VtaxP: the Virtual Tax Partner tax consulting and support service

Terms and conditions

This a summary of our standard terms and conditions: they set out the basis of our working relationship including how we charge for advice.
A copy of our full terms and conditions is here.

This Virtual Tax Partner ® (VtaxP ®) service is owned and run by Ross Martin Tax Consultancy Limited (RMTC), a company registered in England and Wales, company registration no: 03497104, registered office: Castlelee, Ryall, Dorset, DT6 4PF (UK).
We are an ICAEW member firm.
Our Professional Indemnity Insurer is XL Catlin Insurance Company Limited, 20 Gracechurch Street, EC3V OBG.

Our services
  • We will provide you with tax, accounting or company secretarial assistance, on a 'pay-as-you-go' basis, the nature of the query will be as requested by you when you create a support ticket within this Virtual Tax Partner (VtaxP) service.
  • We are acting for you, as you are the person who raises the ticket and not for any third party.
  • Our engagement with you is formed when you tick the box to say that you confirm our terms and conditions, or if you are responding via email, when you submit the code below.
  • We will not charge you a fee until we have agreed the budget for the query raised.
  • If legal assistance is required in conjunction with tax assistance we will make recommendations suggestions and, if agreed we will then engage our legal team to draft the supporting documentation.
Basis of charging
Our charges are based on the complexity of the work:
Simpler queries generally take a shorter time to answer, more complex queries take longer, particularly when we have to check back to the legislation and case law on that topic.
It might be possible to answer a very simple query in less then 15 minutes, however if we need to check the rules, or consult colleagues or double check via a peer review (with one of our colleagues) the chances are that it might take double that time or more.

Paid subscribers to the www.rossmartin.co.uk practical online tax service, who are accountants or lawyers working in commerce or practice, are charged at a rate of £60 +VAT per 15 minutes of our time.
Our charges are otherwise £75 +VAT for up to 15 minutes.

We do vary our rates depending on the nature of the query and we aim to try and quote in round sums where possible.

High risk and complex corporate transactions, e.g. mergers and acquisitions, demergers and reorganisations, disguised remuneration, offshore trusts etc. will all cost more to answer: they take more time to research.
A lower manager rate may apply where applicable (e.g. if you are requiring assistance with bookkeeping/accounts preparation/a relatively simple issue).

Our minimum charge is a quarter of an hour of time:

  • You will be billed once a query is marked as resolved.
  • If you have further queries open a new ticket.
  • We don't bill you until you agree a quote unless you have used a fixed price ticket.
  • We cannot act for you until we have confirmed your ID for anti-money laundering purposes.
How to obtain a price: types of ticket

1. Quote required

When you submit a query "Quote required" we will endeavour to provide an estimate of an approximate fee for a particular assignment at the outset.

  • If you require a fixed fee, please state this. It may be impossible to agree a fixed fee if there is an element of uncertainty as to how long a job will take. In these cases a fixed fee may not be appropriate and it may be more expensive for you to agree a fixed fee.
  • For any extras or time based billing our fees are charged in units of a quarter of an hour, with a minimum charge of a quarter of an hour.
2. Short chargeable query: fixed fee (budget selected)

  • If you have a short query and you wish to avoid the time delay of extra emails you may select one of the fixed fee options. These list fees by time/cost - e.g. up to 1/4 hour, 1/2 hour, 3/4 hour, or one hour.
  • If we can answer the query within the time that allows we will then go ahead and answer it and you will be billed automatically with the response.
  • If we cannot answer the query within that budget we will notify you and advise you how long we estimate.

Miscellaneous billing issues

  • All fees are subject to VAT at standard rate.
  • Any disbursements we incur on your behalf, and expenses incurred in the course of carrying out our work for you, will be added to our invoices where appropriate.
  • If you do not accept that an invoiced fee is fair and reasonable you must notify us within 14 days of receipt, failing which you will be deemed to have accepted that payment is due.
  • If a client company, trust or other entity is unable or unwilling to settle our fees we reserve the right to seek payment from the individual (or parent company) who has given us instructions on behalf of that client. You agree that we shall be entitled to enforce any sums due against the Group Company or individual nominated to act for you.
A copy of our full terms are available here

To signify that you have read and agree to our terms and conditions, as above, please note the following code and provide this when asked.

Code: 1785