Business Details
50+ Years
experience
Trusted Chartered Accountants in the South West
Established in 1969, Burton Sweet has evolved from a traditional practice into a regional centre of excellence, serving individuals, companies, and charitable organisations across the South West. Our team of chartered and certified accountants prioritises continuous professional development, ensuring expertise in the latest regulations and methods. We combine technical knowledge with a personable approach, fostering long-term relationships built on trust and understanding.Our services span accounting, tax advice, business support, and specialist guidance for diverse sectors, including charities and rural industries. We are committed to community engagement, offering tailored solutions that address unique client challenges while maintaining a supportive, client-centric ethos.
Services
Accounting Services
Tax Compliance
Payroll Services
VAT Returns
Estate Tax Planning
Charity Accounts
Trust Management
Audit Services
Probate Assistance
Details
- Year established: 1969
Highlights and features
- We have over 50 years of experience in accountancy and business advisory services.
- Our team includes chartered and certified accountants with sector-specific expertise.
- We prioritise proactive communication and tailored financial solutions for each client.
- We offer dedicated support for charities, rural industries, and start-ups.
- Our client testimonials highlight consistent reliability and personalised service.
What people say
Tremendous support
Helpful, friendly, responsive
Peace of mind
Expertise saved our business
Personalised service
Services
Accounting Services
We provide comprehensive accounting services, including record-keeping, financial reporting, and compliance with regulatory standards. Our team ensures accurate and timely preparation of annual accounts, offering insights to improve financial decision-making. Clients benefit from tailored support that aligns with their business goals and industry requirements.
Tax Compliance
Our tax compliance services cover personal and corporate tax planning, including self-assessment, inheritance tax, and VAT. We guide clients through complex tax regulations, ensuring adherence to HMRC requirements while minimising liabilities. Expert advice is delivered with clarity, focusing on long-term tax efficiency and client education.
Business Advisory
We offer strategic business advisory services, supporting growth through financial analysis, management reporting, and succession planning. Our consultants help businesses navigate challenges, optimise operations, and capitalise on opportunities. Clients receive actionable insights tailored to their sector, from start-ups to established corporations.
Charity Accounts
Specialist charity accounting services include preparation of annual financial statements, Gift Aid claims, and compliance with charity commission regulations. We assist trustees in maintaining transparency and accountability, ensuring funds are managed effectively to maximise impact for charitable causes and community initiatives.
Probate Assistance
We provide probate and estate administration support, guiding personal representatives through tax compliance and asset distribution. Our services simplify the process of managing estates, addressing inheritance tax, and fulfilling legal obligations. Clients receive empathetic, step-by-step assistance during challenging times.
People
Harriet
Accountant
Harriet offers expert business planning advice, supporting clients transitioning into retirement or starting letting businesses. Her approach combines technical knowledge with a friendly, client-focused ethos, ensuring clients feel valued and informed.
Adam
Accountant
Adam specialises in theatre tax relief claims and provides responsive, ad-hoc support for businesses. With three financial years of experience with clients, he is praised for his ability to integrate seamlessly into client teams.
Nigel Harris
Accountant
Nigel advises on setting up limited companies and statutory compliance, with expertise in tax credits for creative projects. Clients highlight his clarity and reassurance, particularly for new entrepreneurs navigating complex accounting processes.
Paul Cadwallader
Accountant
Paul delivers tailored accounting solutions for charities and businesses, praised for his knowledge of reporting requirements. He builds strong client relationships, offering support that aligns with organisational goals and sector-specific needs.
Josh Kingston
Accountant
Josh provides audit and financial guidance for charities, including SAT-7 UK. His collaborative approach ensures clients receive practical advice, with a focus on compliance and strategic financial management for nonprofit organisations.
Questions
What accounting services do Burton Sweet offer?
We provide bookkeeping, financial reporting, audit services, and compliance support tailored to businesses, individuals, and charities.
Do Burton Sweet handle tax planning for individuals?
Yes, we offer personal tax advice including self-assessment, inheritance tax, and pension charge calculations.
Can Burton Sweet assist with charity accounting?
We specialise in charity accounts, Gift Aid claims, and compliance with charity commission regulations.
Are Burton Sweet qualified accountants?
Our team includes chartered and certified accountants with expertise in tax, audit, and business advisory services.
How does Burton Sweet support business growth?
We provide strategic advisory services, management reporting, and succession planning to help businesses optimise operations and capitalise on opportunities.
What regions does Burton Sweet operate in?
We serve clients across the South West, with offices in Bristol, Shepton Mallet, and Weston-super-Mare.
Reviews (2)
Jamie Bowden
Oct 01, 2018
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Rachel Finch is so knowledgeable about UK and US tax affairs, is So helpful, and is a Pleasure to work with.
Alona Kemmett
Dec 26, 2014
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Jayne and her team are fabulous. We've used them for 2 years now and have been consistently delighted. Warmly recommended.
