maintain financial security while we handle compliance matters with professional indemnity.
People
Ian Sheppard
Director
Chartered Accountant since 1974 with extensive experience in business and financial accounting, both in practice and commercial organisations. Leads strategic direction while maintaining hands-on client advisory roles.
Yvonne Sheppard
Director
Chartered Certified Accountant with over 20 years' expertise in personal and corporate taxation, VAT, and business advisory services. Specialises in strategic tax planning and compliance solutions for diverse client portfolios.
Gail McManus
Accounting Technician
AAT-qualified professional responsible for financial accounts preparation, tax returns for various business structures, and payroll/VAT return processing. Provides technical expertise across accounting functions with attention to detail.
Vicki Brownrigg
Accounting Technician
AAT-qualified technician specialising in payroll management, VAT returns, and personal tax compliance. Handles income/expenditure accounts preparation and administrative operations with precision and client focus.
Daniel Garland
Accounting Technician
Dual-qualified AAT and ATT professional managing diverse client portfolios including company accounts, partnership returns, and self-assessment filings. Ensures accurate compliance with tax regulations and reporting standards.
Questions
What accountancy services do you offer?
We provide payroll management, tax planning, business advisory services, Sage software implementation, and Fees Protection Insurance across Devon and the UK.
Do you support businesses with Sage accounting software?
As Sage Accountants Club members, we offer system setup, staff training, and ongoing support for Sage and similar accounting packages nationwide.
How can you help with tax investigations?
Our Fees Protection Service provides insurance against HMRC investigation costs through Taxwise, covering both aspect and full enquiries.
What areas do you serve?
Based in Plymouth, we serve clients throughout Devon, the South West, and across the United Kingdom with both onsite and remote support.
What qualifications do your team hold?
Our team includes Chartered Accountants, Chartered Certified Accountants, and AAT/ATT-qualified professionals with specialist expertise in tax and business advisory services.
