Property & real estate
A clearer financial picture for every property.
Accounting support for landlords, property investors and businesses managing a growing portfolio.
A personal approach to your finances.
Property finances often sit across several places: letting-agent statements, rental receipts, mortgage payments and invoices for work carried out. Bringing those records together is essential to understanding the performance of a property or portfolio.
Taxwell helps you organise property income and costs, prepare the accounts and returns within your agreed scope, and keep a clearer record of the activity behind the figures. We discuss how you own and use your properties before recommending the support required.
How Taxwell can help
Rental records and reconciliations
Bring agent statements, rent received, service charges and supplier invoices into an organised record. We help distinguish amounts received from amounts still outstanding so the accounts reflect the underlying activity.
Accounts and return preparation
Support with the accounting and tax-return work appropriate to your ownership structure. We review the information you provide and raise questions about transactions that need further explanation or supporting evidence.
Portfolio reporting and planning
Compare income and costs across properties and understand upcoming cash requirements. A consistent reporting approach can make it easier to discuss refurbishment budgets, funding commitments and changes to your portfolio.
Consider the numbers before a major property decision.
A purchase, disposal, refinancing or change in ownership can have consequences beyond the immediate cash movement. Involve your accountant early so the records, likely reporting requirements and need for specialist advice can be considered. We agree the scope before undertaking transaction-specific tax work.
What to bring to our first conversation
- A property list showing ownership and how each property is used
- Letting-agent statements and rental income records
- Mortgage statements and invoices for property expenditure
- Details of purchases, disposals or changes during the period
Working with Taxwell
- Start with a conversation. Tell us how you work, what is already in place and where you need support.
- Agree the services and fee. We confirm the work, responsibilities and information required before the engagement begins.
- Build a practical routine. We agree how records will be shared, raise questions and review your needs as the business changes.
Before we get started
Can you work from letting-agent statements?
Agent statements are a useful starting point, but we may also need bank records and invoices for costs paid directly by you. We confirm the information needed for your circumstances.
Do you support both personal and company-owned property?
We can discuss support for individual landlords and property companies. The accounting and tax work depends on the ownership structure and property activity, so we agree the scope individually.
How do I get a quote?
Use our quote-request page or arrange a conversation with Taxwell. Tell us about your activities, the records you keep and the services you need. We review the requirements and agree the scope and fee with you.
Let’s discuss the support you need.
Bring your questions to Taxwell. We will help you identify a practical next step for your accounts and business finances.
