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Tax Advisory Companies in Swansea: 42 Active Firms (2026)
Tax advisory companies in Swansea advise organisations and individuals on tax compliance, planning and reporting across the city region.
Buying centres are usually owner-managers, finance directors and private clients rather than central procurement teams. Work tends to sit around annual compliance cycles, transaction support, succession planning and reporting clean-up for small and mid-sized organisations across South Wales. Engagements are often relationship-led: recurring returns and accounts-adjacent advice provide the base, with higher-value projects coming from business sales, property portfolios, employment tax issues or cross-border personal affairs. The local-office model matters because many buyers want advisers who understand Welsh business networks, family ownership and the practical overlap between tax, accounting and payroll.
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Swansea has 42 actively trading tax advisory firms, making this a compact professional-services market rather than a deep city cluster. The cohort accounts for 297 reported employees, so the employment footprint is visible but still weighted towards small practices and regional office teams. That shape fits a market serving owner-managed companies, private clients and local employers, where recurring compliance work supports continuity and advisory projects are often triggered by ownership change, property decisions or tax-risk reviews. For researchers, the relevant scale signal is breadth of client coverage rather than a large bench of high-turnover practices.
Operating constraints come less from licensing and more from conduct, supervision and process. Tax practices tend to manage anti-money-laundering checks, engagement letters, professional indemnity cover, evidence trails and tax authority deadlines alongside the advisory work itself. Advice for owner-managed companies can also cross into employment status, dividend planning, property taxation and succession, which makes documentation and scope control important. In a local market, reputation risk travels quickly: missed filings or poorly evidenced planning can matter as much as technical tax errors, especially where the same advisers support a client over repeated accounting cycles.
The Swansea cohort appears likely to remain relationship-led, with limited churn in client bases and fewer signs of venture-style scaling than software or financial-services niches. Demand tends to follow the complexity of owner-managed businesses, property wealth, succession planning and payroll obligations, rather than discretionary consultancy budgets. Consolidation may continue where ageing partners, compliance costs and recruitment pressures make smaller practices harder to sustain. At the same time, local trust and referral networks still protect independent firms, particularly where clients value continuity over remote or centralised delivery.
42
Active firms
2026
1
£5M+ firms
Revenue threshold
2
Recent incorporations
Since 2022
Key facts
About 2% of the trading cohort reports turnover above £5M (1 of 42 firms) — the rest sits below that revenue band.
4% of the cohort was incorporated since 2022 (2 firms), so a sizeable share is in its first few filing cycles.
Tax advisory work in Swansea tends to be deadline-driven, with compliance, planning and reporting linked to trading, employment and personal income events.
Advisory work often sits alongside accounts preparation and finance administration, rather than being sold only as a standalone specialist service.
The local market appears to be shaped more by accountancy-led tax advice than by tax-only boutiques at scale.
Top Swansea Tax Advisory companies
Lumin Accountancy Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and advisory services for businesses and individuals, including bookkeeping, year‑end accounts, management accounts, tax planning and compliance, VAT returns, payroll…
Serves businesses and individuals, including limited companies, sole traders, partnerships, startups, landlords and growing businesses, with a focus on clients around Swansea.
Financial Health
StrongStrong · Hiring · 37% CAGR over 4y
Location
Atkins Accountants Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides accounting, tax and business advisory services to companies and individuals, including bookkeeping, accounts preparation, payroll, tax return filing, tax planning, business structure advice,…
Serves small businesses, start-ups and company directors in Swansea and further afield, including trades, retail, construction and local service companies.
Financial Health
StrongStrong · Growing, Hiring · 4% CAGR over 4y
Location
MATTHEWS & CO ADVISORY LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides chartered accountancy services including tax planning, compliance, bookkeeping, payroll, and accounts preparation. Advises individuals and businesses on corporation tax, self‑assessment,…
Serves businesses, company directors, contractors and individual taxpayers in Swansea, including owners seeking growth, disposal, acquisition or capital raising support.
Financial Health
StableStable
Location
BUTTERFIELD MORGAN LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides chartered accountancy services including audit, tax planning and compliance, business valuations, and succession planning. Works with individuals, sole traders, partnerships, charities,…
Serves individuals, sole traders, partnerships, charities, trusts, local businesses and organisations in the Swansea area, as well as substantial UK-based groups and consortia.
Financial Health
WeakWeak · 2% CAGR over 4y
Location
REDWOOD WALES LIMITED
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides accountancy and tax advisory services for businesses and individuals, including financial accounts preparation, tax planning, payroll management, cloud accounting support, and specialist…
Serves businesses and individuals, with dedicated focus on charities, healthcare providers, leisure and tourism firms, motor dealers and organisations undertaking R&D, primarily in the Swansea area.
