About

A small firm, built for the businesses we serve.

The Tax Network Group is a boutique accountancy and tax advisory practice for established founders and owner-managed businesses, and for their owners personally where the two positions overlap.

We were built around a particular kind of relationship: close, continuous and commercially involved. That shapes how many clients we take on, how often you hear from us and what we consider our job to be.

The partners

Built around senior involvement.

Leon Stevens

Managing Partner

Leon trained at Deloitte and spent ten years in the Big 4, latterly at KPMG, as a specialist tax adviser to high-net-worth individuals and expatriates in the financial services industry. It is work where the sums involved leave no room for an approximate answer. He left to build a practice that could apply that standard of thinking at closer range, and now leads the firm’s work for high-net-worth individuals and business owners: the compliance that has to be right, and the planning that determines how much tax is paid in the first place.

Dale Moore

Managing Partner

Dale built his career in boutique independent practice, where an adviser carries a client’s whole position rather than one specialism, before establishing his own firm. His experience runs across both individual and company taxation, which is the combination that matters most to an owner whose personal position and company are really a single question. He specialises in tax planning for high-net-worth individuals and business owners, and takes on the work where structure, timing and personal consequences have to be weighed together.

The Tax Network Group was established to provide that advice within the same relationship that looks after the underlying accounting and tax position.

Who we work with

Businesses that have outgrown a reactive accountant.

The businesses we work with are usually past the earliest stage. There is an established operation, a team, a plan and decisions being made that carry real financial consequences: hiring, premises, investment, borrowing, acquisitions, structure, succession or eventual sale.

What they tend to have outgrown is an accountant who completes the filing accurately but is not close enough to the business to be useful between year ends.

We also act for private clients where the work suits the same considered approach, particularly business owners and families whose personal and corporate tax positions need to be considered together.

How we work

Four steps, then a steady rhythm.

  1. 01

    Understand the business

    The model, the margins, the cash cycle, the plans, the people and what you ultimately want the business to provide for you as owner.

  2. 02

    Build the foundations

    Get the bookkeeping, compliance, systems and underlying data right so the numbers are dependable enough to make decisions from.

  3. 03

    Set the rhythm

    Agree what information you need and when: management accounts, forecasts, tax projections and review meetings.

  4. 04

    Advise as things change

    Then the useful part: early input when a hire, investment, acquisition, structure or other significant decision arises.

Every accountant can file a tax return. Far fewer can help an owner decide whether acquiring another business is the right move.

Our role is to help business owners make better financial decisions.

A conversation

If you need more from your accountant, we should talk.

An initial conversation is an opportunity to understand the business, what is changing and the decisions ahead. We will establish what you need and whether The Tax Network Group is the right firm to provide it.

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