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Tax Advisory Companies in Middlesbrough: 37 Active Firms (2026)
Tax advisory companies based in and around Middlesbrough plan, prepare and review business and personal tax affairs for local clients.
Buying decisions tend to sit with owner-managers, finance directors and family clients who want a named adviser rather than a call-centre model. Work is usually relationship-led: annual compliance cycles, tax-efficient remuneration, property and succession planning, transaction support, and review work for local accountants that lack specialist capacity. Engagements are typically modest in absolute value but recurring, with sensitivity to trust, response time and continuity of staff. The Middlesbrough buyer base points towards Teesside owner-managed businesses, directors with mixed personal and corporate affairs, and higher-income households that prefer local professional access over a national service line.
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Middlesbrough has 37 actively trading tax advisory companies in this local cohort, making it a small, relationship-led market rather than a volume play. Reported employment totals 164 people, so the footprint sits in compact advisory teams rather than multi-office platforms. None has reported turnover above £5M, and 7 have been incorporated since 2022, which points to a market refreshed by smaller entrants rather than dominated by scaled revenue consolidators. For researchers, the useful comparison is less a national tax-services market and more a Teesside professional-advice cluster serving owner-managed firms and higher-value personal clients.
Tax-advice work in Middlesbrough sits within a professional-services structure rather than a licences-first market. Client acquisition is shaped by qualification signalling, negligence risk, anti-money-laundering supervision, and the recurring need to evidence advice given on company and personal tax positions. For smaller practices, regulation is usually experienced through onboarding checks, engagement letters, record-keeping, professional indemnity cover and continuing competence expectations. Market structure is therefore sticky: clients may change provider when a business sale, succession event or tax enquiry exposes a capability gap, but routine compliance relationships tend to stay local and personal.
Growth appears more likely to come from scope expansion than from a wave of larger standalone tax specialists. Compact practices can add advisory depth around owner-managed company planning, personal wealth, property and succession, while routine preparation work faces margin pressure from accounting software and price comparison by smaller clients. Scale-up scarcity may keep acquisitions selective, with general accountancy firms seeking specialist tax capability rather than building it from scratch. The cohort therefore looks likely to remain local and relationship-led, with differentiation resting on judgement, responsiveness and the ability to manage complex client events without turning into a broad national platform.
37
Active firms
2026
7
Newer incorporations
incorporated since 2022
0
Above £5M
no firms in this revenue band
Key facts
18% of the cohort was incorporated since 2022 (7 firms), so a sizeable share is in its first few filing cycles.
Middlesbrough tax advisory work is oriented around local business and personal clients, covering planning, preparation and review.
Repeat compliance work and relationship-led referrals appear central to how local practices win and retain clients.
Advisory demand tends to follow company formation, ownership changes and year-end reporting cycles.
The local market appears fragmented, with small practices rather than large regional tax houses setting the structure.
Top Middlesbrough Tax Advisory companies
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides accountancy and tax advisory services including preparation of accounts, bookkeeping, payroll, VAT returns, tax returns, cloud accounting support, and business planning for individuals, sole…
Serves individuals, sole traders, start-ups, and small to medium-sized businesses in Teesside, the North East and surrounding areas, including established companies with accountancy and tax needs.
Financial Health
StableStable
Location
LEONARD BYE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides chartered accountancy services including preparation of accounts, tax planning and compliance, business start‑up advice, financial consultancy, payroll and support services for businesses…
Serves a mix of local businesses, start-ups and individuals across Teesside and the surrounding region seeking accountancy and tax support.
Financial Health
WeakWeak · 0% CAGR over 4y
Location
Chuhan and Singh Partnership Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides chartered accountancy services for businesses, including preparation of annual accounts, audits, payroll management, VAT return preparation and submission, and tax planning and advisory…
Serves B2B clients across varied sectors, from small firms to larger businesses, with emphasis on young entrepreneurial businesses and companies in the North East of England as well as national…
Financial Health
WeakWeak · -6% CAGR over 4y
Location
DS Accountancy Services NE Limited
Trajectory
1y · 2025–NowProvides accounting services including bookkeeping, tax returns, payroll management, VAT registration and returns, statutory accounts and corporation tax for limited companies, plus company formation…
Serves sole traders, limited companies, construction contractors and subcontractors, growing local businesses, and small charities needing accountancy, payroll, VAT and tax support.
