WAMS Tax Ltd

Our journey with Bill started when, after over three (very stressful) years of a COP9 investigation being dealt with by our accountants, we took the decision to search the internet to see who was able and more importantly, best qualified, to deal with the COP9 investigation. Having been served notice of a COP9 enquiry back in November 2015 we had supported our accountant in all requests for information and had held several joint meetings with HMRC but we were beginning to feel as if we were in a never-ending cycle of questions, replies, meetings more questions and it was all beginning to become too much. The investigation took its toll on our health, our business and our family. Something had to change and that's when we 'found' Bill. Almost immediately we began to feel as though we had someone on side who understood our situation. Bill was relentless in gathering as much data and information as possible and took complete control over all communication and correspondence going to HMRC. He spent days at a time with us in the office going through years of financial records preparing and analysing spreadsheets and comparable reports to prove that there had been NO fraud, a point which I felt particularly stigmatised with and desperate to prove our innocence. Bills' expert handling of the case, his sensitivity towards our position and ultimately his commanding stance against HMRC proved that our trust and complete faith in him was totally justified. After nearly seven years (COVID interrupted) our COP9 case was finally brought to a close in October 2022 with nothing to answer to. We cannot begin to tell you how that felt and how much Bills hard work and endurance meant to us, we couldn't have survived the ordeal without him, and when I write those words I feel as if it should be emphasised in the literal sense. Our recommendation cannot come highly enough and to anyone, especially if under a COP9 review, Bill is most certainly the person you need alongside.Moreexpand_more

When we received notice of the investigation by HMRC, we did not know how we would deal with it, it was a huge shock! We made contact with Bill and it was immediately apparent that he knew how to handle the situation. He was thorough, clear in his instructions and gave us the no nonsense treatment. There was no beating around the bush. WAMS spent an enormous amount of time on our very complex multi jurisdictional situation and their fees were very reasonable. I honestly do not know how we would have managed the HMRC check without the professional help from WAMS. I can recommend WAMS services, without any reservation. Count yourself lucky if Bill takes on your case. Thanks Bill, Vicky, we are very grateful for what you have done for us.Moreexpand_more

Bill has helped my firm on many occasions over the last 20 years, having been more senior than myself when we both worked for the Revenue and Customs. In a recent case where my client was accused of fraud, he conducted a complex meeting at my Edinburgh office where the tax lady was threatening to charge my client over £100,000 via an Inheritance Tax assessment. Following the meeting, but not before several months had elapsed, where Bill's argument had been referred to a specialist department, the Revenue had to concede that their proposed assessment was unlawful.

In dealing with HMRC, Bill and his company were essential, from a position of apparent weakness he took me to a point to where I was asking the questions. Bill highlighted HMRC errors in interpretation of taxed income (e. G. Noted that HMRC officer had not understood relief on VCT’s) and recognised straight-forward HMRC arithmetical errors in their tax calculations, saving me money. His knowledge and robust approach helped place myself onto firmer ground when dealing with HMRC, reducing the playing field to more level ground. His practical considerations (e. G. Copy everything and always have mail signed for) also proved invaluable in dealing with the revenue service, in particular when trying to deal with more than one department. Monies returned to me from HMRC was in excess of £5000. 00.

This is the second enquiry WAMS Tax has assisted me with originally for. A company and now a personal enquiry. As usual Bill dealt with all matters professionally and expeditiously to provide the best result possible given the circumstances. I would not hesitate to recommend Bill to anyone. But be able to do so once an initial enquiry letter is received from HMRC!

Bill is simply outstanding. His greatest strength is that he understands the HMRC machinery; the nuance of reading between the lines and the background as to how they think/approach questions. Bill is deeply passionate. Bill's approach is that if you are in the right then there is a way to communicate with HMRC in a way that your position is understood/structured within how HMRC thinks, rather than how an average taxpayer thinks. Bill also goes to the heart of the matter rather quickly- focusing on the underlying key points- like a fine barrister/QC who goes in front of a judge. To compare Bill's service to a Big 4 accounting firm would be a disservice to Bill. Bill's intimate understanding of the HMRC machinery, is like having a Formula 1 mechanic help you solve problems with your VW. Bill is simply in his own category when it comes to professionalism, dealing with matters in a swift manner and developing a nuanced approach that only former HMRC senior executive can. The most outstanding tax professional I have come across.

I would highly Recommend using WAMS Tax Ltd. As a former HMRC Inspector and Investigator he knows how HMRC works from the inside and this real world knowledge sets Bill apart from private practice tax advisors. After reading about Bills background on the internet and seeing previous testimonials, I decided to contact him to ask if he could help with a TAX investigation for a previous year and also a Property Let Campaign Submission. He made contact within a day and got straight to the point. Because of his extensive knowledge and years of experience he was able to offer detailed guidance as to what we had to do while he communicated with HMRC on our behalf. I highly recommend anyone with a TAX concern to contact Bill as he was invaluable in liaising on our behalf with HMRC. All I can say is I don't know what we would have done without his assistance. He managed to resolve the investigation with HMRC and has allowed us to move forward. Thank you Bill.

