Tax Planning Exeter

Your Exeter tax bill, planned in advance.

Most Exeter businesses find out what they owe around the time they have to pay it. That is not planning — it is reacting. Good tax planning means knowing your liability months ahead and doing something useful with that time. Fixed monthly fee, ICAEW chartered, same-day replies.

  • Tax liability visible months before HMRC sends the reminder
  • Legal tax reduction opportunities identified before the year-end closes
  • Corporation tax, self assessment and VAT handled under one fixed fee
  • Proactive advice from a chartered accountant — not just compliance filing

No long-term contract. If it is not working after three months, you leave with clean books and nothing owed.

Top rated on Google

★★★★★

Get a free quote

Fixed pricing. Same-day reply.

What our clients say

Verified Google Review

★★★★★

Tax Filed On Time, Nothing Missed

“Really helpful and very knowledgeable with my circumstance, he gave me great advice and was very efficient with getting my tax’s submitted.”

Andrew Ponsford

Verified Google Review

★★★★★

Switched Accountants, Already Saving Money

“Having only recently switched my business to Swift from another accountant, I have found them efficient, friendly and professional, and they’re already saving me money.”

Nic Paton

Verified Google Review

★★★★★

Worked Saturday Night to Meet the Deadline

“He went above an beyond to help good communication through emails an working even on a Saturday night to complete my return.”

Thomas Briggs

Verified Google Review

★★★★★

Explained Everything, Quoted Upfront

“Kieran explained everything in the best possible way, told me the price they’d charge after 5 minutes of speaking.”

Cammy Birse

Sound familiar?

Still not sure what your tax bill is this year?

For most small Exeter businesses, tax is something that gets dealt with once a year, under pressure, with imperfect records. The bill arrives and there is not much left to do except pay it. Allowable deductions get missed. Timing decisions that could have helped are now behind you. It is all manageable — it just works considerably better when you are looking at it months ahead rather than days before the deadline.

  • Tax bill arriving as a surprise rather than something planned for
  • Legitimate deductions and reliefs missed because no one flagged them in time
  • No clear view of the numbers until year-end, when the options have mostly gone

What proactive tax planning looks like

Your tax position visible throughout the year, not just at the end. Reliefs and deductions identified while there is still time to act on them. A fixed monthly cost that covers the planning as well as the filing — no separate invoice when you ask a question.

  • Tax liability known months in advance — time to plan, not just react
  • Deductions and reliefs reviewed before the year-end window closes
  • Books current all year — so the numbers are there when you need them
  • One fixed monthly fee covering both planning and compliance — no extras
Client results

What Exeter clients say about us

We work with small limited companies and sole traders across Devon and the wider UK. Here are two clients who came to us wanting their tax handled properly.

★★★★★

Kieran was really helpful and very knowledgeable with my circumstance, he gave me great advice and was very efficient with getting my tax’s submitted, really glad I found Swift and will definitely be using for future accounting.

A
Andrew Ponsford
Verified Google Review
★★★★★

Having only recently switched my business to Swift from another accountant, I have found them efficient, friendly and professional, and they’re already saving me money! Would recommend. Nic Paton, Cormorant Media

N
Nic Paton
Verified Google Review
What you get

What your monthly fee covers

Three areas that cover your compliance obligations and keep your tax position clear throughout the year — for one agreed monthly fee.

01

Proactive Tax Planning and Advice

Your tax position is reviewed throughout the year, not just when the return is due. Allowable deductions, timing of expenditure, dividend versus salary split for director-shareholders — these are reviewed proactively, while there is still time to act. You will know what you owe well before HMRC asks.

Included — not charged separately
02

Corporation Tax and Self Assessment

CT600 prepared and filed on time, every year. Personal tax returns handled for directors where needed. No last-minute scramble, no missed deadlines, no penalty notices — the dates are managed as a matter of course.

Fixed fee, no surprises
03

Bookkeeping and VAT Returns

Monthly bookkeeping on Xero keeps your records current and your numbers accurate throughout the year. Quarterly VAT returns prepared and filed under Making Tax Digital — no chasing, no manual uploads, no compliance risk.

MTD compliant as standard
What clients say

Small businesses across Devon trust Swift

Sole traders, limited companies and growing small businesses from Exeter to Barnstaple and beyond. Usually arriving with tax they did not fully understand. Leaving with considerably more clarity.

