Supporting your financial wellbeing with a range of tax and accountancy services
Lerica Tax Accountants
At Lerica we’ve been working with businesses and individuals in and around Bradford on Avon, Bath and Wiltshire since 1999. As a leading firm of tax advisers, with a particular expertise advising property-related businesses, we’ve built our business on listening to our clients. Whether advising start-ups, businesses, individuals or trustees & executors, we have a great track record of supporting our clients to achieve their objectives and long-term goals. Our relationships are always built on transparency, trust and mutual respect – building meaningful and close relationships with clients. Our proven track record of bringing clarity and understanding to our clients financial affairs in a timely and supportive way is why clients see us as their trusted adviser.
Our Services
We know that running your own company and managing your personal tax affairs can sometimes feel a little overwhelming and that’s why we take a holistic approach, providing support and advice.
Our Team
At Lerica our team are our strength, providing continuity to your affairs, with a friendly ear and a deep understanding of your financial needs.
Our Approach
Putting your financial wellbeing at the centre of everything we do, means taking a holistic approach. It’s not all about saving you money in tax (although we’re pretty good at that too) – it’s also about planning ahead and creating a healthy financial future for you.
Our Values
L – Listening, learning
E – Empathetic, experts
R – Reliable, reassuring
I – Integrity, invested
C – Clarity, communicate
A – Approachable, accountable
Testimonials
We would like to say that they are rubbish; that way we wouldn’t have to share their services with other clients. But in truth we’re very pleased with the services they’ve given us. They’ve shown a willingness to think outside the box in providing bespoke solutions to the issues our business has presented. They’re committed to ensuring we don’t pay a penny more in tax than we have to and have shown the ability to provide advice on our structures, which we’d only thought to be within the remit of the larger accountancy firms. They’ve delivered their services in a friendly and relaxed manner, always taking account of our requirements in the short, medium and long term.
Giles Redman & John Sims-Hilditch – Directors of Neptune Europe Ltd
I’ve utilised the services of DRA Tax Accountants (now Lerica Tax Accountants) for the past 10 years to help me with personal taxation matters and all aspects of financial management for my small business, from setting it up to completing the company accounts. Throughout this time the team has provided me with support that’s been bespoke to my needs, and which has greatly assisted me with longer-term financial planning. They’ve always been quick to react to planned tax changes by providing me with an uncomplicated interpretation of the change, which has allowed me to make better financial decisions based on their advice. The whole team provides a very personal service, which I value highly.
Martin Duffy, Director – DMsqd Limited
I have been aware of Claire and her team for many years, but only in the last 2-3 years have I been an official client. They never fail to amaze me with their range of expertise. The smallest matter or the most complex tax situation seemingly is taken in their stride. I find them to be efficient, warm, friendly, and haven’t once been less than impressed (Billy is especially patient). I love working with them, hopefully they feel the same, and I expect to be working with them for many years to come. The new brand, Lerica, seems really fitting, and I wish them all the best for the future under the new banner.
Simon Binder, Director – Binder Consult
We’ve recently appointed Lerica as our accountants. We found the onboarding process to be seamless, and the client portal very easy to navigate with timely reminders. We were impressed with the turnaround of our financial statements and the client-focused service we received from Billy and Claire.
Samantha Kennerley, Director – Tresco Ventures
DRA Tax Accountants (now Lerica Tax Accountants) provides a great collaboration with solid, sound advice, clearly explained. The company has been a key part in the growth of my business as they have taken the time to understand our aims.
John Morrison – Consultant
The staff at DRA Tax Accountants (now Lerica Tax Accountants) are always available and able to impart good advice in a language we can understand. It’s been invaluable to find a firm in which we can have total confidence to do the best for us. Even though we’re a small firm, we feel they put 100% effort into working out what’s right for our company. We’re certainly not just another number.
Stewart Herridge & Rhiannon Thomas, Directors – Marston MOT Centre
We very much appreciate the help and guidance that DRA Tax Accountants (now Lerica Tax Accountants) have provided throughout the years in areas such as forward strategic planning for the business and our general Corporation Tax planning.
Ken Cookes ACIB, Managing Director – Cookes Properties Ltd