What we do

You may have read about our services and the things we do.

But you’ll want to know how we will approach working with you. When you’ve read this, you’ll see just how we have built up a reputation for helping clients, using technology, knowledge and expertise, and customer service.

At the beginning, we start with a complimentary introductory call and/or a meeting. This initial meeting gives us the opportunity to discuss your background, what you are looking for in a tax adviser and the services that Satis Tax can provide. It sets the scene and helps us understand your requirements and your goals, and shows you just how we can help you.

Transparent and fair fees

We provide a clear and bespoke fee structure so that you have confidence that we will charge a fair fee for our services.

We offer our range of services but we also want to build a successful working relationship with you. Not only is this because it’s who we are, but it’s because we find things work better this way.

If you wish to engage us we provide an engagement letter setting out the scope of our services, terms and conditions, and who your day-to-day contacts will be. If you want to work with us as a corporate entity, then we would need to follow procedures that allow us to fully know who the key people are at the business. For example, we would need to know about any persons of significant control of your company.

Once all this has been completed, which should only take a matter of days, we can begin as your trusted tax advisers.