Financial Health
StableStable · Hiring · 13% CAGR over 2y
Location
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy services for businesses, including bookkeeping, tax advice, tax return preparation, payroll administration, and general accounting support. Also offers data processing and…
Serves small, medium and large businesses in Swansea across service, IT contracting, hospitality, retail, manufacturing, wholesale, advertising, construction, aerospace and bakery sectors.
Financial Health
WeakWeak · Hiring · 4% CAGR over 4y
Location
STEPHEN KENT AND COMPANY LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides chartered accountancy services including preparation and submission of accounts, self‑assessment, VAT and corporate tax returns, payroll administration, bookkeeping, and tax advice for…
Serves individuals, partnerships and small to medium-sized companies, including local clients in Swansea/South Wales and distance clients elsewhere in the UK.
Financial Health
StableStable · Hiring · 4% CAGR over 4y
Location
Gordon Down & Company Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and tax advisory services for businesses, including accounts preparation and reporting, bookkeeping and Making Tax Digital compliance, audits, VAT returns, payroll processing,…
Serves startups and established businesses in South Wales and beyond, including employers needing accounts, bookkeeping, payroll, VAT, audit and business support.
Financial Health
DistressedDistressed · -7% CAGR over 4y
Location
Bevan & Buckland Trustees Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides chartered accountancy and tax advisory services to individuals, businesses and charities, including accounts preparation, audit and assurance, bookkeeping, payroll, insolvency support,…
Serves individuals, sole traders, startups, SMEs, large enterprises and not-for-profit organisations across Wales, including charities, creative industries, healthcare, manufacturing, property,…
Financial Health
StableStable
Location
John F. Harvey Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides chartered accountancy services including audit, tax compliance and planning, VAT, bookkeeping and payroll. Advises small and medium-sized businesses, partnerships and sole traders on…
Serves small and medium-sized businesses, including limited companies, partnerships and sole traders, with clients in agriculture, healthcare, professional services, dental, veterinary, construction,…
Financial Health
StableStable · -7% CAGR over 2y
Location
JAMES WESTACOTT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and business support services including preparation of accounts for sole traders, partnerships and limited companies, tax return preparation and planning, payroll and…
Serves individuals and businesses of all sizes, including sole traders, partnerships and limited companies, plus employers and companies with VAT, PAYE and Companies House/HMRC obligations.
Financial Health
StrongStrong · Growing, Hiring · 41% CAGR over 4y
Location
MRM Management Consultancy Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy
Location
K.B.Ferguson Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and business advisory services for individuals and small businesses, including bookkeeping, financial reporting, tax compliance, budgeting and forecasting, business systems…
Serves individuals, small businesses and growing companies, including clients in construction, property, manufacturing, farming, hospitality, retail, and theatre and arts.
Financial Health
StableStable · -2% CAGR over 5y
Location
PARKER & LAKE LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
Allchurch & Co Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
WTB Accountants Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 3y
Location
Gower Accountancy & Tax Advisory Services LTD
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 5y
Location
RUCKAS LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
Sterling Rees Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -15% CAGR over 4y
Location
Sc Vat Ltd
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable
Location
WBV LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides chartered accountancy services for businesses and individuals, including accounts preparation, audit, bookkeeping, payroll, VAT and tax compliance, self‑assessment, company formation, and…
Serves business owners, local companies, contractors, freelancers and private clients, mainly in Swansea, Neath and South Wales, with some clients across the UK.
Financial Health
WeakWeak · -78% CAGR over 3y
Location
Philip M Lewis & Company Ltd
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides accounting and business advisory services including bookkeeping, payroll, VAT returns, tax planning, management reporting, credit control, and support with tax investigations and R&D tax…
Serves owner-managed businesses and SMEs, particularly in South Wales, across sectors such as hospitality, garages, packaging, transport and services, plus business owners needing tax and accounting…
Financial Health
HealthyHealthy · Growing · 0% CAGR over 3y
Location
CLAY SHAW BUTLER LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and business advisory services including audit, annual accounts preparation, tax planning and compliance, payroll, VAT, bookkeeping, management accounts, company secretarial…
Sells to businesses and individuals needing accountancy and tax support, including start-ups and firms in construction, property, retail, farming, charities, care homes, transport, leisure,…
Financial Health
StableStable · 1% CAGR over 3y
Location
Wynne And Co Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and taxation services to businesses, including preparation of annual accounts, bookkeeping and payroll, and tax planning. Supports startups and owner‑managed companies with…
Serves start-ups, owner-managed businesses and growing SMEs, including companies seeking funding, R&D relief, payroll support, tax planning, or sale and exit advice.
