Accounts & Personal Tax Compliance
At Bernard Rogers & Co, we take care of the essentials—the statutory filings, submissions, and reports that every business and individual must complete—but we never treat them as just a box-ticking exercise.
For us, compliance is the foundation of strong business accounting. It’s how we help you stay organised, informed, and ready to make confident decisions.
As a local, independent accountancy firm with offices in Kenilworth and Stratford-upon-Avon, we work closely with clients across Warwickshire and beyond. From small company accountant services to support for established SMEs, family businesses, sole traders, partnerships, and charities, we provide a tailored approach.
Every client has a dedicated Client Manager who gets to know their business inside out. No call centres, no being passed from person to person—just straightforward, personal service from a chartered accountant and sound advice when you need it most.
Annual Accounts
Your annual accounts aren’t just a requirement; they tell the story of your business over the past year.
We provide comprehensive annual accounts preparation, curating accurate, compliant year-end accounts for limited companies, sole traders, partnerships, and charities.
We explain what the figures mean in practical terms, not just accounting jargon.
We also review trends, highlight opportunities for improvement, and ensure your accounts are filed correctly and on time with Companies House and HMRC.
Corporation Tax Return Preparation
Corporation tax rules change regularly, and we make sure your business keeps up. As an experienced taxation accountant, our team handles everything from accurate calculations and capital allowances claims to timely submissions. More importantly, we’ll spot opportunities to reduce your tax liability legitimately, whether through capital allowances, R&D claims, or expense optimisation.
Confirmation Statement Filing
We’ll ensure your company records at Companies House remain accurate and up to date. From director changes to shareholdings and registered office details, we handle the entire confirmation statement filing process, giving you peace of mind that your business remains compliant.
Self-Assessment Tax Returns
Whether you’re a business owner, contractor, or individual taxpayer, self-assessment can be time-consuming and complex. As your self assessment accountant, we take the stress out of the process by preparing, checking, and filing your return accurately and on time. We’ll make sure you claim all available reliefs, understand your liabilities, and avoid unnecessary penalties—while freeing up your time to focus on what matters most.
P11Ds
If your business provides benefits or expenses to employees or directors, P11D filing can be a minefield. We’ll manage the process from start to finish, ensuring each benefit is correctly valued and reported. Our payroll and tax accountant specialists work together to keep everything running smoothly and fully compliant with HMRC requirements.
FAQs
Get the information you need to manage your business and personal taxes with confidence. Explore our frequently asked questions below or contact us for a free, informal chat.
We take care of all statutory requirements, including annual accounts, corporation tax returns, confirmation statements and HMRC filings. More importantly, we explain what the numbers mean, highlight trends and help you understand how your business is performing, rather than simply submitting reports and moving on.
Yes. Every client has a dedicated Client Manager who understands your business, your deadlines and your goals. You will not be passed between departments or call centres, and you will always speak to someone who knows your figures and your circumstances.
Absolutely - we proactively manage key filing dates with Companies House and HMRC, prepare information in good time and keep you informed well before deadlines, reducing stress and avoiding last-minute surprises.
We always review your accounts with you. We talk through the figures in clear, practical terms, explain movements year on year and highlight opportunities or risks so you can make informed decisions with confidence.
Yes, absolutely! We support sole traders, limited companies, partnerships, charities and established SMEs. Our approach scales with your business, ensuring compliance remains solid while your financial understanding grows alongside it.
Get in touch with David
Contact David directly, or fill out the form below and we'll be in touch ASAP.
David Rogers
(Kenilworth Office)
"We've been using Bernard Rogers and Co for several years for all our business group's accounting needs, and we couldn't be happier with the service. The team (especially our client manager, Joanne) are always professional, knowledgeable, and quick to respond to any questions. Highly recommend!"
Contact us for a free, informal chat.
Message us today to explore tailored solutions that meet your unique business needs.
