Verified AccountantsUK firms, verified against the public record
Jacqueline Morgan Tax Limited website icon

Jacqueline Morgan Tax Limited

Chartered Accountants in Penicuik EH26

Verified & RegulatedTrust Score93/100Excellent

Companies House: SC55154227 Brockwood Avenue, Penicuik, EH26 9ALData updated 07 Jul 2026

Verified Accountants assessment

Jacqueline Morgan Tax Limited is a UK limited company based in Penicuik, incorporated in 2016 and trading for 10 years.

Public records confirm it is anti-money-laundering supervised by ICAEW, a member firm of ICAEW, up to date with its accounts (last filed 30 Nov 2024), and running a confirmed website. Its website shows it handles Self Assessment, VAT, Payroll, and Bookkeeping.

How we verify →

Verification record and Trust Score

93/100

Trust Score

Excellent
Public record
AML supervised · ICAEW
Active company
Filing compliant
Trading 9 years
Professional qualification
  • ICAEW
  • ACCA
  • ATT
  • AAT
Contact
Website
Phone
Emailpending

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. SC551542 (opens in new tab)incorporated 2016Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
  • SIC 69202 - Bookkeeping
  • SIC 78300
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 30 Nov 2024 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of ICAEWInstitute of Chartered Accountants in England and Wales (ICAEW) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.firm website · checked 20 Jul
Professional bodyMember firm of ACCAAssociation of Chartered Certified Accountants (ACCA) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.firm website · checked 20 Jul
Professional bodyMember firm of ATTAssociation of Taxation Technicians (ATT) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.firm website · checked 20 Jul
Anti-money-launderingSupervised by ICAEWICAEW is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.firm website · checked 20 Jul
Sources: Companies House (opens in new tab), firm website (opens in new tab)
Own this firm? Claim or enhance your listing. Get in touch to claim or update this listing

Good fit for

  • Handles Self Assessment, VAT, Payroll and Bookkeeping

Specialisms and services

Services
AccountantSelf AssessmentVATPayrollBookkeepingLimited company accountsManagement AccountsCompany Formation

Message this firm

Send an enquiry and we will pass it to Jacqueline Morgan Tax Limited. No account needed - just your contact details and what you need help with.

We share your message with this firm to answer your enquiry.

People at Jacqueline Morgan Tax Limited

Persons with significant control (1)

  • Mrs Jacqueline Mary MorganOwns 75-100% of shares, 75-100% of voting rights, Can appoint or remove directors, Significant influence or control

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2021 to 2024
Current assets
£25k
as at 30 Nov 2024+£5.0k vs 2023
Average employees
1
as at 30 Nov 2024
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
2024202320222021
CashDebtorsOtherNet assets
Full figures
As filed30 Nov 202430 Nov 202330 Nov 202230 Nov 2021
Average employees1111
Current assets£24,980£19,949£24,404£24,093
Fixed assets-£2,716-£2,716-£2,716-£2,716
Shareholders equity£16,875£13,452£18,585£24,104

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2016Company incorporated
  2. 2024Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Jacqueline Morgan Tax Limited a regulated accountant?

Yes. Jacqueline Morgan Tax Limited is a member firm of ICAEW, ACCA, and ATT, and is supervised for anti-money-laundering by ICAEW. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is Jacqueline Morgan Tax Limited a chartered accountant?

Yes. Jacqueline Morgan Tax Limited is a member firm of ICAEW, so it can use the title Chartered Accountants. "Chartered" and "Chartered Certified" are legally protected UK terms that only members of these bodies may use.

What services does Jacqueline Morgan Tax Limited offer?

Based on its own website, Jacqueline Morgan Tax Limited offers Self Assessment, VAT, Payroll, Bookkeeping, Limited company accounts, and Management Accounts. Confirm current services and availability with the firm before engaging. Message this firm →

How long has Jacqueline Morgan Tax Limited been established?

Jacqueline Morgan Tax Limited was incorporated at Companies House in 2016, so it has been on the register for about 10 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Jacqueline Morgan Tax Limited file its accounts on time?

Yes. According to Companies House, Jacqueline Morgan Tax Limited's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify Jacqueline Morgan Tax Limited?

We build this record only from public, authoritative sources - for this firm, Companies House and firm website, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Jacqueline Morgan Tax Limited scores 93/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

Explore nearby

Weighing up your options?

Compare every verified accountant in Penicuik

Choosing an accountant