Financial Health
StableStable · Hiring · 21% CAGR over 4y
Location
DRP + Co Accountants Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and audit services alongside tax compliance and planning for businesses. Offers payroll, corporate finance support, business planning, financial modelling, and regulatory…
Serves owner-managed businesses requiring accountancy, tax, audit, payroll, compliance, corporate finance and business advisory support.
Financial Health
StableStable · -24% CAGR over 4y
Location
Waltwood Accountants Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and tax advisory services for individuals, sole traders, partnerships, companies and trusts, including preparation of accounts and tax returns, VAT filing, payroll and CIS bureau…
Serves individuals and UK small to medium-sized businesses, especially farms, sole traders, partnerships, limited companies and trusts, including new business startups, landlords with rental…
Financial Health
StableStable
Location
Accountancy Solutions (GB) Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides accounting and tax services for small businesses and individuals, including tax return preparation, payroll and VAT processing, management reports, capital gains tax advice, bookkeeping…
Serves small business owners, sole traders and limited companies, including medical professionals and businesses in manufacturing, leisure, retail and creative sectors.
Financial Health
StableStable · Hiring · 11% CAGR over 4y
Location
Cambrian & Co Limited
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides accountancy and audit services including statutory accounts preparation and Companies House filing, bookkeeping, tax compliance and advice, VAT returns, payroll management, self‑assessment,…
Serves businesses and self-employed individuals needing accountancy, tax, payroll and audit support, including limited companies, sole traders, partnerships and solicitors requiring SRA-compliant…
Financial Health
StableStable · 0% CAGR over 2y
Location
LHP Accountants Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy services including bookkeeping, preparation of financial accounts, and tax returns. Advises businesses and individuals on financial management and tax matters, and supports…
Serves businesses across multiple sectors and individual clients seeking accountancy and financial advice, including support with accounts and tax matters.
Financial Health
StableStable · Hiring · 6% CAGR over 4y
Location
SHARROCK & SHARROCK LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
Daniel Perrin & Co Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · Hiring · 15% CAGR over 5y
Location
P L Gauntlett Accounts Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy
Location
Finch Accountancy Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Taxmate Online Accountants Limited
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
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How Swansea Tax Advisory companies work and how to sell to them
What they do
Swansea tax advisory practices earn revenue mainly from recurring compliance work, accounts-adjacent tax support and project-based advice. The base is usually annual returns, corporation tax, personal tax, payroll-linked questions and bookkeeping clean-up, priced through fixed fees or retainers. Larger fees tend to come from transactions, property matters, succession planning, employment tax reviews and investigations support. The service is advisory labour rather than software or physical product, although delivery often depends on practice-management systems, document portals and reporting workflows. Many engagements start through an existing accounting relationship, then expand when a client faces a sale, restructure, inheritance issue or overdue reporting problem.
Who they sell to
Typical clients are owner-managed businesses, local employers, landlords, high-earning individuals and family groups across Swansea and South Wales. The economic buyer is often the founder, managing director, finance director or private client, with accountants and bookkeepers acting as referral sources. Procurement is usually direct and relationship-led, not run through formal vendor panels, though larger employers may compare firms for specialist reviews. Sales cycles tend to be short for compliance-led work and longer for sensitive planning, where trust, prior advice and professional risk matter. Buyers usually look for clear scope, predictable fees and confidence that the adviser can work with existing finance processes.
What they buy
Most tax advisory firms tend to spend on practice management, client onboarding, anti-money-laundering checks, document collection, e-signature, workflow tracking, time recording, billing and secure client communications. Reporting and analytics tools can matter where a practice wants better visibility over deadlines, recovery rates and partner workload. They also buy professional indemnity advice, accounting support, legal input, marketing, recruitment, training and outsourced administrative capacity. Smaller practices may be cautious about adding systems that create duplicate work, so suppliers usually need to show how a tool fits the annual compliance cycle and reduces partner review time rather than adding another standalone platform.
Why and how to sell to them
Buying triggers often come from bottlenecks rather than expansion plans: missed deadlines, partner retirement, new client intake, fee pressure, staff turnover, or a run of complex property and employment tax cases. Practices tend to evaluate vendors when manual chasing, evidence collection or review queues start to affect client service and risk control. Outbound messages work better when they speak to recoverable time, scope discipline, client responsiveness and cleaner audit trails, rather than generic productivity claims. Swansea firms are likely to value proof that implementation will not disrupt live filings, that client-facing workflows are simple, and that support is credible for a small professional-services team.
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.
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Frequently asked questions
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