Tax advisers in Telford at a glance

Every ranked tax adviser in round tax-advisers-2026-09, with its score out of 100, public ratings and the industry qualifications we could source. Full evidence is on each assessment page.
Ranktax adviserScoreRatingsQualificationsBest for
1 Spotlight Accounting 69.8 Google 4.9/5 (68) ICAEW Best overall: full chartered tax menu with cover stated and monthly fees agreed upfront
2 Croft & Oakes Chartered Financial Planners 69.4 Google 5.0/5 (95) Financial Conduct Authority, Chartered Financial Planners retirement and inheritance-tax planning with a chartered Telford firm
3 HPL Accountancy 68.1 Google 5.0/5 (40) IAB, Xero Certified Advisor, QuickBooks Certified ProAdvisor sole traders and small firms wanting remote accountancy with quick responses
4 Turas Accountants 67.1 Google 5.0/5 (57) ACCA, Institute of Financial Accountants, ATT, AAT small firms wanting an accountant-led team with tax qualifications
5 8 Financial Planning 66.6 Google 5.0/5 (30) Financial Conduct Authority business owners planning retirement and passing on wealth
6 Brush Up Accounting 65.9 Google 4.8/5 (17) Xero Accredited Adviser sole traders and landlords wanting plain-English tax and accounts help
7 Pensionlite 65.7 Google 4.9/5 (74); Reviews.co.uk 4.8/5 (225) Financial Conduct Authority retirement savers wanting pension and tax planning in one place
8 TaxAssist Accountants Telford 61.2 Google 4.8/5 (32) Can't be sourced self assessment and small-business tax work on fixed fees
9 ChadStone Accountancy & Tax 60.4 Google 5.0/5 (109) Can't be sourced Telford firms wanting a local accountant with a long review trail
10 Company Select (UK) Limited 60.1 Google 5.0/5 (103) Can't be sourced Greek-owned firms entering the UK and small firms needing formation help

The ranking

Scored on the home trades rubric v2.0.

  1. 1rank

    Spotlight Accounting

    Best overall tax adviser: full chartered tax menu with cover stated and monthly fees agreed upfront

    Our view: Spotlight suits a small or growing firm that wants a full tax menu from a chartered practice with insurance stated and monthly fees agreed in advance [1]. The company record goes back to 2007 [2]. Against that, no fee figures appear on the site [1].

    69.8 / 100

    Strengths

    • The tax menu is specific: corporation tax, personal tax, pre-year-end planning, property tax, R&D and VAT [1].

    • ICAEW chartered accreditation and professional indemnity insurance are both stated on the site [1].

    • The company record stretches back to 2007, the longest in this round [2].

    Limitations

    • No fee figures are published on the homepage, only the promise of pre-agreed monthly fees [1].

    Service area: Shifnal, Telford

  2. 2rank

    Croft & Oakes Chartered Financial Planners

    Best for: retirement and inheritance-tax planning with a chartered Telford firm

    Our view: Croft & Oakes suits you if you want retirement and inheritance-tax planning from a chartered Telford firm with a strong review record [1] [3]. The company has been active since 2015 [2]. Against that, the site publishes no fee information and no insurance details, which leaves two gaps on the page [1].

    69.4 / 100

    Strengths

    • The review record is strong: 5 out of 5 from 95 Google reviews, seen 4 September 2026 [3].

    • FCA authorisation under reference 731020 and Chartered status are both stated on the website [1].

    • Inheritance-tax advice sits inside a wider planning service with pensions, investments and wills [1].

    Limitations

    • The site publishes no fees or charges and no insurance details [1].

    Service area: Telford

  3. 3rank

    HPL Accountancy

    Best for: sole traders and small firms wanting remote accountancy with quick responses

    Our view: HPL suits a sole trader or small firm that wants VAT, payroll and self-assessment help from a responsive remote practice with stated software credentials [1] [2]. The review record is a clean 40 five-star ratings [4]. Against that, the company record starts in 2023 and the site shows no fees or insurance details [1] [3].

    68.1 / 100

    Strengths

    • The review record is clean: 5 out of 5 from 40 Google reviews, seen 4 September 2026 [4].

