Annie's Profile  

Annie joined the Inland Revenue in 1973 and spent four years working in a district office dealing with PAYE, directors' liabilities and the self-employed, as well as arranging the hearing of appeals by the general commissioners.

Annie then received support from IBM to obtain a degree in Business Studies, majoring in Accountancy and Company Law, and graduating with honours in 1981. Over the following ten years Annie worked for two medium sized independent firms of accountants, building up knowledge and experience on accountancy matters. Annie specialised in personal and business taxation, including tax planning, trusts and dealing with Lloyds Underwriters.

In 1991 Annie decided to set up her own practice, firstly working from home. However, as the practice grew well it moved to Bosinney Court in 1993, doubling the amount of office space occupied again in 1996 and taking over the rest of the second floor in 2005. Annie appreciates the excellent support of the whole team.

Staff Structure  
Accounts Department

Mark Davis is a qualified Chartered Certified accountant and manages the Accounts Department, comprising himself, Sha, Chris and Mandy.

Chris joined us in July 2006 and has passed his AAT Foundation exams; he is now working on the intermediary AAT exams. Chris has already gained extensive experience and knowledge of our working practices and client base in the time he has been with us.

Mandy who joined us in March 2001 is responsible for our on-line filing and company formation with Companies House and deals with the company secretarial work such as filing of Annual Returns. Mandy also undertakes book-keeping for our clients.

Colin joined the team as manager of the Tax department in July 2007. he has a wealth of knowledge and experience in taxation.

On the secretarial side, the firm is delighted to have Pam. Pam joined over 10 years ago and deals with secretarial matters as well as maintaining stationery and other stock levels. Pam also mans the reception desk and telephones and is the welcoming smile for all our visitors.

Mandy now works as PA to Annie and continues to maintain our database. She is also responsible for our on-line filing and company formation with Companies House and deals with the company secretarial work such as filing of Annual Returns. Mandy also undertakes book-keeping for our clients. She is with us on Mondays, Tuesdays and Wednesdays, being still on a part-time basis at present.

Louise joined us in the autumn of 2003 as office secretary and to support Pam with reception duties. Louise works part time on Mondays, Wednesdays, Thursdays and Fridays.

Natalie has recently joined us to provide extra support on the secretarial side.

We are proud of the level of support provided by all our staff. We offer a ‘hand-holding’ approach to those of our clients who want this while keeping our involvement to a minimum for those who prefer to do most of their accounting themselves.

Tax Credits

Flat Rate VAT

Companies House web-site

HM Revenue and Customs web-site

IR35 web-site

Professional Contractors Group


The Joe Glover Trust- Real Help for Real Heroes

Friends of the Family- Winchester


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