★★★★★

Worked Saturday Night to File on Time

“Being a self employed stone mason sadly paper work is not my strong suit. And after a late cancellation from my normal accountant I had to find help. With late notice I contacted swift accounting and book keeping. Kieran was the person assigned to me to help with my tax return and at the start of Jan not much time to file my return before potential fines incurred. He went above an beyond to help good communication through emails an working even on a Saturday night to complete my return. I cannot thank him enough he made the process super easy an relaxed I will 100% be using them again in the future. Thank you.”

Thomas Briggs
Verified Google Review
★★★★★

Prompt, Helpful, Two Years Running

“Excellent and prompt service, great communications and above all really helpful. Highly recommend.”

Simon Hyde
Verified Google Review
★★★★★

Fast Work at Short Notice, Multiple Times

“Great work by Kieran sorting out my business accounts really fast and at short notice on multiple occasions. Many thanks and I would highly recommend them for all accounting needs.”

Cristian Diaconescu
Verified Google Review
Why Swift

Why Exeter businesses choose Swift

There is no shortage of accountants in and around Exeter. Here is what is different about working with one who treats tax planning as part of the job, not an optional extra.

📋

Planning, not just filing

Most accountants file your return after the year ends. We review your position throughout the year — dividend strategy, timing of expenditure, relief claims — while there is still time to influence the outcome. The tax return is the record of the planning, not the start of it.

💬

Replies the same day

Questions get answered the day you ask them. Not logged, not queued, not passed along. If you want to know whether a purchase is deductible, or how a new contract affects your tax position, you will have an answer before the end of the working day.

🔒

One fixed price, agreed upfront

Your monthly fee covers the planning conversations, the compliance work and the questions in between. No hourly billing, no invoice that arrives larger than expected. Ask as many questions as you like — the price does not move.

Getting started

Up and running in four steps

Four steps from your first enquiry to everything being handled. No complicated onboarding, no forms that take longer than the work itself.

1

Send your enquiry

Fill in the form on this page. Kieran reads every enquiry and responds the same day with a clear next step. No automated holding messages, no waiting to be allocated to someone.

2

A short discovery call

Around twenty minutes to understand your business, your current tax position and what needs sorting. By the end of the call you will know exactly what is included and what it costs — no ambiguity.

3

We handle the setup

Accounting software connected, records brought up to date, any outstanding obligations reviewed. You do not need to do much beyond confirming you want to proceed — the setup is handled.

4

Ongoing — your tax is visible

From here, your books are current every month, your tax position is visible throughout the year, and the filing deadlines are managed as a matter of course. You will know what you owe well before it is due. Which is, frankly, the way it should be.

100+ Clients nationwide
6+ Years established
5.0 Google rating
Fixed Monthly pricing
ICAEW Chartered
Xero Gold Partner
FreeAgent Partner
QuickBooks Certified
AAT Fellow

“Kieran came recommended to us and for good reason. He was fast, professional and very patient when answering our long list of questions.”

Ted Lee — Verified Google Review

Questions

Questions Exeter businesses usually ask first

For most small limited companies, yes — the difference between reactive filing and proactive planning is often a few hundred to a few thousand pounds per year, depending on your situation. Director salary versus dividend split alone is worth reviewing annually. The value of knowing your tax position in advance is harder to quantify, but most clients find it considerably less stressful than the alternative.
Once your books are current, your tax liability becomes visible throughout the year rather than just at the end. Most clients have a reasonable working estimate three to four months before it is due. That is usually enough time to plan cash flow rather than scramble for it.
It is the most common situation when someone comes to us. Catching up takes a little longer at the start and may cost slightly more — we will tell you exactly what that involves before you commit. Once current, keeping them current is straightforward.
No. Month-to-month, cancel with a month’s notice. We would rather keep clients because the service is worth it than because leaving is inconvenient.
Ready when you are

Know your tax bill early. Plan accordingly.

Fixed monthly fee. Tax position visible throughout the year. Proactive advice from an ICAEW chartered accountant. Same-day replies. No lock-in.

Tax liability known months before it is due Deductions reviewed before the year-end closes Fixed monthly cost, agreed before you start
Sort my tax planning
Fixed monthly pricing ICAEW chartered Same-day replies No long-term contract