Shaun Philpott (Copia Wealth & Tax)

Shaun Philpott (Copia Wealth & Tax)
4
01902783172

Location: Wolverhampton
Left QuoteCopia Wealth & Tax is a Wolverhampton-based proactive accountancy and tax planning practice. It’s all about tax reduction, increasing profits, growing your business, increasing your expectations....Right Quote
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My Stats
Last online 21st May 2013
Member since 28th Mar 2008
Number of views 1613
Number of posts 23
Number of testimonials 4
Meetings attended 131
What I Do
Accountancy and Tax
Business development and coaching
Business Coaching and Consultancy
Business Consultancy - Financial Performance
My Company Information
              

Copia Wealth & Tax

Copia Wealth & Tax is a proactive accountancy and tax planning practice that offers full support to you and your business.

It’s all about tax reduction, how to increase profits, do better, grow your business, increase your expectations… You work hard and you’d like to keep more of your earnings. As your accountants we promise to help you do just that.

 

Copia Wealth

You want to do better.

Wealth isn’t a word we should be embarrassed about. The pursuit of it is why we get out of bed on a cold morning; it builds our homes, educates our families, runs our businesses, takes us on holiday, drives us when the chips are down.

As aspirational people wealth enables us to be philanthropic, to support charities and the local economy, invest in new business ventures, help grow the UK economy, dream a little, and leave something for others to remember us by.

No shame in that.

As an owner managed business, you want to keep as much of your hard earned wealth as is legally possible, to enable you to put it to best use. At Copia Wealth & Tax it’s our job to help you achieve that. We can help you with:

Copia Wealth & Tax specialise in family run businesses. We aim to become your trusted advisor who understands the aims and objectives of the business and the ambitions of the people who own it. Armed with that knowledge, we then work with you to deliver the wealth that you want and deserve.

We work with you on the premise that it is our job to advise you on maximising your wealth.

Contact us now to start increasing your wealth straight away.

Copia Tax

Tax. Not a pleasant word, but a necessary obligation.

If we are earning, creating wealth, then we pay tax. Tax avoidance is legal (tax evasion isn’t!). At Copia Wealth and Tax, we are committed to helping you keep more of your business’s profits by reducing your tax bills legally.

As an owner managed business, you don’t want to wait until you’ve received a large tax bill to be told that you could have put certain practices in place to avoid it. That’s why we at Copia Wealth & Tax are always on hand to inform and advise you – including telling it like it is! – so that you can decide for yourself – and for your company or family – on how you want to proceed.

If you wish, we can become part of your company’s advisory team, to advise you on various matters concerning tax, including how you can legally reduce your tax bill in a straightforward and transparent way, or make a one-off pension contribution, or plan for the future.

We offer full compliance including -

  • Completion of tax returns
  • Preparation and submission of company accounts
  • Preparation and submission of VAT returns
  • Payroll and bookkeeping services
  • Full audits
  • Advice on IHT, CT, IT and CGT
  • 30 day turnaround book collection service

In addition to this we offer added value through-

We work with you on the premise that it is our job to advise you on minimising your tax.

Contact us now to start reducing your tax bill

 

 

 

 

 

About Shaun Philpott

My 20+ years' business experience includes 15 years in the accountancy profession with both KPMG and PWC. During this time I worked closely with business owners, advising on business plans, raising finance and making acquisitions.

I also have experience of running my own successful business, having founded a training company that grew to employ in excess of 20 people over a 3 year period. Following this I spent 2 years working for a fast growing plc in the vocational training sector, before setting up a consultancy company, Steps for Success. Drawing on my own personal experience and the expertise and knowledge provided by well known business gurus, Steps for Success is dedicated to helping SME business owners maximize the returns they receive from their business, reduce their tax burden and maximise their return when they exist their business.

Whilst Steps for Success remains, I have now joined forces with Copia Wealth & Tax (formerly Tildesley & Tonks), an accountancy practice in Wolverhampton, undertaking business development activities and bringing the benefits of my consulting and coaching skillset to existing and prospective clients of the practice.

I am currently on the Board of Wolverhampton Chamber of Commerce, the membership committee of the Black Country Chamber's Alliance for Professionals group and the Board of Wolverhampton Homes. I'm married to Sarah, have two children and enjoy playing golf and watching football.

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