Optimise Accountants - Our Services

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Property Tax Specialists Our Services
  • date post

    13-Sep-2014
  • Category

    Real Estate

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About Optimise Accountants - Property Tax Specialists There are many property investors that already have accountants. Let me ask you this: Does your accountant truly understand property investing and more importantly do they own their own property portfolio? As Stephen Covey suggests “To know but not to do is really not to know” We have spoken with people that became our clients, and found they were paying more tax than they should. They were not using the right capital allowances, paying too much VAT on refurbishment and not utilising limited companies in an effective way. Maybe you can relate the above to your situation or how you might be feeling? We have been in the accountancy and tax world since 2003 and property investing since 2007. We Optimise your property portfolio in these ways: • Understand your goals and provide pro-active tax planning • Help you to develop your strategy for property investing • Evaluate each property investment to see if you are getting the most cash and returns on your portfolio • Send you articles and videos guides of how to maximise your wealth and property investments • We will act as your agent to HMRC so that you are not bothered by the tax man • We will provide you with a set of accounts and send them to Companies House (if applicable) • Call us free from 8am to 8pm Monday to Friday to ask questions or seek advice Our services start from 96p per day and we have saved clients £1,000’s in tax and VAT that they should not have paid in the first place. Specialties Tax, Capital allowances, VAT, Income Tax, CGT Capital Gain Tax, Property Investing, Accounting, Goals and Objectives

Transcript of Optimise Accountants - Our Services

Page 1: Optimise Accountants - Our Services

Property Tax Specialists

Our Services

Page 2: Optimise Accountants - Our Services

Do you feel uncertain when it comes to tax?

Are you frustrated because your accountant that does not understand you?

Feel isolated and alone when it comes to financial decision?

Are you….

Make more money and pay less tax on your property

portfolio

Page 3: Optimise Accountants - Our Services

An accountant that understands you?

An accountant that helps build your wealth every step of the way?

Like to earn more & still pay less tax?

Surround yourself with like minded people?

In the future would you….

Make more money and pay less tax on your property

portfolio

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What are your goals?

In the future

Make more money and pay less tax on your property

portfolio

Page 5: Optimise Accountants - Our Services

What is stopping you from achieving those goals sooner?

In the future

Make more money and pay less tax on your property

portfolio

Page 6: Optimise Accountants - Our Services

Self Assessment and tax returns Partnership accounts Companies House annual returns Profit & Loss reporting Book Keeping Set up limited companies Property portfolio review… and that’s not all

What we will do for you

Make more money and pay less tax on your property

portfolio

Page 7: Optimise Accountants - Our Services

Using the right suppliers

Make more money through property

without the tax

Make more money & pay less tax on your property

portfolio

Page 8: Optimise Accountants - Our Services

Reduce your VAT costs

Make more money through property

without the tax

Make more money & pay less tax on your property

portfolio

Reduce your refurbishment vat costs from 20% to 5%

• Properties empty for more than two years

• Converting single occupancy properties to multi lets

Page 9: Optimise Accountants - Our Services

Hire or buy – Furnished properties

Make more money through property

without the tax

How much does it cost to buy?

• Kitchen machinery: fridge, freezers, washing machine• Bedroom furniture (beds, wardrobes, cupboards)• Dining room furniture: tables, chairs• Living Room: TV’s, videos, settees, tables

Make more money & pay less tax on your property

portfolio

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Reduce your tax – Use Limited Companies

Make more money through property

without the tax

Make more money & pay less tax on your property

portfolio

Reduce your tax from 40% & 50% to 20%

• High tax earners can set up limited companies to charge them a management fee for running their property portfolios

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Make more money through property

without the tax

Do the numbers…

FREE Spreadsheet templates

Page 12: Optimise Accountants - Our Services

Make more money through property

without the tax

Do the numbers…

FREE Spreadsheet templates

Page 13: Optimise Accountants - Our Services

Always there for you

Make more money and pay less tax on your property

portfolio

Access me personally byo Phoneo Texto Emailo Facebook messageso LinkedIn messages

I am here for you

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Make more money and pay less tax on your property

portfolio

Financial Wealth & Tax Planning workshopFree for clients on sale for £297

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Thank you

FREE Gift to you

Make more money and pay less tax on your property

portfolio

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How much do we charge?

Make more money and pay less tax on your property

portfolio

Financial Statements (Profit & Loss, Balance sheets) We take away your headaches of tax returns Companies House annual returns Your agent for HMRC Use your property spreadsheet templates - £95 RRP We set up your limited company for free - £95 RRP Property portfolio review - before you buy - £297 RRP Free attendance to “Property & Tax Mastery” - £297 RRP

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How much do we charge?

Make more money and pay less tax on your property

portfolio

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Self Assessment Limited Company Self Assessment + Limited Company

£34.95 per month £49.95 per month £69.95 per month

£69.95 include book keeping

£79.95 include book keeping

£99.95 include book keeping

Financial Statements (Profit & Loss, Balance sheets) We take away your headaches of tax returns Companies House annual returns Your agent for HMRC Use your property spreadsheet templates - £95 RRP We set up your limited company for free - £95 RRP Property portfolio review - before you buy - £297 RRP Free attendance to “Property & Tax Mastery” - £297 RRP

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Contact us TODAY….

…and we will send you a FREE guide to property investing

W: www.optimiseaccountants.co.ukT: 0115 946 1991E: [email protected]

Make more money and pay less tax on your property

portfolio