Financial Health
Insufficient historyInsufficient history
Location
Stuart Hall & Co (Teesside) Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and business advisory services including preparation of annual and management accounts, tax planning and returns, payroll processing, VAT management, R&D tax relief advice,…
Serves small businesses, company directors and individuals needing accountancy and tax support, including businesses with payroll, VAT, funding or R&D tax relief needs.
Financial Health
StrongStrong · Hiring · 12% CAGR over 4y
Location
Kash Shah Accountants UK Ltd
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides accounting and tax advisory services for businesses and individuals, including accounts preparation, statutory compliance, tax planning, business start-up support, bookkeeping and business…
Serves small and large businesses, start-ups and personal clients, mainly in the local community. Sector focus includes construction/property developers, builders, estate agents, online sellers,…
Financial Health
StableStable · Hiring · 145% CAGR over 2y
Location
FORTIS ACCOUNTANCY SERVICES LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
Milner Smeaton Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides chartered accountancy and tax advisory services to individuals and businesses, including statutory accounts, corporation and personal tax returns, VAT advice, payroll, bookkeeping,…
Serves individuals and businesses across the North East, including professionals, service firms, construction, manufacturing and retail companies, start-ups, owner-managed businesses, corporate…
Financial Health
StableStable · 4% CAGR over 2y
Location
Benson Wood Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy services including preparation of accounts, tax planning and compliance, bookkeeping, payroll processing, and business planning support. Advises businesses and individuals on…
Serves local businesses, employers and individual taxpayers in Teesside and surrounding areas that need ongoing accountancy and tax support.
Financial Health
WeakWeak · -6% CAGR over 4y
Location
HMB Accountants Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides chartered accountancy services including bookkeeping, accounts preparation, tax planning and compliance, and business advisory support for companies and individuals, helping manage finances,…
Sells to business owners and a range of businesses seeking accountancy and tax support, as well as private individuals needing personal tax advice. Targets clients in Teesside and beyond.
Financial Health
DistressedDistressed · -4% CAGR over 4y
Location
DAVIES TRACEY LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides accountancy and business advisory services, including year-end accounts, management accounts, VAT returns, payroll, corporation tax, and self-assessment. Also offers business planning and…
Serves businesses and individual clients in the Tees Valley, the northern region and beyond, including companies needing accounting, tax, payroll and business advisory support, plus individuals…
Financial Health
HealthyHealthy · -79% CAGR over 3y
Location
Draycott & Kirk LLP
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides accountancy and tax services for individuals, sole traders, charities and limited companies, including accounts preparation, tax returns and advice, VAT, payroll, bookkeeping, business…
Serves individuals, sole traders, partnerships, limited companies, start-ups and small charities in Guisborough, Teesside and the surrounding area.
Financial Health
StableStable · 0% CAGR over 2y
Location
A E SCOTT & CO LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and tax services for businesses and individuals, including preparation of financial accounts, tax returns, payroll processing, and business support. Offers guidance on tax…
Serves businesses and individuals in Teesside, including clients needing accounting, tax, payroll and business support.
Financial Health
HealthyHealthy · -7% CAGR over 4y
Location
J P Walters & Co Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and tax services for small and medium-sized businesses, including bookkeeping, payroll management, preparation of financial accounts, and filing of tax and VAT returns, as well…
Serves small and medium-sized businesses in Darlington needing accountancy, payroll, bookkeeping, VAT and tax support, with some services for individuals requiring personal accounts.
Financial Health
StableStable · -11% CAGR over 4y
Location
Lyons Watson Associates Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides accountancy and business advisory services including bookkeeping, payroll, VAT returns, financial management, tax planning and compliance, and support for business start-ups and…
Serves owner-managed businesses and individual clients, selling to business owners who need accountancy, tax, payroll, VAT, bookkeeping and business support, as well as private individuals seeking…
Financial Health
StrongStrong · Growing, Hiring · 13% CAGR over 2y
Location
Waltons Business Advisers
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accounting and business advisory services including audit and assurance, accounts preparation, payroll, corporate and personal tax planning, R&D tax relief claims, company secretarial…
Serves SMEs, owner-managed and family businesses, schools, academies, charities, pension schemes and professional practices, plus private individuals, across sectors including property, construction,…
Financial Health
StableStable · Hiring · 3% CAGR over 4y
Location
Fallon Family Partnership LLP
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides accounting and bookkeeping services for businesses and individuals, including preparation and filing of annual accounts, corporation tax returns, self‑assessment tax returns, sole trader…
Serves UK small businesses, limited companies, sole traders and landlords, with clients in buy-to-let property, ecommerce, manufacturing, micro-brewing, hospitality, distribution and consultancy.
