The challenge
Charlton Baker took on a client who at home and at work, had an increased tempo with added complications over the last couple of years. In that time our client was unable to properly manage his tax affairs in respect of buy-to-let properties. This position did not chime well with our client’s integrity and pride and it was at this point he approached Team CB, based only on our website, and was introduced to Luke Rudman.
What we did
Using our expertise, we were able to quickly unravel the historical information in respect of the buy-to-let property portfolio by producing sets of property accounts and associated tax computations. We pieced together the information alongside previous years’ income sources and produced and filed back-dated tax returns. All of this was done in a very quick and timely manner, and liaising with HMRC on our clients behalf resulted in no nasty penalties!
The results
Our client advised us that Luke handled his circumstances with impeccable professionalism, manner and understanding. He was extremely appreciative of how the probable small task was handled, completed and finalised. Knowing where he stood throughout the process, whatever the outcome, was a source of great comfort. All tax returns were filed, our client was up-to-date and not out of pocket, and is now able to move forward with a massive weight lifted from his shoulders and his tax affairs complaint.
Team Members who helped deliver this project
