Our Team
Joe Waterman BSc CTA ACA
Director
Joe is a Chartered Tax Adviser and Chartered Accountant with 20 years experience working in tax and accountancy. His background also includes management science, cost accounting and data analytics.
Ethan Waterman
Bookkeeper
As well as being an experienced bookkeeper, Ethan’s background also includes financial accounting and managing client relationships in the captive insurance industry.
Our Values
We love to support individuals and businesses with their tax compliance and accounting obligations and help to take away the stress and hassle of these tasks.
We strive to make a difference by offering personalised solutions and expert guidance according to specific needs.
It is important to us to continually innovate and make best use of modern technologies to increase access to good information for our clients and drive improvements in optimisation and efficiency.
Knowledge
Knowledge gained through professional training and maintained on an ongoing basis enabling you to make informed decisions.
Experience
Experience covering a wide range of scenarios involving different taxes and analytical techniques giving you confidence in our advice.
Clarity
Providing explanations and advice with clear language and without over-complicating matters will maximise your understanding of the situation.
Integrity
Our integrity is of paramount importance and your re-assurance that we will follow the highest professional standards demanded by our profession.
Kindness
We will always be kind to colleagues, clients and anyone else we have contact with and wish to be treated by others in the same way.
Value
We want client relationships to be mutually beneficial and we aim to add value for a fair fee.