Quote - Leonard & Co

Please fill in this form, this will give us enough information to quote on your accountancy service….

Thank you for the interest you have shown in our company. The information you provide below will be used to provide you with a tailored quote to match your needs, none of the information you provide will be shared with any third party.
If your not in business but would like us to provide you with a quote to complete your personal tax return, please go to the Personal Tax Return section below.
Business Name
Financial Year End Date
Industry/Nature Of Business
You Trade As ?
Turnover Please select most appropriate
Vat Registered ? If yes, flat rate or standard method ?
Do you require us to prepare and file your VAT Return ?
Number of Employees (Including Directors if a Limited Company)
Do you require a bookkeeping service ?
Type of accounting records
If computer software used, please state name
Please provide any other useful information which you consider relevant to your quote -

How many Tax Returns are there to prepare?
Besides the income from the above business, if applicable, what other income do you receive?
State pension
Private pension (including work related pensions)
No. of private pensions
Do you have an investment portfolio and receive an annual summary ?
Do you receive dividend income from individual share holdings not held in an investment portfolio ?
Approximate no. of different share holdings you hold
Bank interest received
Approximate no. of bank accounts held
Do you own any rental property ?
How many properties do you own ?
Have you made any capital gains during the year ?
Please provide any other useful information, i.e. Do you receive foreign income, if so, please give brief details -