About Us
Charlotte Halsall
Charlotte is a director at TaxSavers.
She is a fully qualified accountant and a Fellow of the Institute of Financial Accountants and holds a degree in Accounting and Finance.
She has experience in all areas of tax and accountancy.
She loves working with different people in business and her real passion is in assisting and advising businesses on development and growth.
Wen Bi
Wen is the Downend Office Manager.
She is a member of AAT, a certified Quickbooks Pro Advisor and specialises in limited company and sole trader accounts and tax work.
She speaks fluent Mandarin and is our port of call for all of our Mandarin speaking clients.
Technically competent she can resolve most issues.
Carolyn
Carolyn is a Consultant accountant to the practice.
She is a Fellow member of AAT, a Fellow member of ATT, a certified Quickbooks Pro Advisor and has had 34 years of experience in accountancy and tax and looks after our limited company and sole trader accounts.
She also prepares Self assessment tax returns.
Overall a lovely person to deal with.
Debs
Debs is a Consultant accountant to the practice.
She is a member of CIMA, has been director of finance running large company internal accounts departments has had 25 years of experience in accountancy.
She looks after some of our limited company clients.
A confident helpful person, a safe pair of hands.
Sarah Berry
Sarah runs our payroll and CIS submission bureau and is very knowledgeable in payroll and CIS matters.
She is AAT Level 3 Advanced Diploma in Accounting qualified, a certified Quickbooks Pro Advisor and looks after some of our self assessment tax return clients.
She is an extremely helpful, competent member of staff with all round accountancy and tax experience.
Jon Halsall
Jon is an assistant manager and brings a wealth of knowledge and experience to the practice.
He is an experienced bookkeeper and tax specialist, a certified Quickbooks Pro Advisor and looks after our VAT returns and some of our self assessment tax return clients for our Downend office clients.
Very approachable, he prides himself on getting it right.
Rachel
Rachel looks after our Portishead office. She is an IAB qualified bookkeeper and an experienced office administrator.
She works on clients bookkeeping and books clients in for meetings and is an extremely helpful competent person.
Overall a lovely person to deal with.
Louise
Louise is a bookkeeper in our Portishead office.
She has over 40 years experience in bookkeeping and is a reliable pair of hands.
She assists our clients in the MTD process.
A cheerful helpful person who likes to help. Nothing is too much for her.