TAG Accountants Stratford Upon Avon

Your Trusted Acccountant in Stratford Upon Avon

Welcome to the TAG Accountants Group in Stratford Upon Avon, your expert local chartered Accountant

TAG Accountants Group in Stratford Upon Avon

TAG Accountants Group – Stratford Upon Avon is a proactive firm of tax advisors, business advisors and chartered accountants. From our office in The Courtyard, Stratford Upon Avon we service clients in Stratford Upon Avon, Coventry, Birmingham, Warwickshire and across the UK. We offer total support to you and your business. We aim to reduce your tax, increase your profits, and help you grow your business.

  • As your accountants you can expect us to:
  • Understand your goals and aspirations.
  • Keep in regular contact.
  • Offer fixed fees and no surprise bills.
  • Provide unlimited telephone access to our expert team.
  • Come to you with strategies and contacts that can add value to your business.
  • Meet with you before your end of year to explore tax planning opportunities.
  • Be a sounding board for and challenge to your own wealth creation ideas.
  • Help you to build a better life.

Contact us now to find out more.

TAG Accountants Group – Stratford Upon Avon

9 Shottery Brook Office Park
Timothys Bridge Road
Stratford Upon Avon
Warwickshire
CV37 9NR
Telephone: 0121 827 3633

Meet the Team

Adrian Holles FCA

Director

Having held Partner Roles in within two other practices Adrian formed Portfolio Accountants in 2020 and leads the delivery of services focussing on Taxation, Accounting and the strategic needs of Entrepreneurs. He has worked with many business types and has a client portfolio which includes rapid growth Technology businesses and consultancies, International construction consultancies, management consultancies, E-commerce,  IT & Telecoms, Media & PR, Specialist Medical services, Professional & Legal services.

Throughout his career Adrian gained experience in start-up business, business growth and transformation including restructuring, turn-around situations, merger & acquisitions and sale & exit. This requires strategic business, financial and taxation advice, together with detailed programmes to assist and support the delivery of the advice. This creates close working relationships with Board’s and individual Directors as the trusted business advisor.

Adrian is a Director of the TAG Community, a Group of companies providing support to over 2000 accountants by providing them with access to the knowledge and experience of the best technicians in the field, with the aim of generating real tangible benefits for them and their business clients. Adrian is also a Director of Wolverhampton Grammar School and is the Treasurer of Old Wulfrunians Sport and Social Club.

Adrian Holles FCA

What We Do

We do all the things you’d expect from a Chartered Accountants, and more besides!

We always go the extra mile and pride ourselves in making the seemingly complex simple and help you make informed decisions. 

Accounting Services

Bookkeeping and accounts preparation for corporation tax and self assesment. Payroll services and VAT returns.

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Outsourced Finance Services

Take care of your day-to-day operations and accounting needs by outsourcing finance services.

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Auditing

Statutory audits and independent examinations for companies, charities and non profit organisations.

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Taxation Services

Our team of tax specialists  offer a wide range of taxation services including, tax returns for businesses and individuals.

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Tax Planning

Don’t pay too much tax! Our tax planners help maximise your tax relief and manage your money tax-efficiently

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Sales, Acquisition and Exit Planning

Supporting you in selling, acquiring or exiting businesses.

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Business Advisors

Helping you to support, plan and scale your business to achieve your goals.

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News Updates

Keep up to date with the latest changes and how they effect you and your business.

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