Albert Goodman

Business Details

Your Trusted Partner for Accountancy Solutions

Albert Goodman has been a trusted partner in accountancy, tax, and business advisory services for over 150 years. Our team across the South West prioritises open, honest conversations to deliver tailored solutions that align with our clients' evolving needs. With sector-focused expertise and a commitment to transparency, we empower businesses and individuals to navigate financial challenges and seize opportunities.

Our collaborative approach ensures clients feel supported at every stage of their journey, combining technical excellence with a forward-thinking mindset. As an independent firm, we invest in continuous learning and technology to maintain our reputation as a reliable, client-centric advisor in the region.

Services

Payroll Services Accountancy Audits Corporate Finance Business Recovery VAT Advice Tax Investigations Pensions Planning Trustee Services Personal Tax

Highlights and features

Sector-focused accountants with deep local market knowledge
Proactive tax planning and compliance expertise
Award-winning client service with transparent communication
Integrated financial solutions for businesses and individuals
150-year heritage combined with modern technology

Associations and certifications

Xero Platinum Partner

What people say

Exceptional tax expertise Proactive financial guidance Transparent communication Reliable compliance support Client-focused approach

Website

Update Listing

Services

Accountancy

Our accountancy services provide comprehensive financial reporting and compliance solutions for businesses of all sizes. We specialise in statutory accounts preparation, tax-efficient structuring, and regulatory compliance. Our Xero Platinum Partners status ensures clients receive cutting-edge cloud accounting solutions with real-time financial insights. With decades of experience across diverse industries, we deliver tailored advice to support strategic decision-making and business growth.

Payroll Services

We manage complete payroll administration including tax calculations, pension auto-enrolment, and HMRC reporting. Our services ensure compliance with evolving employment regulations while maintaining data security under GDPR standards. We provide real-time reporting and e-payslip distribution to streamline payroll processes. Our experts also advise on payroll software selection and employment law changes affecting wage structures.

Tax Planning

Our tax planning services focus on minimising liabilities through legitimate reliefs and allowances. We specialise in capital gains tax mitigation, inheritance tax planning, and international tax compliance. With dedicated teams for personal and corporate taxation, we provide proactive advice on residency status, cross-border transactions, and business succession planning to optimise tax efficiency.

Audits

We conduct independent audits and assurance engagements for businesses requiring statutory or regulatory compliance. Our approach combines technical expertise with sector-specific knowledge to deliver actionable insights. As trusted auditors, we maintain strict independence while providing practical recommendations to enhance financial controls and reporting accuracy for clients across various industries.

Trustee Services

Our professional trustee services offer independent management of trusts for wealth preservation across generations. We specialise in trust administration, inheritance tax planning, and compliance with Trust Registration Service requirements. As a regulated trust corporation, we provide enduring trustee solutions that prevent family disputes and ensure proper asset management aligned with settlor intentions.

People

Kate Bell

Partner

Experienced tax specialist with 25+ years in accountancy, focusing on personal tax and trust planning. Leads client advisory teams across South West offices.

Mike House

Partner

Corporate finance expert advising businesses on growth strategies and succession planning. Sector specialism in family-owned enterprises and professional services firms.

Chris Lewis

Partner

Audit and assurance specialist with extensive experience in statutory audits for public and private sector clients. Focuses on transparency and regulatory compliance.

Tracey Watts

Partner

Head of payroll services with expertise in employment tax and auto-enrolment compliance. Manages large client portfolios across multiple industries.

Fenton Day

Business Services Director

Corporate finance advisor specialising in mergers and acquisitions. Provides strategic guidance to SMEs seeking expansion opportunities in domestic and international markets.

Questions

What accounting software do you support?

We are Xero Platinum Partners and support cloud accounting solutions tailored to business needs.

How do you handle tax investigations?

Our specialists manage HMRC compliance and investigations with transparent, solution-focused support.

Do you offer payroll services?

Yes, we provide comprehensive payroll processing with real-time HMRC reporting and pension administration.

What sectors do you specialise in?

We focus on agriculture, healthcare, charities, education, and family businesses across the South West.

How can I access your services?

Contact us via our Taunton, Bristol, Weymouth, Weston-super-Mare, or Yeovil offices for localised support.

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Reviews (5)

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Nick Hudson

May 24, 2022 Report

Richard Taylor was excellent and gave me a really clear understanding of the issues I asked about. A prompt response too. Very good.

Keith Butler

Apr 25, 2021 Report

Worked with AG since we started the company through an MBO nearly 20 years ago. Always acted in a professional manner taking time to understand the business and offering sound solid and relevant advice and guidance.

Stephen Smith

Mar 14, 2021 Report

Good presentation from Richard. Hopefully my conclusion is correct in that it does not apply to my business Yet another example of our government putting more unpaid work onto small businesses whilst claiming that they are making our life easier. One thing that you can rely on during these testing times. Be it a politician or a civil non-servant. They will lie to you.

Andrew Goddard

Sep 03, 2020 Report

I have found Adrian Stone and team at Albert Goodmans to be a very professional, helpful and knowledgeable. I would have no hesitation in recommending them.

Sergey K.

May 17, 2020 Report

Very helpful associates and very friendly staff. Professional and ethical approach to any financial matter we have been working on since the beginning of our cooperation. Trustworthy and reliable - and this is a key factor for us to stay with Albert Goodman and extend our working activities with them. Highly recommend.