Verified AccountantsUK firms, verified against the public record
Optimum Tax And Accounting Limited website icon

Optimum Tax And Accounting Limited

Accountant in Fordingbridge SP6

Verified & RegulatedTrust Score100/100Excellent

Companies House: 098920684 Glasshouse Studios Fryern Court Road, Burgate, Fordingbridge, SP6 1QXData updated 07 Jul 2026

In the local market

Optimum Tax And Accounting Limited is one of 15 accountancy practices we verify in Fordingbridge. It is one of only 5 CIOT-regulated firms among them, rather than under the default HMRC scheme. It advertises a wider range of services than most firms we list in Fordingbridge.

Verified Accountants assessment

Optimum Tax And Accounting Limited is a UK limited company based in Fordingbridge, incorporated in 2015 and trading for 11 years.

Public records confirm it is anti-money-laundering supervised by CIOT, a member firm of CIOT, up to date with its accounts (last filed 30 Nov 2024), and running a confirmed website. Its most recent filed accounts, for the year to 30 Nov 2024, report net assets of £2,294, down from £108,008 the year before. Its website shows it handles Small business, Self Assessment, VAT, and Payroll.

How we verify →

Verification record and Trust Score

100/100

Trust Score

Excellent
Public record
AML supervised · CIOT
Active company
Filing compliant
Trading 10 years
Professional qualification
  • CIOT
  • ICAEW
  • ACCA
  • AAT
Contact
Website
Phone
Email

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. 09892068 (opens in new tab)incorporated 2015Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
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 CIOTChartered Institute of Taxation (CIOT) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.firm website · checked 29 Jul
Anti-money-launderingSupervised by CIOTCIOT 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 29 Jul
Sources: Companies House (opens in new tab), firm website (opens in new tab)
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Good fit for

  • Handles Small business, Self Assessment, VAT and Payroll

Specialisms and services

Services
AccountantSmall businessSelf AssessmentVATPayrollBookkeepingLimited company accounts

Message this firm

Send an enquiry and we will pass it to Optimum Tax And Accounting 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 Optimum Tax And Accounting Limited

Directors and officers (1)

  • WESTALL, Karen LouiseSecretary · since 2015

Persons with significant control (2)

  • Mr Martin James WestallOwns 25-50% of shares, 25-50% of voting rights, Can appoint or remove directors
  • Mrs Karen Louise WestallOwns 25-50% of shares, 25-50% of voting rights

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

Related companies

Companies sharing an active director with Optimum Tax And Accounting Limited on the Companies House register.

Shared directorships from the Companies House register. A shared director can mean a family or group structure; it does not by itself indicate anything adverse.

Financials (as filed)

Companies House filing history (opens in new tab) | 2021 to 2024
Net assets
£2.3k
as at 30 Nov 2024-£106k vs 2023
Current assets
£224k
as at 30 Nov 2024+£51k vs 2023
Average employees
5
as at 30 Nov 2024+2 vs 2023
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 employees5331
Net assets£2,294£108,008£227,514£232,460
Current assets£224,112£172,797£292,623£319,804
Fixed assets£1,440£12,719£3,137£4,465
Shareholders equity£2,294£108,008£227,514£232,460

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. 2015Company incorporated
  2. 2024Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Optimum Tax And Accounting Limited a regulated accountant?

Yes. Optimum Tax And Accounting Limited is a member firm of CIOT, and is supervised for anti-money-laundering by CIOT. 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 Optimum Tax And Accounting Limited a chartered accountant?

Optimum Tax And Accounting Limited is a member firm of CIOT, a UK professional accountancy body, but it is not a chartered firm. Chartered status is conferred only by bodies such as ICAEW, ICAS or ACCA.

What services does Optimum Tax And Accounting Limited offer?

Based on its own website, Optimum Tax And Accounting Limited offers Small business, Self Assessment, VAT, Payroll, Bookkeeping, and Limited company accounts. Confirm current services and availability with the firm before engaging. Message this firm →

How long has Optimum Tax And Accounting Limited been established?

Optimum Tax And Accounting Limited was incorporated at Companies House in 2015, so it has been on the register for about 11 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Optimum Tax And Accounting Limited file its accounts on time?

Yes. According to Companies House, Optimum Tax And Accounting 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 Optimum Tax And Accounting 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. Optimum Tax And Accounting Limited scores 100/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

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