Hi, my name is Michaela. I am a straight shooter. I will tell you what needs to be done with your tax planning and I will guide you through the process. I believe in a ‘hand in glove’ relationship with clients, listening and responding to all their financial needs. I am not a magician, but I will go beyond the call of duty to see your dreams come true; be it setting up a new business, developing your profit margin or opening an international arm.
I also believe in a good night’s sleep and I want all my clients to live free of tax return nightmares and investigation fears. I specialise in complex tax problems and finding solutions for growing companies. I have the knowledge to support large, complex international organisations, working with our overseas arm based in Gibraltar, and have recently supported a client applying for a share of the Innovate 2 Save.
Business Development Manager
Hi, I’m Barbara and I am nosy. I want to know all about you, your business and your goals.
I joined the wonderful world of accountancy with the sole aim of putting my MBA and MAAT qualifications, and a long career in design and manufacturing to good use. I believe in the holistic approach and using professional knowledge and my personal experience to take businesses through from struggling to thriving.
By smoothing ‘boring’ administrative headaches away and mentoring businesses, I enable clients to concentrate; focusing on the things they do well. Then, once we have agreed your goals, we start ‘making things happen.’ Collaboration, community spirit and team work are central to how I work and sourcing the right solution, resources and cultural fit for your business is a priority.
I am not shy. Having worked at the coalface of a fast-paced, labour-intensive industry, both onshore and offshore, I know how to make difficult decisions and I understand how lonely running a business can be. It is not always easy knowing who to trust and how to identify gaps in your planning. I believe in nurturing clients with care and attention, and providing support and protection whenever needed. It works, I have recently secured a significant sum of money from HMRC for one of our clients.
Hi, my name is Masuma.
I am your tax guru. I want to take your accounts off your hands and make life easier for you. Complex tax calculations are not everyone’s cup of tea, but for me, it is all about solving puzzles. By understanding the numbers in your business, I can identify trends and spot opportunities to save tax and support your development.
Technology is important to me and I embrace the coming developments in accountancy software. Working with clients to implement tech solutions in the office, I want to streamline your processes and simplify your accounts management. I believe in continuing education and developing knowledge as the keys to financial success. I am also fluent in Bengali.
Leaving Swansea University with a BSc in Accounting, I am progressing through the ACCA professional qualifications. Tax is evolving and I believe in being at the front of the next generation of advisors. It’s all about the ‘can do attitude.’
My experience is varied; from working in the restaurant, hospitality and trade sectors, I understand the pressures of business and maintaining profit margins. Whether I am preparing your company accounts, or sorting your VAT returns, I will get you through with a warm smile and a helping hand.
Personal Tax Accountant
Hi, my name is Chrissie,
I am here to make your financial life easier. The newest recruit to the Sterling Rees super tax hero team, I specialise in personal taxation returns, from income tax planning through to self-assessment returns. My focus is on minimising your personal taxation liability by taking advantage of all available tax reliefs.
I pride myself on my organisational skills and believe in providing peace of mind, ensuring your accounts comply with HMRC requirements and are delivered in a timely fashion. We work together to ensure your affairs are in order and you have a strategy for planning your tax requirements on an annual basis.
I find all aspects of accounts new and exciting, expanding my understanding and learning through the AAT course of which I am commencing level three of my studies. I am passionate about the people and country of Wales, not only do I enjoy exploring the Welsh countryside on my days off, but I want to see the local community succeed.