    • Three software and professional credentials are stated: Xero Advisor and Tax Specialist, QuickBooks ProAdvisor and IAB membership [2].

    • Contact is flexible, with phone, email, WhatsApp and a free-consultation booking route [1].

    Limitations

    • No fee figures and no insurance details are published on the pages checked [1].

    Service area: Telford

  4. 4rank

    Turas Accountants

    Best for: small firms wanting an accountant-led team with tax qualifications

    Our view: Turas suits a small Telford firm that wants accounts, payroll and tax advice from a qualified team with a clean review record [1] [2] [4]. The company has been active since 2012 [3]. Against that, the site publishes no fee information and no insurance details [1].

    67.1 / 100

    Strengths

    • The team page names four relevant credentials: ACCA and Institute of Financial Accountants membership, plus ATT and AAT qualifications [2].

    • The review record is clean: 5 out of 5 from 57 Google reviews, seen 4 September 2026 [4].

    • The company has been active since 2012, with tax advice part of the stated service [2] [3].

    Limitations

    • No prices or fee statements and no insurance details are published on the pages checked [1] [2].

    Service area: Telford

  5. 5rank

    8 Financial Planning

    Best for: business owners planning retirement and passing on wealth

    Our view: 8 Financial Planning suits a business owner or retiree who wants independent wealth and estate planning from an FCA-regulated local firm [1]. The review record is a clean 30 five-star ratings [3]. Against that, the site shows no fee figures and no insurance details, and the company record starts in 2021 [1] [2].

    66.6 / 100

    Strengths

    • The review record is clean: 5 out of 5 from 30 Google reviews, seen 4 September 2026 [3].

    • FCA authorised-and-regulated status is stated on the website [1].

    • The fee approach is stated up front: fees agreed at the initial meeting by complexity and time [1].

    Limitations

    • No fee figures and no insurance details are published [1].

    Service area: Telford, Shropshire

  6. 6rank

    Brush Up Accounting

    Best for: sole traders and landlords wanting plain-English tax and accounts help

    Our view: Brush Up suits a sole trader or landlord who wants tax and accounts help in plain language from a small named team [1] [2]. The review record is positive across 17 ratings [4]. Against that, the site shows no fee figures and no insurance details, and the company record starts in 2021 [2] [3].

    65.9 / 100

    Strengths

    • Tax returns, self assessment guides and Making Tax Digital support are prominent across the site [1].

    • The founder is presented as a qualified accountant and Xero Accredited Adviser with a named team [2].

    • Fixed monthly fees reviewed quarterly are stated [2].

    Limitations

    • No fee figures and no insurance details are published on the pages checked [1] [2].

    Service area: Telford

  7. 7rank

    Pensionlite

    Best for: retirement savers wanting pension and tax planning in one place

    Our view: Pensionlite suits you if you want pension, tax and inheritance-tax planning from a chartered Telford firm with the deepest review base in this round [2] [4] [5]. The firm traces its Telford presence to 2008 [2]. Against that, the site publishes no fee figures and no insurance details [1].

    65.7 / 100

    Strengths

    • The review base is the widest in this round: 225 Reviews.co.uk ratings at 4.8 alongside 4.9 from 74 Google reviews [4] [5].

    • Tax planning and inheritance-tax planning are named specialisms within the retirement-planning service [2].

    • Chartered Financial Planner status is stated, with the Chartered Insurance Institute named as scrutineer [2].

    Limitations

    • No fee figures and no insurance details are published on the pages checked [1] [2].

    Service area: Telford

  8. 8rank

    TaxAssist Accountants Telford

    Best for: self assessment and small-business tax work on fixed fees

    Our view: TaxAssist Telford suits an individual or independent business that wants a visible local office, a free first consultation and a fixed fee quote [1]. The company has been active since 2014 and the review record is solid [2] [3]. Against that, the page names no professional registration and states no insurance cover [1].

    61.2 / 100

    Strengths

    • The local page names its owners and gives a shop address, opening hours, phone and contact form [1].

    • Fees are fixed and tailored after a free consultation, which the page states up front [1].

    • The company record has been active since 2014 [2].

    Limitations

    • No professional registrations and no insurance details appear on the local page [1].

