The Tax Guys

What The Tax Guys does

The Tax Guys is a UK-based accountancy and tax advisory firm headquartered in London (Wandsworth and Acton offices), founded in 2008 and led by founder Jonathan Amponsah. The firm delivers a five-pillar professional service offering: tax optimisation, tax investigation and HMRC dispute defence, essential accounting, financial management, and AI consulting — all priced on a fixed-fee basis to eliminate open-ended hourly billing. Its core client base is UK small and medium-sized businesses, with vertical specialisation in property and construction, childcare and care homes, accountants and law firms (as a white-label outsourced specialist tax team), and businesses facing HMRC investigations, supplemented by secondary segments in retail/eCommerce, coaching/consulting, and tech companies.

The firm has built and now licences a proprietary AI product suite: CleanBooks AI for bookkeeping automation, Hannah AI for 24/7 client intake and enquiry handling, LedgerLeads for lead conversion in accountancy practices, and Property CFO for property portfolio financial management. These tools are pressure-tested on the firm's own practice before being deployed to clients and external accountancy and law firms, with the AI consulting service monetising the implementation expertise.

The revenue model combines fixed-fee professional services (annual subscription packages, one-off advisory engagements, and tribunal representation) with subscription SaaS revenue from the AI product line and consultancy fees for AI deployment. Customer acquisition is sales-led, driven by a content-heavy website (100+ article knowledge base, free tool downloads), a 'Save Tax in 60 Seconds' lead capture, free initial consultations, and white-label B2B referrals from accountants and law firms. The firm is accredited by ACCA and the Chartered Institute of Taxation and is a British Accountancy Awards winner.

Name

The Tax Guys

Legal name

The Tax Guys

Website

https://thetaxguys.co.uk

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

The Tax Guys is a UK-based accountancy and tax advisory firm serving small and medium-sized businesses across verticals including property, childcare, construction, and professional services, with proprietary AI tools (CleanBooks AI, Hannah AI, LedgerLeads, Property CFO) licensed to external firms, all on a fixed-fee pricing model.

Ownership category

akta.pro rank

Product category

Tax Advisory and Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Tax Return Filing, Processing & Assessment (BPAIADAC), Payroll & Employment Tax Services (BPAHABAD)

Keywords

• Tax advisory services
• Accountancy services
• HMRC investigation defence
• Cloud accounting software
• AI bookkeeping automation

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Professional Tax Advisory Services: Core revenue stream from tax optimisation, tax investigation defence, and tax planning services provided to UK businesses and individuals. Delivered on fixed-fee basis with services ranging from consultation (£495 + VAT) to written tax advice (£2,300+ + VAT).
2. Essential Accounting Services: Ongoing accounting services including statutory accounts, management accounts, payroll, self-assessment, VAT, pensions, and bookkeeping. Delivered as fixed-fee packages.
3. Financial Management Services: Advisory services covering cashflow management, profit improvement, business valuation, growth advisory, financial due diligence, business turnaround, and M&A support.
4. AI Software Products: Licensing and subscription revenue from proprietary AI products: CleanBooks AI (bookkeeping automation), Hannah AI (client intake), LedgerLeads (lead conversion), and Property CFO (property financial management). Available to both The Tax Guys' clients and external accountancy/law firms.
5. AI Consulting and Practice Improvement: Consultancy services for UK accountancy firms and law practices on AI deployment and operational improvement, using tools pressure-tested on The Tax Guys' own practice.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels7 records

Core offering

The Tax Guys is a UK tax advisory and accounting firm providing fixed-fee tax optimisation, HMRC investigation defence, statutory accounting, payroll, VAT, and financial management services to UK businesses and individuals. The firm also develops and licenses proprietary AI products (CleanBooks AI, Hannah AI, LedgerLeads, Property CFO) for bookkeeping automation, client intake, and lead conversion, sold to other accountancy and law firms.

Product overview

The Tax Guys offers a unified platform combining proprietary AI products with professional services. The core AI product suite includes CleanBooks AI (automated bookkeeping), LedgerLeads (lead qualification), Hannah AI (client intake chatbot), and Property CFO (property financial management). These AI tools are complemented by five professional service pillars: Tax Optimisation Services, Tax Investigation Services, AI Consulting and Practice Improvement, Essential Accounting Services, and Financial Management Services. The AI products are available both for The Tax Guys' own use and for deployment within client firms, with the practice improvement service specifically targeting other UK accountancy firms and law practices seeking to adopt these tools.

Differentiator

Problem solved

Functional benefit

Brands

• CleanBooks AI: AI-driven bookkeeping platform for accountants and businesses, providing cleaner records and reduced manual work with real-time visibility over WIP and cashflow.
• LedgerLeads
• Hannah AI
• Property CFO
• CleanBooks Early Years
• CleanBooks Construction
• TaxTurnaround Programme
• PropGAP
• Nursery FinTax Programme
• P.R.O.F.I.T System
• D.R.I.V.E
• RESOLVED Tax Investigation System
• Cashflow Finder Tool
• Cashflow Acceleration System
• TaxFund
• Turnaround Titans

