
MTD ITSA FAQ: Everything you need to know
MTD ITSA (Making Tax Digital for Income Tax Self Assessment) is part of HMRC’s initiative to modernise the tax system.
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Grow With Confidence
Specialists in strategic accounting services
We find what gets best results for you is starting on strong foundations. This means having a good relationship, this is what sets us apart. Doing this means we get to know your business inside out. After all, our overall aim is to help you achieve your financial and business goals.
Providing you with heaps of experience, knowledge, industry know how we give you better tools to make the best decision for your business.
We are always working in the background to spot new opportunities for you and keeping an eye on the bigger picture to identify risks with solutions to mitigate them.
But the best bit is supporting you is like being part of your team, being by your side as you achieve your goals.
We build strong relationships with you so we get to know you and your business inside out.
We make your business, our business. We want you to achieve your financial and business goals.
We empower you to make the best decisions for you and your business using our years of experience and industry knowledge guiding businesses to become more successful.
We will help you spot new opportunities, see the bigger picture and identify risks with solutions to mitigate them.
The best bit is supporting you like we are part of the team and being by your side to achieve your goals.
We believe every ambitious business owner should have an equally ambitious accountant. Together we make a great team.
What we do
Covering all your accounts production, tax computations, VAT submissions, personal tax, payroll. Added values services like monthly management accounts, budgeting, forecasting and cash flow planning are a must for any ambitious business. We act as an objective sounding board, offering challenging, yet always supportive views.
Marketing and business development are often underestimated and overlooked. We want your business to grow so take advantage of our heavily discounted marketing plan. We also partner with digital marketing agencies perfectly placed to help turbo boost your sales generation.
Is the basis of any good financial accounting. Done well, this will lead to better decision making, goal setting and money saved, and more profits earned. Often a time consuming, continuous task. Allow us to optimise your time and results by doing a professional bookkeeping job for you. Time is a valuable resource to spend on bookkeeping. Let us take care of this and you will have high quality data input to create your business analytics from.
Where we add most value to your business, we use our expertise and years of industry knowledge to do strategic business development, tax, payroll, and marketing planning. You can have a full business review from top to bottom so we can report to you the opportunities identified for growth and profit improvement.
As you grow it can be hard to justify hiring the finance resource required to cover all the areas needed to keep you compliant and provide you with quality reports for better decision making. We have the experience, systems, and technology to cover all the functions of a finance department. We can be your virtual finance department.
Whether you have staff or just yourself to pay, let us take care of this time-consuming task and delicately technical area while keeping you fully complaint with HMRC and the latest payroll legislation.
Specialists in strategic accounting services
Proven track record
Honest, transparent, focused on achieving results
Client’s love working with us
Packages to suit all clients
20 plus years of industry experience running finance teams and driving companies forward
360 vision of your business giving you the most comprehensive accounting service possible
Working will many trusted partners so you are always in the best possible hands
Read our reviews or speak to our clients and they will tell you why
Specialists in strategic accounting services
We are an agile, ambitious, forward thinking accounting business. You, the client, is the heart of everything we do. With this in mind, we focus on helping you to achieve your financial and business goals.
With our roots in the Wirral we love helping local enterprise to flourish but also help clients UK wide and with the latest financial technology this has never been easier. We become an extension of your team and no matter where you are located we will make ourselves very visible and accessible (as if we were actually in work with you!).
We are on a mission to help you succeed, grow your business and improve your personal wealth. Our specialist services and years of industry experience places us in a great position to forge a formidable team with you.
Your tailored financial support
The best way to find out what we can do for you is to get in touch. If we can’t help you (or don’t want to help you) we’ll be completely honest.
What our clients think, is what matters most to us
Few people have the opportunity to work with someone who has such a clear & solid understanding of their business goals like John does. I was also impressed by John’s ability to deal with setbacks with unrelenting positivity and he would be a valuable asset to any organisation in both an operational & finance capacity.
Drew Clayton
It is rare these days to have the opportunity to work with someone as enthusiastic, diligent and professional as John. I had the pleasure of working with John recently on a complex commercial project and his attention to detail, financial acumen and ability to engage others is exceptional. It was a pleasure working with John and I would not hesitate to recommend John for any role.
Chris Heeley
John would always have an eye on the detail while not losing focus on the strategic direction of a situation. He supported the North West region to deliver a demanding welfare to work contract, whilst at the same time was a good support for the rest of his team based around the country. Our monthly team meetings were always a pleasure to attend as John can be sure to provide good value fun and energy to any given situation. Thanks John for your help.
Roddy Barrow
John is an absolute pleasure to work with. He's hard working, diligent, personable and all in all gets the job done! I would jump at the chance to work with him again.
Lauren Kelly
Get in touch if you need to ask anything else
Changing accountants is straightforward. The key decision is to get in touch with your new accountant and provide permission for us to contact your current accountant. Everything else is taken care of by us and it will even mean your current accountant will still speak to you afterwards. There are no scary forms or delays or lost information as the process is seamless and quick.
If you are running a business, then the short answer is ‘yes’. What you need an accountant for is why we have a discovery call first. This is the first step to starting our relationship getting to know each other. As we evaluate your business a tailored service is offered that will serve you at the current time. This service is then periodically reviewed to make sure the best value is always being offered.
We do not compete on price but on outstanding value, integrity, teamwork, technology. This way you get the most benefit from us and ultimately become more profitable. If you are an ambitious business owner, you will not be going after the cheapest accountant
From the first discovery call we are evaluating the best value service we can offer you. This means knowing where you have come from, where you are and where you are aiming for. Establishing this allows us to give you the tools to get to reach your goals. By professionalising your finance function through technology, up to date processes and providing you with the key information to drive the business forward you will have full control of your cashflows, investments, capital, funding requirements plus a close eye on what is working or not working in your business. Basically, this is what we do best and why we have long term relationships with our clients.
Keeping Your Informed
MTD ITSA (Making Tax Digital for Income Tax Self Assessment) is part of HMRC’s initiative to modernise the tax system.
Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is a major change in the way self-employed individuals and landlords in the UK manage and report their taxes.
With April 2025 just around the corner, businesses and individuals need to prepare for some key updates that could impact finances, tax planning, and payroll.
John Morgan Accountants is the trading name of John Morgan Accountants Limited
Registered in England & Wales with company number 12464443
Registered office address is Whitfield Business Centre 184-200 Pensby Road Heswall Wirral CH60 7RJ
Information Commissioner’s Office registration number C1103474
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