    Service area: Telford

  9. 9rank

    ChadStone Accountancy & Tax

    Best for: Telford firms wanting a local accountant with a long review trail

    Our view: ChadStone suits a Telford business owner who wants a local accountant with a deep review trail and a bookable first meeting [1] [3]. The limited company has been active for over a decade [2]. Against that, the site gives no figures on fees and states no insurance cover or professional registration [1].

    60.4 / 100

    Strengths

    • The review record is unusually deep: 5 out of 5 from 109 Google reviews, seen 4 September 2026 [3].

    • The company record is checkable: CHADSTONE ACCOUNTANCY & TAX LTD has been active since 25 June 2014 [2].

    • First contact is simple, with a bookable discovery meeting and phone lines the site says are never too busy [1].

    Limitations

    • No prices, rates or VAT position are published, and no insurance or professional registration details appear on the pages checked [1].

    Service area: Telford

  10. 10rank

    Company Select (UK) Limited

    Best for: Greek-owned firms entering the UK and small firms needing formation help

    Our view: Company Select suits a small or Greek-owned firm that wants formation, tax accounting and day-to-day business support from one Telford supplier [1] [3]. The company record stretches back to 2008 [2]. Against that, the site publishes no fee figures and names no professional registration or insurance cover [1].

    60.1 / 100

    Strengths

    • The review record is strong: 5 out of 5 from 103 Google reviews, seen 4 September 2026 [3].

    • The company has been active since 7 October 2008, one of the longest records in this round [2].

    • The service covers the back-office gaps small firms feel: tax accounting alongside HR, legal and admin support [1].

    Limitations

    • No prices, fee figures, insurance details or professional registrations are published on the pages checked [1].

    Service area: Telford

Also researched

Eligible and scored providers outside the published ranking.

  1. Granville Bookkeeping Services 57.3 / 100 Granville Bookkeeping Services is a Telford bookkeeping and admin practice covering sole traders, partnerships and limited companies [1]. It holds 4.9 out of 5 from 19 Google reviews [2]. The site offers a no-obligation quotation by phone, email or contact form [1].
  2. The Will Club 58.4 / 100 The Will Club is a Telford estate-planning practice offering will writing with lifetime updates on a subscription basis [1]. It holds 5 out of 5 from 57 Google reviews [2]. You can book a 15-minute discovery call or send a message through the website [1].

How we chose

We started from the 58 tax advisers Google Maps shows across Telford. Professional credentials were sourced from the CIOT and ATT member directories, the ICAEW directory of firms and the FCA register, alongside each firm's own website [2] [3] [4] [5]. Each business must first meet our basic checks: it is who it says it is, it is trading today and can be reached, and anything it must hold by law is in place. Ten firms met all three. What customers say counts most toward the score, then qualifications, then whether the firm has traded two years or more and whether its cover is stated, then pricing clarity and website detail. All evidence is dated 4 September 2026.

How to hire

Match the adviser to the job first. An accountant owns your books, returns and filings; a tax adviser plans how much tax you pay across income, property, dividends and capital gains; a financial planner owns pensions, investments and inheritance-tax planning, and must appear on the FCA register to give regulated advice [5]. This table mixes all three, so read each card for what the firm actually does. Anyone in the UK can call themselves a tax adviser with no qualifications at all, which is why the checks below matter [1].

Check credentials before you book. Search the CIOT directory for Chartered Tax Advisers and the ATT directory for Taxation Technicians, then confirm the name that comes back is the person you are hiring [2] [3]. For an accountant, search the ICAEW directory of firms [4]. Members of these bodies must keep their skills current, and members in practice must hold professional indemnity insurance, which protects you if their work is wrong [1]. A logo on a website proves nothing on its own. If the name does not appear, ask why before you go further.

Ask how the firm handles Making Tax Digital for Income Tax. Sole traders and landlords with qualifying income over fifty thousand pounds should have started quarterly digital reporting from April 2026, and the threshold drops to thirty thousand pounds from April 2027 [8]. Your adviser should name the compatible software you will use and explain what you must record and when. Bring bank statements, invoices, receipts, rental accounts and last year's return to the first meeting so the quote reflects the real workload.

