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Our Team

We are a modern, pro-active, approachable, value for money firm of accountants and business advisors that want to help you genuinely get more from your business and life. We aim to save at least our fees in tax and often more!

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About CTA

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Free meeting / Approachable / Proven Results / No stuffy suits!

Cheltenham Tax Accountants is not like a usual firm of accountants. We are confident you will find us a refreshing change if you have used an accountant before and are extremely approachable for new businesses.

We provide a hassle-free hands-off bookkeeping, accounting, and financial advisory service. Your own dedicated accountant and finance team at a fraction of the cost.


 

We are part of your story

 

Our clients are the real success story. Without our clients’ businesses flourishing, we would not be in the position we are today with a team of 10 (It was just Steve working from home in 2014). Our focus is on client success. If you grow then we grow with you. We love being part of your story.

We have a complete team catering for all of your accounting and tax needs driven by strong demand for our younger, more proactive, and modern approach to accounting and tax. We don’t just work with any business, you must have a growth mindset and want to push for your goals and aspirations. This does not just mean business growth but also the time and freedom to enjoy your family life


 

Our Team

Stephen FCCA

Director

Director and leader of our superhero team. Started the business from nothing and now proud owner of a thriving accountancy practice, serving amazing clients.

Stephen is not involved with day to day accounts nowadays but is the go-to person for business coaching, consulting and growth. Personally enjoys TV series, movies, computer games, training, walking, yoga, self-development books and writing.

Richard FMAAT

Client Manager

AAT qualified and ACCA professional level exam passes. Richard is the detail man in our office, detective McTaggart we call him as nothing gets missed!

Outside of work enjoys some casual golf and was once the king of fantasy football. Favourite films include Bad Boys and the Fast and Furious.

Sam

Office Manager / Client Services

Sam has the most varied role in the business and looks after the general running of the office week to week. Having a background in the legal sector she is very organised.

Sam is heavily involved with the onboarding of new clients and is constantly taking on more work as the business continues to thrive. Outside of work Sam is a shopaholic and also enjoys a cheeky sunbed!

Online Tax Accountants

Becky

Administrative Assistant

Becky is an experienced administrator who has worked at local corporate insurance companies and is a valuable part time member of the team.

Outside of work she is training in counselling which is something she is very passionate about. Also a keen dog walker who likes to be outside in the country. Her favourite place in the world is Orlando Florida.

Barbara

Payroll Manager

Barbara is extremely experienced in payroll and CIS among other aspects of working in an accounting practice. If you have an employee related question then 99/100 Barbara is your person.

Outside of work Barbara is a devoted Grandmother and works flexible hours (like many of the staff) to have a work/life balance that works for her and the family.

Lindsey MAAT

Assistant Client Manager

Lindsey is AAT qualified and has a broad skill set from her experience in practice. She has a great attention to detail as well as seeing the bigger picture.

Outside of work Lindsey can generally be found enjoying her family hot tub with a glass of something in her hand!

Jake

AAT Trainee

Jake is the latest apprentice we have taken on and is hitting the ground running with his exams in 2019. The bigger plan is to go on to do his ACCA exams.

Jake is getting involved initially with a lot of the bookkeeping and VAT work we have on behalf of clients. Outside of work Jake is a keen gym goer and being only 19 is probably enjoying a beer or two on the weekend also!

Tax accountants for creatives

Jace

Jace works from home FT for us, has a finance degree and actually taught accounting at a college local to her! She is looking to finally pass her driving test in 2021/22! Jace works in the bookkeeping/VAT team.

Accounting for creatives

Karen

Karen is on our accounting team and is a qualified accountant who previously worked for a top 4 firm in the world. She loves cooking and one days wants to open her own restaurant.

To Summarise...

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…


 
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Contact Us

  • 01242 528 412
  • hello@cheltenhamtaxaccountants.co.uk

Cheltenham Tax Accountants
2 Court Mews
268 London Road
Charlton Kings
Cheltenham
GL52 6HS

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