Bill Stevenson provided me with a straight talking no nonsense approach to tax affairs. Bill's knowledge and experience of HMRC policies and procedures are second to none. He gave me the best advice available leaving me with no penalties or prosecution on my investigation.

Despite having paid up to date every penny of tax due,out of the blue early last year, we were hit with a Cop9 enquiry, for no reason we could think of. After researching tax advice on the net I phoned Bill Stevenson of WAMSTAX mainly because, from testimonials, I could see he had some knowledge of our industry. Within 10 months, after he had gone through our books with a fine toothcomb and satisfied himself they were in order and that there was no case to answer, he obtained closure of the case with no tax or penalties to pay. I would have no hesitation in recommending Bill to anyone who has a problem with HMRC and would only add that his charges were very reasonable too.

A simple aspect inquiry turned into a nightmare when I realised I hadn't kept adequate records. I was a bit apprehensive appointing an advisor at the other end of the country but I needn't have worried as Bill seems to be constantly glued to his mobile and email. I'm sure Bill won't mind me saying that you'd be very glad that he wasn't the officer investigating your case as he is ruthless in his approach but, tell him everything and he will provide you with a great deal of reassurance. Without wishing to go into the details of my case, all I can say is that Bill achieved a quite remarkable outcome with the very lowest level of penalty. I have no hesitation in recommending him. .

I came across Bill when both my company accountants and another "specialist" firm had both failed to ask the fundamental killer question -i. E does an enquiry exist at all? --Bill extricated my company from two possible year end enquiries. His past experience with HMRC and the meticulous way he went about matters put HMRC on the back foot and they finally conceded without us paying an extra penny more in tax. .

Bill assisted me with an HMRC tax audit, and his former HMRC expertise, deep UK tax knowledge and detailed/persistent follow up with the HMRC auditor meant that we were able to provide the right detail and make the relevant adjustments where needed. Without his help, this task would have been far more complicated and with a potentially costly outcome. I can definitely recommend Bill's services to anyone who has a UK/int'l tax problem they need reviewed and resolved.

Bill managed to get a nil settlement on a very large HMRC bill which arrived unexpectedly, despite an initial attempt at dealing with it myself(which only made things worse). In future I will be consulting Bill for Tax advice and would recommend that he is your first port of call for any tax problems that may come your way. Very professional, no-nonsense, honest service in a stressful situation that in our case had the best possible outcome. Mr H.

I cannot recommend Bill Stevenson highly enough. His advice and recommendations were thorough and expert, ensuring not only a minimum penalty but also meaning that no further investigation or reporting was required and the matter was closed speedily which was a huge relief. Bill's advice was always delivered with a clarity and humour that was extremely reassuring when I was very worried about my position. His fees were extremely reasonable and transparent and I am immensely grateful to have had him on my side. CV.

After receiving a very serious looking COP 9 HMRC Letter, with no knowledge of what to do I looked on the internet and found WAMS. After reading about Bills background, I was confident that I had found the right person to help us out. I contacted him by email and to my surprise he phoned me that very same night. He prepared us for the meetings and took the worry and stress out of the whole ordeal. We found Bill put to shame a very large tax advice company with his vast knowledge, expertise and 100% dedication, and managed to ascertain a result we thought not possible. I like his straight to the point attitude and thoroughly enjoyed his company. Don't bother looking anywhere else, Bill is your man.

Bill is a real professional and I was happy to have him as an tax adviser. He paid attention to details and gave me always proper and timely advice. Anton Gitsov.

WAMS tax (Bill Stevenson) provides a straight talking no nonsense approach to tax affairs. Bill's knowledge of departmental procedures and the tax law are really second to none. He will no doubt assist you in any investigation you have to get the best possible outcome, as he done in my particular case - just be straight up with him from the start with factual information. David Archibald. Stirling.

After being told by a number of sources that I would never be able to get a ruling on my particular tax situation from HMRC, I followed the advice received from WAMS Tax Ltd and obtained unequivocal written clearance from two different departments within HMRC. This is going to have a significant impact on my tax planning, and I am grateful for the advice received and for the speed with which it was offered.

Bill helped me immensely in settling a long running nightmare with the Inland Revenue following an investigation relating to unpaid Capital Gain Tax. Bill provided me with the right advice to minimise settlement following their assessment which saved us a considerable amount of money. This advise was invaluable and finalised the dispute.

Bill recently handled a tax investigation which spanned the period pre 2000 to 2009. The whole business had become extremely stressful with demands for information which we did not have. All the difficulty was removed by having Bill on the case. He tracked down missing records where available and dealt directly with HMRC keeping us informed along the way. Whilst the outcome was not without some pain I am convinced that we would not have reached closure or achieved settlement in such an advantageous manner without his services. If I ever have a serious tax issue again Bill will be my first call.