About Us

˚OUR WORK AT OPTIMUM

At Optimum Tax & Accounting we are here to assist businesses and individuals in obtaining greater financial strength and security.

We offer accountancy and bookkeeping services along with corporate accounts, tax returns and self-assessment.

Martin Westall

Martin is Optimum’s Managing Director and founder.  He is a member of the Chartered Institute of Taxation with thirty years of post-qualification experience. Having previously worked for some of the country’s most renowned firms, he has obtained an extensive working knowledge of tax. As a Chartered Tax Advisor, Martin has a wealth of experience providing tax advice to a range of clients, particularly owner-managed businesses and high net-worth individuals.  Martin’s strength is in helping individuals keep more of the income and wealth they generate, rather than losing it, unnecessarily, through taxation. This accelerates our clients’ journeys towards financial independence and security.

Nikki Bartlett

Nikki is our Accounts Manager who is proficient in financial accounting principles and practices, giving excellent attention to detail and accuracy and is an experienced practitioner of accounting software and tools. She is currently studying for the renowned ACCA Qualification. She helps our clients with all aspects of Accounts Preparation, VAT submissions, Bookkeeping and Tax Returns.

Emily Main

Emily has many years’ experience in the Tax industry and is currently working towards her ATT Tax Qualification.  She is our Self-Assessment lead, managing our extensive range of client Self-Assessment compliance matters, whether it’s reporting for ex-pats or high net worth individuals selling their businesses or properties. She also has a depth of experience in Capital Gains Tax, IHT and Trust Tax compliance, as well as managing all our clients’ Company Secretarial matters.

Anne Boden

Anne is Optimum’s Payroll Manager, dealing skillfully with all the payrolls and auto-enrolment for our clients.  With many years of experience in the field, she assists with set-up and ongoing payroll compliance.

Amy Harper

Amy is Optimum’s Junior Tax Assistant, having achieved an impressive Distinction in her AAT Level Two, Amy will be assisting Emily with completion and filing our fast-growing roll of self assessment clients with their annual self assessment tax returns.

Alison Wass

Alison is our Office Manager, who has benefitted from over 15 years’ experience in administration, in both public and private sectors.  Alison deals with the smooth running of the office, AML compliance, client onboarding and administration.

01–

Company Accounts

Optimum can provide a range of Corporation Tax planning ideas, from use of pensions and other types of trust, to tax efficient investment within the company to reduce tax.

02–

Self-Assessment

Optimum Tax Solutions can provide the full complement of personal tax services, ranging from a basic tax return preparation to High Net Worth Tax Planning.

03–

Tax Returns

At Optimum Tax & Accounting we advise you on how much income tax you should be paying, what of your income is taxable as well as claiming tax refunds when you’ve overpaid in the past.