ABOUT EP TAX
EP Tax was established in 2007 and provides a friendly but professional accountancy and tax service to businesses in Tidworth and surrounding counties.
We hold our practicing certificate through the Institute of Financial Accountants and are a fully registered supervisor under Anti Money Laundering Regulation.
We are a small team holding the following qualifications and experience:
- AAT Qualified and Xero accredited bookkeepers
- Associate member of the Federation of Tax Advisors
- Associate member of the Institute of Financial accountants
- 5 years experience as a Finance Director of a £1M+ charity
- 6 years experience as a Finance & Payroll Manager for a £1.5M+ business (110+ employees)
- MCMI Level 6 Certificate in Management
- Qualification in teaching adults in the life-long learning sector
- IAB Level 3 Diploma in Payroll
- A Levels in Accountancy, Maths and Business Studies
MEET THE TEAM
OUR MISSION STATEMENT
MEET THE TALENTED TEAM
Anna Sharlott FFA FIPA
Practice Owner, Accountant & Client Manager
Qualifications & Experience
- Associate member of the Institute of Financial Accountants (IFA)
- CIMA Advanced Diploma in Management Accounting
- AAT Qualified – Professional Diploma in Accounting (Level 4)
- 5 years’ experience as a Finance Director of a £1M+ charity
- 6 years’ experience as a Finance & Payroll Manager for a £1.5M+ business (110+ employees)
- IAB Level 3 Diploma in Payroll
- Xero Certified Advisor
- A Levels in Accountancy, Maths and Business Studies
- GDPR & AML
Anna established EP Tax in 2007 whilst also working part time as a Finance Director for the Army Families Federation and as a Finance manager for TNB Early Years and Play. She has 20+ years’ experience in accountancy, tax and financial management working mostly with small to medium sizes businesses and not-for-profit organisations.
Anna has recently enrolled as a member of the Chartered Institute of Taxation and hopes to complete the CTA Qualification by Summer 2022
She has two teenage children and two dogs, so spends much of her free time keeping them all alive. Anna owns a small property portfolio which she manages herself and is a Director of the Tidworth Residents Association. She is an avid Aston Villa fan and often tries to strike up football talk in the office – ‘Anna, we don’t care about Jack Grealish!’
Amy Bonarius
Accounting Technician
- Attending Reading College – Working toward Level 7 ACCA Apprenticeship
- AAT Qualified – Professional Diploma in Accounting (Level 4)
- MAAT Status
- AAT Level 3 Qualification – Advanced Diploma in Accounting (Level 3)
- Xero Certified Advisor
- CeFs IFS Level 3 (Financial Studies)
- BTEC Certificate Business
- GDPR & AML
Amy joined our team on a temporary basis as a summer accounts assistant and impressed us so much that we offered her a full-time apprenticeship. After her apprenticeship ended, we offered her a permanent position as Accounts Assistant.
Her role at EP Tax includes managing bookkeeping and VAT clients, completing sole trader accounts, assisting with Limited Company Accounts and schedules and preparing self-assessment tax returns.
Amy has a natural talent with numbers and is extremely organised and efficient. She has experience working on Xero, Reckon 1, FreeAgent and QuickBooks, and is an advanced excel user. Her forward thinking, endless ideas, and ability to work as a team makes her a great asset to our firm.
Amy has recently completed her AAT Level 4 studies and passed with a merit. And as if that wasn’t enough, she has now started a new Level 7 ACCA Appenticeship!
In addition, she was top of the class in her level 2 studies – achieving AAT L2 distinction with a 98% pass rate and passing her LIBF L3 certificate in financial studies and BTEC business studies courses.
As our youngest employee, she keeps us up to speed with the latest trends and in return, we are giving her a valuable lesson on how much coffee and tea adults drink –she has about one for every 10 the rest of us drink.
Amy’s interests include landscape photography and watching live music.
Kelly Turner
Accounting Technician & Qualified Bookkeeper
- AAT Qualified – Professional Diploma in Accounting (Level 4)
- Xero Certified Advisor
- 3 years’ experience working for HMRC
- 20+ years’ experience working in accountancy and finance sectors
- GDPR & AML
Kelly started at EP Tax in April 2020 and was originally employed to advise our clients on the business funding support available during COVID-19. She is now officially the friendly face and voice of EP Tax; welcoming clients on reception either face to face or via the phone. She is so lovable I’m sure some clients ring up just to have a chat with her.
