top of page

Client Case Studies

Take a look through our client case studies and see how our Tax Accountants in Sunderland assist sole traders and small businesses with their Tax Affairs. Contact Ultra Tax Ltd to team up for success.

L L K Utilities Ltd:
Teaming up with Ultra Tax Ltd for success

CONSULTATION

When Lee Kelly, the brains behind L L K Utilities Ltd, reached out to Ultra Tax Ltd on 24/04/23, he was eager to dive into the world of self-employment as a contractor. But Tax rules and setting up as a Limited Company were like a maze to him. Lee needed a guide through this jungle of paperwork and rules to kickstart his new venture.

In our initial chat, we dug deep into Lee’s dreams and the roadmap for his business. We talked about everything from day-to-day operations, to where he saw his company in the long run. Working closely with Lee and his wife, we mapped out a plan that left no stone unturned, making sure we covered all bases.

ACCOUNTING SERVICES

Lee breathed a sigh of relief, knowing he could trust Ultra Tax Ltd to handle all the boring bits while he focused on growing his business. From sorting out invoices every week, to handling monthly CIS Returns and issuing CIS Statements to his subcontractors, we made sure everything ran smoothly.

We didn’t only do that though, we also took care of Lee’s quarterly VAT Returns and have recently filed his personal Self-Assessment Tax Return, bagging him a nice Tax Refund.

As we gear up for the company’s year end on 30/04/24, we’re getting ready to crunch numbers for his Limited Company Accounts and Corporation Tax Return.

With big Tax savings and whopping CIS repayments due, our partnership with L L K Utilities Ltd proves that getting your finances sorted can make a real difference.

And we don’t just stop at the basics. We’ve got Lee’s subcontractors covered too, handling their Self-Assessment Tax Returns so they don’t have to worry about a thing.

“Ultra Tax Ltd has been my business wingman from day one. With their help, I can focus on growing my company without getting bogged down in Tax nonsense. They’re quick, they’re accurate, and they’re always there when I need them. You are very much appreciated, thank you for your continued support always!”

LEE KELLY

Director

“As Lee’s Accountant at Ultra Tax Ltd, it’s not just about the numbers, it’s about empowering his vision. Seeing Lee’s business thrive is the ultimate reward, and I’m proud to play a part in his journey to success.”

ELLEN DREWETT

Accountant

bottom of page