Naturally, as a paying client, you want to get the most out of your accountant. Like any business relationship however, it’s a two-way street. Every accountant has their favourite clients, and it often pays (literally!) to ensure that you are one of them. Clients who consider these tips will receive the very best service, pay the lowest fees, and save the most tax

1. Keep good business records

If your records are poor, your accountant will have to spend time simply putting your basic records together. Ultimately that time has to be paid for by the client.

Often, it will mean that your accountant will have to cut the time spent on examining tax-saving opportunities for you and your business. Or, more work will simply mean a larger bill (even fixed-fee arrangements assume that good records are provided).

2. Be an ‘early bird’

Accountants are normally very busy between October and January, dealing with sole traders and individuals whose tax returns must be filed by January after the tax year. So, getting your accounts information in from between April and September can mean your accountant can spend more times on your affairs, which means you get the most out of your accountant.

Pulling your accounts information together is a chore. But by getting it done sooner your business will really benefit - as we all know, work done in a rush can often result in corners being cut.

3. Don’t expect miracles

A good accountant is vital to ensure that your tax bills are minimised. But, there is only one set of tax laws, and it applies to the man in the street, as well as the billionaire. There are lots of legitimate ways to reduce your tax bills but your accountant can only work within the law – especially if you act first and ask questions later!

4. Provide information promptly

Your accountant should be constantly looking for ways to reduce your tax bills, as well as keeping up with the latest tax and accounting legislation. So, even for clients that provide excellent records, there may be extra information needed – providing this promptly ensures that your affairs are given the best attention possible by your accountant.

5. Let it all out

Your accountant is there it help you. Clients that talk to their accountants about their business, and plans for the future, often receive better advice. Talking to your accountant can ensure that the whole picture is considered – and prevent headaches in the future.


We hope you have found this a useful guide to working with your accountant. Clients who consider these tips will receive the very best service, pay the lowest fees, and save the most tax. And that can’t be a bad thing in anyone’s book!

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Stephen Fay ACA
Fylde Tax Accountants
Tel: 01253 350 123
Email: stephenfay@fyldetaxaccountants.co.uk