Financial Health
StableStable
Location
HALFPENNY ACCOUNTANCY LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy services for individuals and small businesses, including bookkeeping, self‑assessment tax returns, payroll processing, PAYE setup, and pensions administration. Also offers…
Serves self-employed individuals and small businesses, from start-ups to established firms, as well as business teams needing outsourced finance administration such as payroll support.
Financial Health
StrongStrong · Growing, Hiring · 50% CAGR over 4y
Location
Sgp Accountants (Stockton) Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
Rox Tax Northern Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
Ings Accountancy Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
SGP Accountants (London) Ltd
Trajectory
5y · 2021–NowFinancial Health
Insufficient historyInsufficient history
Location
Accounts & Business Management Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -7% CAGR over 4y
Location
Cniw Meana Global Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
SAGM ASSOCIATES LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
DistressedDistressed · -67% CAGR over 1y
Location
ONYX ACCOUNTANCY LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
Chrichard & Co Ltd
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides accountancy services for businesses and individuals, including preparation of annual accounts, bookkeeping, VAT returns, personal tax advice, payroll and pension administration, and…
Serves UK and overseas businesses and individuals, including limited companies, charities, LLPs, sole traders and start-ups across a range of industries and sectors.
Financial Health
WeakWeak · Hiring · 12% CAGR over 2y
Location
MIKE'S TAX EMPORIUM LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy
Location
STOER CONSULTING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · Hiring · 19% CAGR over 4y
Location
Darlington Business Services Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -12% CAGR over 4y
Location
TOTAL TAX SOLUTIONS LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
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How Middlesbrough Tax Advisory companies work and how to sell to them
What they do
Tax advisory practices in Middlesbrough earn most of their income from professional fees rather than software resale or transaction volume. Recurring revenue usually comes from annual return preparation, company tax reviews, director remuneration planning and retained support for owner-managed businesses. Project fees sit around business sales, property portfolios, inheritance and estate planning, voluntary disclosures, and second-opinion work for accountants that want specialist review. Pricing tends to mix fixed-fee compliance packages with hourly or scoped advisory work, with written advice carrying more value than filing activity. The service is people-led, but delivery depends on tax research tools, document workflows, secure client exchange and clear records of assumptions.
Who they sell to
Most sell to Teesside owner-managed companies, directors, landlords, high-income individuals and family clients rather than large enterprises. The buyer is often the proprietor, finance director, practice partner at a referring accountancy firm, or a spouse or family member involved in succession decisions. Procurement is referral-heavy, with introductions through accountants, solicitors, banks and existing clients carrying more weight than formal tendering. A routine compliance engagement may close after a credentials call and fee quote; advisory mandates tend to take longer because clients need trust, disclosure and clarity on risk. Public-sector and enterprise RFP work is likely to be a marginal channel for this local segment.
What they buy
Most tax advisory firms tend to spend on tools and services that reduce adviser admin while preserving judgement. Common needs include tax research subscriptions, return-production software, practice management, time recording, billing, CRM, document management, secure portals, identity checks, anti-money-laundering workflow, and cyber security support. They also buy professional indemnity cover, engagement-letter templates, outsourced bookkeeping or accounts support, continuing professional development, recruitment for qualified tax staff, and local marketing help. Vendors that integrate with existing accounting workflows, keep client evidence organised, and avoid adding manual reconciliation usually have a clearer angle than suppliers selling broad digital change.
Why and how to sell to them
Buying intent often appears when a practice adds advisers, inherits a client book, takes on more complex property or succession work, or reaches a point where deadline season is being managed through overtime and partner intervention. Other triggers include a new practice owner, a rise in tax-enquiry work, tighter anti-money-laundering processes, professional indemnity renewal, or a push to convert compliance clients into advisory retainers. Outbound should speak to recoverable time, evidence trails, fee leakage, client response times and risk control. A practical pitch tends to work better than a technology-first one: show how the firm can protect margin and answer clients faster without weakening the named-adviser relationship.
How this list is built
Data sources
This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.
Classification
Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.
Freshness
The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.
Also in Middlesbrough
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Frequently asked questions
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