Specialist UK tax advice for London individuals, landlords, directors and businesses

Complaints Procedure • Tax Accountant London • Client Care

Complaints Procedure

We aim to provide a professional, clear and reliable service to every client. If something has gone wrong, or you are unhappy with the service you have received, please tell us so the matter can be reviewed properly.

Raise the issue early

Please raise a complaint as soon as possible after the issue arises. This helps us review the engagement terms, emails, documents, deadlines and work carried out while the facts are still clear.

How to complain

How to make a complaint to Tax Accountant London

If you are unhappy with our service, please send your complaint in writing by email. A written complaint helps us understand the issue clearly and review the relevant records.

Your complaint should include your name, contact details, the service you instructed us to provide, the tax year or matter involved, what you are unhappy about, and what outcome you are seeking.

Complaints contact details

Head office

3 Brindley Place, Birmingham B1 2JB

Telephone 0800 135 7323

Information we need

What to include in your complaint

A clear written complaint helps us investigate the matter properly and respond with a considered position.

01

Your details

Your full name, email address, telephone number and the client or taxpayer the work related to.

02

The service involved

The tax return, advice, disclosure, accounts, VAT, payroll, HMRC matter or other service concerned.

03

What happened

A short timeline of events, including dates, communications, deadlines and HMRC correspondence.

04

Outcome requested

Tell us what you would like us to review, correct, explain or resolve.

Our complaints process

How we deal with complaints

1

Acknowledgement

We will acknowledge your complaint and confirm that it will be reviewed. We may ask for further information if the complaint is unclear or documents are missing.

2

Internal review

We will review the engagement terms, emails, documents, tax work, advice given, deadlines and any relevant file notes.

3

Written response

We will provide a written response setting out our understanding of the complaint, our review findings and any proposed next steps.

4

Further review if needed

If you remain unhappy, you should explain why. We will consider whether any further internal review is appropriate.

Fair review

We review complaints against the agreed scope of work.

Tax and accountancy work is often fact-sensitive. When reviewing a complaint, we consider the engagement letter, agreed scope, records provided, instructions received, deadlines, HMRC correspondence and communications between us.

Scope What work was agreed and what was outside the engagement.
Records What documents and information were provided to us.
Timing Deadlines, response times, HMRC dates and when instructions were received.
Communication Emails, calls, advice notes, approvals and client instructions.

If you remain unhappy

What happens if the complaint is not resolved?

If you remain dissatisfied after our internal complaints process has been completed, you may be able to refer the matter to the relevant professional body or external route depending on the nature of the work, the person responsible and the regulatory framework that applies.

We will provide relevant details in our final response where appropriate. This page does not replace the terms of business or engagement letter agreed with you.

Useful documents to keep

  • Signed engagement letter or terms of business
  • Fee quote and payment records
  • Emails and written instructions
  • Tax return copies or advice documents
  • HMRC letters, penalties or notices
  • Documents you provided to us

Client responsibility

Please provide accurate information and relevant documents.

We can only review a complaint properly where the relevant documents, facts and communications are available. If the complaint relates to tax filings, disclosures, HMRC correspondence or calculations, please include the tax year, HMRC reference where available, and copies of any relevant letters.

Complaint evidence pack

Before sending your complaint, prepare one clear email.

To help us review the matter properly, send one email to head office with the key facts, documents and the outcome you are asking us to consider.

Subject line

Use “Formal complaint” and include your name or client reference if available.

Timeline

List the important dates, instructions, deadlines and responses in order.

Documents

Attach engagement terms, emails, tax documents, HMRC letters and payment records.

Send to head office

Email info@taxaccountant.co.uk or write to 3 Brindley Place, Birmingham B1 2JB.