Caldwell Penn Chartered Accountants

Caldwell Penn Chartered Accountants is a firm of chartered accountants and tax advisers with offices in Central London, Guildford and Farnham. It has been helping businesses manage their finances for more than 25 years, working with both established companies and start-ups. Services are arranged in tiers, from core compliance up to growth and investment support.

What Caldwell Penn Chartered Accountants does

• Accountancy: bookkeeping, annual accounts, corporation tax and VAT returns, company formation and secretarial work, and Xero support.
• Audit and assurance: statutory audits that also give insight into the business.
• Tax advisory: planning and compliance for companies and individuals, including self assessment and IR35.
• R&D tax relief: identifying qualifying activity and preparing claims.
• Payroll and business performance: PAYE, pensions auto-enrolment, CIS, budgeting, cash flow forecasts and management accounts.
• Investment schemes: EIS and SEIS advance work and EMI share options.

Who it works with

About 60% of clients sit in four sectors: professional services; technology, including SaaS, crypto and software firms; manufacturing and logistics; and charities and social enterprises. It also serves retail, construction and hospitality.

Key facts

• Based in: Central London, Guildford and Farnham
• Experience: over 25 years
• Directors: Mark Martin (founder and tax), Jamie Snell (client finance), Katie Halsall (audit)