Introducing a new era of accounting services from TAG Accountants Group

A new era begins with a new identity

After careful consideration and strategic planning, we are thrilled to announce that, due to our continued growth and the recent merger of Copia Wealth & Tax, Portfolio Accountants, and MyFinanceTeam, we have undertaken a rebranding initiative. The new identity of our expanded and integrated business will be TAG Accountants Group and our new website address is https://tag-agl.com

Our evolution

As part of this rebranding, Copia Wealth & Tax Limited, the company, will henceforth be known as TAG Assurance Ltd. We believe that this change better reflects the comprehensive range of accounting services we offer and positions us for even greater success in the future.

This evolution is a testament to our commitment to providing exceptional service and ensuring that we remain at the forefront of industry trends.

One of the benefits of the merger has been the pooling of our resources, talent, and expertise, resulting in a larger practice that is better equipped to meet the evolving needs of you, our clients, and to be able to attract the best new talent to the practice in the future.

A bigger range of services

As TAG Accountants Group, we will be able to provide you with an increased range of services, from traditional accounting and assurance to more specialised and innovative solutions, through our membership of the TAG Community.

This provides access to expertise across a wide number of areas. Our goal is to continue supporting you through a comprehensive suite of services tailored to your specific needs.

Some of the services we offer include:

• Audit and assurance
• Business advisory
• Accounts and tax return preparation
• Tax planning
• Sales, acquisition and exit planning
• Outsourced finance services
• Bookkeeping and payroll services
• Wealth management
• Commercial and personal lending
• IT security

Whether you are a sole trader, a small business, or a large corporation, we have the skills, experience, and resources to help you achieve your financial goals and grow your business.

A seamless transition

We understand that change can bring uncertainty, but we want to assure you that our dedication to your satisfaction and the quality of our services remains unwavering and you will still have your requirements met, as previously, by the existing members of our team with whom you are already familiar.

The transition to TAG Accountants Group will be seamless, with the same commitment to excellence that you have come to expect from us.

How will YOU benefit?

We are genuinely excited about the opportunities this merger and rebranding presents, and we believe it will strengthen our ability to serve our clients better in the future. By joining forces, we can offer you more value, more expertise, and more solutions to help you succeed.Here are some of the main benefits of our rebranding and merger for you:

• You will have access to a wider range of services and solutions that can help you with your accounting
  and business needs.
• You will benefit from the combined expertise and experience of our team, who have a wealth of
  knowledge and skills in various areas of accounting and business.
• You will enjoy the same high-quality service and personal attention that you have always received from
  us, with the added advantage of our enhanced capabilities and resources.
• You will be part of a growing and dynamic community of clients and partners, who share our vision and
  values of excellence, integrity, and innovation.

Ready to take your business to the next level?

Our team is committed to making this transition as smooth as possible with as little disruption as possible, and we look forward to the further success of our relationship under the new TAG Accountants Group banner.

If you have any questions or concerns or would like the opportunity to join the TAG Accountants Group family as a client or member of our team, please reach out to your usual point of contact or call Shaun Philpott at 01902 783172. Alternatively, to book a consultation with one of our experts please contact us by using the online enquiry form on our website here.

We very much look forward to hearing from you.