Balvinder Sangha BSc (Hons) ACA

Balvinder is a Chartered Accountant in the Bicester office with over 8 years’ post qualification. Experienced in an array of taxation areas for both corporate and individuals, statutory financial statements and advisory services for a diversified client base.

Passionate about establishing long-standing relationships with clients, Balvinder aims to help ease the pressures of tax and accounting, along with being proactive to clients’ requirements.

Key experience

• Preparation of statutory financial statements along side Corporation Tax Returns for submission with Companies House and H M Revenue & Customs.
• Preparation of partnership and personal Self-Assessment Tax Returns for submission with H M Revenue & Customs, ensuring appropriate allowances and reliefs utilised.
• Preparation of VAT Returns for submission with H M Revenue & Customs under various VAT schemes tailored to the needs of clients. Plus, general administration, such as registration and deregistration.
• Individual and family tax planning on extracting profit from limited companies.
• Capital Gains Tax declaration on disposal of UK residential properties both online and for digital excluded individuals.
• Advising clients on and negotiating with H M Revenue & Customs regarding tax investigations.
• Assisting with tax disclosures to bring clients’ non-compliance up to date with H M Revenue & Customs, such as the use of the Worldwide Disclosure Facility.
• Assisting with general tax compliance for all clients, including overpayment relief claims and review of H M Revenue & Customs tax calculations and registration for Self-Assessment.
• Assisting companies with migrating their financial data onto cloud-based accounting platforms, primarily Xero.

Interests

Outside of the office, Balvinder looks forward to spending time with her young family,
exploring local coffee shops and active days out in London and Oxford.