Products and services

• CleanBooks AI AI-driven bookkeeping platform that automates accounting workflows, provides cleaner financial records, and delivers real-time visibility over work-in-progress and cashflow without spreadsheet dependency. Sold to UK accountancy and law firms.
• LedgerLeads Lead generation and qualification platform that helps accountancy practices capture, qualify and convert enquiries into clients, handling calls, form submissions and chat instantly 24/7.
• Hannah AI AI chatbot for client intake and enquiry handling that captures, qualifies and converts enquiries into clients across law firms and other professional practices, 24/7.
• Property CFO Financial management platform for property investors and landlords providing portfolio analysis, tax planning, and growth advisory services.
• Tax Optimisation Services Fixed-fee tax optimisation services including Capital Gains Tax planning, Tax Advisory, Inheritance Tax planning, R&D tax credits, Capital Allowances, Property Tax Planning, VAT Planning, and Business/Company Tax Planning for UK businesses.
• Tax Investigation Services Expert HMRC investigation defence and representation services including Let Property Campaign, Schedule 36 Notices, Voluntary Disclosures, VAT Investigations, COP8/COP9 investigations, R&D Tax Investigations, and Tax Tribunal Appeals.
• AI Consulting, Deployment & Practice Improvement AI deployment and practice improvement consultancy for UK accountancy firms and law practices, including process diagnostics, pilot planning, implementation, and optimisation services.
• Essential Accounting Services Fixed-fee accounting solutions including Statutory Accounts, Management Accounts, Payroll Services, Self-Assessment, VAT, Pensions and Auto Enrolment, and Bookkeeping.
• Financial Management Services Strategic financial management services including Cashflow Management, Profit Improvement, Financial Management, Business Valuation, Growth Advisory Services, Financial Due Diligence, Business Turnaround, and Mergers & Acquisitions.

Quantifiable outcome

• £129,000 in VAT penalties removed during VAT Full Investigation resolved within 9 months
• +6 more outcomes

Named customers9 records

Segments7 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability4 records

Feature11 records

Partnerships

Seven partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationXero is a key accounting software partner. The Tax Guys offers Xero as part of its cloud accounting package, provides free training and setup for Xero, and uses it as a platform for client bookkeeping services. Integration with Xero is central to their 'D.R.I.V.E' Financial Clean Up System.
• QuickBookscoreTechnology or IntegrationQuickBooks is offered as an alternative cloud accounting platform within The Tax Guys' service stack. The firm provides free setup and training for QuickBooks alongside Xero and FreeAgent.
• FreeAgentcoreTechnology or IntegrationFreeAgent is offered as a government-approved accounting software option within The Tax Guys' service packages. Included in the Essential Accounting and Tax Optimisation packages with free setup.
• Buy1Give1 (B1G1)coreStrategic or Co-development PartnerBuy1Give1 is a global giving programme that enables businesses to contribute to charitable causes with every customer transaction. Through B1G1, The Tax Guys has provided 357 days of clean water access to people in need, primarily in Malawi. The partnership is central to The Tax Guys' 'Business for Good' positioning and differentiating ethos.
• CleanBooks AIcoreOEM/ Whitelabel/ Licensing PartnerCleanBooks AI is The Tax Guys' own AI-driven bookkeeping platform. It is both used internally and licensed/deployed to external accountancy firms and law practices. The product is offered as a white-label solution to other practices.
• Hannah AIcoreOEM/ Whitelabel/ Licensing PartnerHannah AI is The Tax Guys' proprietary AI chatbot for client intake and enquiry handling. Deployed both on The Tax Guys website and licensed to external law practices and accountancy firms. Available at hannah.cleanbooksai.com.
• LedgerLeadscoreOEM/ Whitelabel/ Licensing PartnerLedgerLeads is The Tax Guys' proprietary lead conversion platform for accountancy practices. Available to external firms through useledgerleads.com, helping practices capture, qualify and convert enquiries into clients.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Crunch Accounting: Cloud-based UK accountancy for SMBs with tech-led positioning and integration with Xero/QuickBooks — overlaps directly with The Tax Guys' cloud-accounting-led SMB service model.
• Mazuma: UK-focused online accountancy serving SMBs and freelancers with fixed-fee subscription packages, directly comparable to The Tax Guys' Essential Accounting and Tax Optimisation tiers.
• ClearBooks: UK cloud accounting software provider targeting SMBs and accountants, overlapping with The Tax Guys' practice-software positioning and SMB customer segment.
• AccountancyCloud: Tech-forward UK cloud accountancy for startups and SMBs with fixed monthly pricing — comparable model to The Tax Guys' subscription accounting tiers.
• FreeAgent: UK cloud accounting SaaS used by SMBs and accountants; The Tax Guys integrates FreeAgent into its packages and FreeAgent is itself moving into adjacent practice software — a directly comparable platform-plus-service peer.

Broad incumbents

• Mazars UK: Major international audit and advisory firm with a UK tax practice serving SMBs through to enterprise; a broad incumbent whose SMB tax advisory work overlaps with The Tax Guys' core proposition.
• Moore Kingston Smith: UK mid-tier accountancy with broad services including tax advisory for owner-managed businesses; competes with The Tax Guys in the London SMB tax advisory space but at much larger scale and broader portfolio.
• HW Fisher: Established London-based chartered accountancy offering tax planning and business advisory to SMBs and HNW individuals; overlaps with The Tax Guys' tax optimisation services at a broader firm scale.

Emerging players

• Coconut: UK fintech accounting app for freelancers and sole traders with bank feeds and tax pots — adjacent AI-augmented accounting software competing for the same SMB and self-employed segment as The Tax Guys' tech-led services.
• Swoop Funding: UK financial platform helping SMBs access funding, grants and tax credit claims including R&D — overlaps with The Tax Guys' financial management services and tax credit specialisation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/thetaxguys
• LinkedInlinkedin.com/company/15207336
• Instagraminstagram.com/thetaxguysltd

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Tax Guys