Get two or three written quotes on the same summary of your work and compare like with like. Each quote must show the scope, which returns and filings are included, the fee basis, whether VAT is added, and any extras such as software licences or Companies House fees [12]. A fixed monthly fee suits ongoing help, while hourly billing suits a single question, at roughly seventy-five to two hundred pounds an hour [10]. Treat an outlier far above or below the rest as a question rather than a bargain, and ask what is included.

Know the dates your adviser is working to. You must tell HMRC by the fifth of October if you need to file for the previous year, paper returns are due by the end of October, and online returns plus payment by the end of January, with a second payment on account at the end of July [6]. Filing late brings an immediate hundred-pound penalty plus daily charges [7]. Expect ID and income-detail checks at the outset, since advisers must hold anti-money laundering supervision, so a firm that asks for nothing is cutting corners [1].

Finish with paperwork you can file. You should hold an engagement letter setting out the scope and fees, a copy of every filed return with its submission receipt, the tax calculation, and your payment references and deadlines [6]. If the firm is a limited company, its record should be there to check at Companies House [11]. Keep quotes, invoices and filings together where you can find them at sale, remortgage or enquiry. If the work goes wrong, Citizens Advice sets out your consumer options [12].

Pricing

As of summer 2026, rough Telford ranges run like this: a standalone self assessment return £150–£400 plus VAT; simple employed returns £150–£250; sole traders £200–£350; directors £250–£400; partnerships £300–£600 or more [9]. These are national guide figures from current fee surveys, and Telford usually sits below London and South East prices [9].

Monthly packages suit ongoing help. Sole-trader packages run £30–£80 a month, basic limited-company compliance starts near £80 a month, and a full package with payroll, VAT and management figures reaches £200–£500 [10]. One-off questions billed by the hour run £75–£200 [10]. Firms in this round lean toward fixed or monthly fees but publish almost no example rates, so treat any single price with no breakdown as a question, not an answer.

Three things move the price most: how complex your income is, how organised your records are, and how close to the January deadline you file, with rush fees adding £50–£150 [9]. Each extra income stream can add £75–£200, and London practices charge a fifth to nearly a third more than firms elsewhere [9]. Tidy cloud-software records kept through the year pull the fee back down [9].

Ask whether VAT is added on top, since published ranges exclude it [9] [10]. Get the scope in writing before work starts: exactly which returns, accounts and filings are included, what changes the price if the books are worse than expected, and when fees are reviewed. Agree payment stages and keep every quote, invoice and filing receipt together [12].

Red flags

Calls itself a tax adviser but names no professional body membership you can check in a directory [2] [3].

Quotes a self assessment or monthly package without asking what income streams and records you have.

Gives one fixed price for company work with no breakdown of labour, filings and VAT [10].

Asks for full payment in cash before any work starts, with no written terms.

Never asks for ID or details of your income at the outset [1].

Promises a refund size or a tax saving before seeing your books.

Will not put the scope, the fee and the filing deadlines in writing before starting.

Questions about tax advisers

Should I hire a tax adviser or an accountant?

An accountant owns your books, returns and filings across the year, while a tax adviser plans how much tax you pay across income, property, dividends and capital gains. A financial planner owns pensions, investments and inheritance-tax advice, and must appear on the FCA register to give regulated advice [5]. Many Telford firms cover more than one of these. Read each card for what the firm actually does, then send the same summary of your work to two firms and compare.

How do I check a tax adviser's qualifications?

Search the CIOT directory for Chartered Tax Advisers and the ATT directory for Taxation Technicians, then check the name that comes back is the person you are hiring [2] [3]. For an accountant, search the ICAEW directory of firms [4]. Members must keep their skills current, and members in practice must hold professional indemnity insurance [1]. A logo on a website proves nothing alone. Ask for the membership details and check them yourself before you book.

How much does a self assessment return cost in Telford?

Current fee guides put a standard self assessment return at £150–£400 plus VAT, with sole traders around £200–£350 and directors around £250–£400 [9]. Messy records, extra income streams and filing close to the January deadline all push the fee up [9]. Firms in this round lean toward fixed or monthly fees but publish almost no example rates. Send your records summary to two or three firms and compare itemised quotes.

