Who We Are
WE ARE A MODERN, PRO-ACTIVE, APPROACHABLE, NOT VERY TRADITIONAL, CHANGE SEEKING (FOR THE BETTER), VALUE FOR MONEY (NOT CHEAP), TECHNOLOGY DRIVEN FIRM OF ACCOUNTANTS AND BUSINESS ADVISORS THAT WANT TO HELP YOU GENUINELY GET MORE FROM YOUR BUSINESS AND LIFE. THIS MAY BE TAX SAVINGS OR CAN BE GETTING MORE TIME BACK FOR YOU AND YOUR FAMILY
Hi my name is Stephen Edwards and the founder of Cheltenham tax accountants. I am a qualified accountant with a small business offering more competitive fees than larger practices. I have years of experience (despite the young face) and my main area of expertise is tax. Cheltenham Tax Accountants has grown over the last few years from word of mouth and we now have over 10 members of staff due to such a strong local demand for our younger, more pro-active and modern approach to accounting and tax.
The practice has a mixed portfolio of clients including freelancers, contractors, plumbers, electricians, finance professionals, hairdressers to game designers and actuaries to name but a few.. We’d be happy to meet for a coffee to see how we can help you.
“Professional and friendly. Competitive fees and a personal service that doesn’t come with an hourly charge”
This has been said about us on many occasions and we are proud to be able to live up to such feedback on a regular basis, We are a professional practice but also understand that many people want a down to earth person dealing with them and not a corporate suit.
MEET THE TEAM
Steve (Director) – ACCA qualified accountant (also passed all of the AAT and ATT tax exams) with over 15 years experience. Prides himself on being approachable to clients and changing the perception of ‘accountants’. Is a family man and loves food, reading, football, gym, gaming and music in no particular order.
Rachel (Trainee Assistant Client Manager) – The original employee. Rachel was out first ever staff member when she started as an apprentice in 2014. Has passed virtually of her AAT exams and is currently on extended maternity while she attempts to pass her driving test. Good luck 🙂
Richard (Client Manager) – An accountant who worked with Steve at their previous employers for almost 10 years. Rich is known for his attention to detail and has passed dozens of exams as part of his AAT and ACCA studies. Is great with the less experienced members of staff and makes a huge contribution to the business. Is a self confessed night owl who has been known to send emails past midnight!
Simon (Client Manager) – An ACCA accountant with almost 20 years experience, Simon takes a lot of new client meetings and has been known to listen to music too loud. Unfortunately his 80’s disco collection is not everyones cup of tea. Simon is also one of the most IT savvy members of staff we have.
Sonia (Trainee Assistant Client Manager)
John (Trainee Assistant Client Manager)
Sam (Office Manager / PA)
Angela (Assistant Client Manager)
Becky (Admin assistant)
Lindsey (Assistant Client Manager)
Barbara (Payroll supervisor)
Clarissa (Trainee Assistant Client Manager)
To summarise who Cheltenham Tax Accountants are.
We love what we do and care about your business and your money. Keeping our clients happy doesn’t just benefit you but also us, hopefully from singing our praises to friends, family and contacts…
We are fully qualified and experienced in advising clients on all matters concerning accounting and tax.