Onboarding Forms

At Taxca Accountants, we strive to make your onboarding process as smooth and efficient as possible. To help us better understand your needs and ensure compliance with regulations, we’ve provided three essential forms below. Please take a moment to fill them out so we can start working together on building a solid financial future.

Onboarding Forms

Advice Form

This form allows us to tailor our financial advice to your specific circumstances. By sharing key details about your business or personal financial situation, we can provide more accurate, relevant, and strategic advice

KYC (Know Your Customer) Company Form

For corporate clients, this form is required to help us verify your business details and comply with legal and regulatory requirements. It ensures that we have a complete understanding of your company’s structure, ownership, and financial background, allowing us to deliver compliant and effective services.

KYC (Know Your Customer) Sole Trader Form

If you’re a sole trader, this form is designed specifically for you. It helps us collect essential information about your personal and business finances to meet regulatory standards. By completing this, we can provide you with customized accounting services that align with your business goals and obligations.

About Us

TAXCA has an excellent track record of meeting deadlines of the clients. With our assistance, our clients have been able to organise their books and records and make informed business decisions.

Call us:

020 3369 7867
020 3842 1075

Dedicate Accounts Manager

With a dedicated accounts manager, we help to meet our client’s tax and accounting needs more quickly, efficiently, and personally. Our dedicated accountant maintains all the accountancy operations to ensure your business is running smoothly.

Qualified and Experience Team

All our services are fully managed by highly qualified and experienced accounting professionals. They offer you the best service and streamline your companies accounting process to function in the most tax-efficient way.

Fixed Monthly
Fees

We offer fixed fee accountancy and taxation services depending on your requirements and circumstances. Our monthly subscription service will fit your budget with no surprises along the way.

Onboarding Forms