More often than not, our role involves working alongside independent accountants.
Just as we know our professional limitations, we also know that other professional advisers cannot be expected to know everything about tax, all of the time. It can be invaluable to have access to tax expertise for those tax issues you cannot resolve for your client.
We therefore offer the same level of tax support to small accountancy practices as we do for our clients.
It’s not just client work that we do either. We deliver a highly successful programme of CPD qualifying technical seminars to our fellow professionals. We offer these free of charge as it’s our way of keeping in touch and giving you that little extra relevant tax knowledge when you’re with your clients.
As our focus is on providing high-quality tax advice, we naturally complement working with other professional practices. Putting it simply, we seek to supplement the services you offer to your client and unlike a large accountancy firm, we would never threaten your client relationships.
Whether it’s a one-off piece of advice to you or your client, or getting us involved in a larger project, we’re comfortable working in the background or in tandem with you.
‘White label’ or direct engagement of all our service lines
Bespoke, CPD qualifying tax technical training sessions
Client-facing specialist tax support
Full client review process to identify opportunities
Full access to our tax technical content and materials
Your own dedicated client account manager
Senior Business Development Manager
I’m a Senior Business Development Manager with over 12 years of sales experience in professional services, predominately working for accountancy firms. I’ve worked for organisations ranging from owner managed to large corporates. I’ve worked across multiple service lines covering many sector’s, helping firms grow organically and specialise in sales planning, lead generations, developing opportunities and winning new business.
Claritas Tax’s technical updates are a great ‘value add’ for our team. Claritas manage to distil enough relevant information into short but focused sessions that really help us to better identify potential tax issues and opportunities as they arise.
– Dom Orsini, GCA Altium
To find out more about what we do, please get in touch.