Do I need an adviser for Making Tax Digital?

Possibly. Sole traders and landlords with qualifying income over fifty thousand pounds should have started quarterly digital reporting from April 2026, with the threshold dropping to thirty thousand pounds from April 2027 [8]. You need compatible software, quarterly updates and a final return through it. An adviser should name your software and explain what you record and when. Ask yours how they handle quarterly updates before you sign up.

What should I bring to the first meeting?

Bring bank statements, invoices, receipts and expense records for the year, plus rental accounts if you let property and last year's tax return if you have one. Add your employment income details, dividend vouchers and any letters from HMRC. The messier the records, the higher the fee, since tidying them is billed time [9]. Put everything in one folder, paper or digital, and bring it to the first meeting.

When are the tax return deadlines?

You must tell HMRC by the fifth of October if you need to file for the previous year. Paper returns are due by the end of October, while online returns and payment are due by the end of January, with a second payment on account at the end of July [6]. Late filing brings an immediate hundred-pound penalty plus daily charges, and late payment brings further penalties with interest [7]. Put the January date in your diary and file early.

Who should handle my inheritance-tax planning?

Use a chartered financial planner rather than a general accountant. Croft and Oakes, 8 Financial Planning and Pensionlite all offer retirement and inheritance-tax planning in this round, with chartered status stated on their sites. Anyone giving regulated financial advice must appear on the FCA register, so search the register for the firm before the first meeting [5]. Ask what ongoing advice costs, since none of the three publishes fee figures.

How is this ranking decided?

We started from 58 local firms and scored the ten that met our basic checks: each is who it says it is, trading today and reachable. What customers say counts most toward the score, then qualifications, then trading history and cover, then pricing clarity and website detail. Firms are listed in score order. Read the at-a-glance table for the scores behind each place.

How often is the ranking updated?

Each round carries its evidence date, and this one is dated 4 September 2026, so you can see how fresh every check is. We reassess the table as new evidence arrives and publish a new round when the picture changes. If you run one of the firms listed, use the Claim a listing link on the page to send updated detail for the next round.

What paperwork should I keep?

Keep the engagement letter, a copy of every filed return with its submission receipt, the tax calculation, and your payment references and deadlines [6]. If your adviser is a limited company, its record should be there to check at Companies House [11]. File quotes and invoices with the returns so the full trail sits in one place. Put the folder where you can find it at sale, remortgage or enquiry.

The bottom line

For most people, start with Spotlight Accounting: a chartered practice with the full tax menu, insurance stated and monthly fees agreed in advance. Its site shows no fee figures, so ask for the monthly figure and what it covers before you sign. If retirement or inheritance tax is the job instead, Croft and Oakes is the closer match, and Pensionlite pairs pensions with tax planning for savers.

For plain-English help with returns, shortlist HPL Accountancy, Turas Accountants or Brush Up Accounting, and for a walk-in office with a fixed quote, try TaxAssist in Madeley. Then send the same summary of your income and paperwork to two or three firms, compare itemised quotes, and check the filing deadlines on your return before you pay.

Sources

  1. CIOT — choosing a tax adviser Retrieved 4 September 2026.
  2. CIOT — find a Chartered Tax Adviser member Retrieved 4 September 2026.
  3. ATT — find a Taxation Technician member Retrieved 4 September 2026.
  4. ICAEW — find a chartered accountant Retrieved 4 September 2026.
  5. FCA register — check a regulated firm Retrieved 4 September 2026.
  6. GOV.UK — Self Assessment deadlines Retrieved 4 September 2026.
  7. GOV.UK — Self Assessment penalties Retrieved 4 September 2026.
  8. GOV.UK — Making Tax Digital for Income Tax Retrieved 4 September 2026.
  9. Sleek — self assessment accountant fees 2026 Retrieved 4 September 2026.
  10. DASA Accountancy — accountant fees UK 2026 Retrieved 4 September 2026.
  11. Companies House — search the register Retrieved 4 September 2026.
  12. Citizens Advice — consumer help Retrieved 4 September 2026.

Corrections and business responses

Tell us what needs checking, or ask to claim a listing and reply to an assessment.