Kelly has recently taken on the management of a large number of our VAT and book-keeping clients; she’s very methodical and thorough bookkeeper and loves a paperwork challenge.
Kelly has been working in the accountancy sector for over 21 years and is fully AAT qualified. Her previous work experience involved working for HMRC (boo, hiss) and is also well experienced in finance for the farming industry.
In addition to working at EP Tax, Kelly also runs her own Body Shop business and has two young boys who love playing football. She loves baking and long walks in the countryside.
Tarlia Knight FCCA
ACCA Chartered Certified Accountant & Client Manager
- Certified Chartered Accountant (ACCA)
- Fellow member of the Association of Chartered Certified Accountants (ACCA)
- AAT Qualified – Professional Diploma in Accounting (Level 4)
- A/AS Levels in Maths and Business Studies
- Advanced user of Excel
- Xero Certified Advisor
- 16 years of Finance experience with 11 years’ in management accountants’ roles for two Top 100 Legal practices
- GDPR & AML
Tarlia started in summer 2020. She is an ACCA and AAT qualified accountant and has a wealth of experience working as a chartered accountant in the legal sector. Tarlia is highly driven, a great team player and able to work well to deadlines. She is extremely focused and has logical approach to everything she does – including fitness, which makes the rest of us
feel very lazy.
Tarlia is given some of our most complicated tasks – she did say she liked a challenge when she started, and I think she has regretted this comment ever since. Tarlia has a sound knowledge of accountancy, tax law and can tackle complex issues from different angles.
In addition to working at EP Tax, Tarlia also works as an accountant for another local company. She is a mum to two young children, has a husband in the military and is a CrossFit Fanatic who regularly competes in competitions.
Tiffany Da Silva
Practice Manager & MRLO
- Service Level Agreement Management Team at Recruiting Group/Capita
- Anti-Money Laundering Supervisor – MLRO
- GDPR
- Diploma in Recruitment Management
- Workplace Confidentiality Certified
- Inclusive Leadership Programme Certified
- CPD Payroll Management
- Experience and training in GDPR, Safeguarding, Equality & Diversity, Information Security Awareness, Health & Safety and Unconscious Bias
- NVQ Level 3 Pre-School Key Worker
Tiffany started EP Tax in October 2021 as the Office Manager, and after 2 weeks was promoted to Practice Manager. Within her first month she instantly made some significant positive changes and continuously improves our service delivery by improving our internal systems and processes. Tiffany has no previous experience in accounting but is the office ninja at everything else – all the stuff the rest of us have no clue about.
Her Practice Manager role includes overseeing all internal matters such as HR and employee progression, GDPR, IT, insurance, customer and supplier contracts and marketing.
We headhunted Tiffany from her previous role as she had all the attributes and skills to move our practice forward. She has a high level of initiative, has a wealth of experience and is an extremely fast learner.
Before working at EP tax, she was part of a high-profile team within Capita for the MOD and Army Recruitment for over 3 years. Whilst at Capita she was headhunted (we’re not sure she’s ever actually applied for a job before as she seems to just keep getting poached) for a new SLAM pilot team. This included monitoring all teams and processes throughout the entire ARMY recruitment pipeline, reporting issues and implementing efficiency changes. She was also a huge part of a specialist medical team that managed a new process starting in 2020.
Alongside working for EP Tax, Tiffany has a partner (who works across the road from our office!), two teenage sons who both play for local football teams and two dogs. She loves Marvel movies, animals, festivals and can quite often be found down the local on a Friday or Saturday night.
Georgia Bury
Accounts Assistant & Bookkeeper
- Xero Certified Advisor
- GDPR & AML
- Level 2 Theatrical Hair & Makeup
- Level 3 Hairdressing
Georgia is a local girl and grew up in Ludgershall before moving to Salisbury at 21. She originally trained as a hairdresser, which is why you will often see her sporting crazy hair colours! She then went on to work in the motor trade (in the office, not actually getting her hands dirty) and gave this up to become a full-time mum to her two daughters.
Georgia was originally assisting a client with their Xero bookkeeping and was doing such an amazing job we stole her for ourselves instead (with the client’s permission of course!).
At home, Georgia is kept busy by her family. She loves travelling, Italian food, murder documentaries and reading. She is somewhat obsessed with the colour pink, even going as far as to paint her front door pink!
Danielle Haugaard
Office Administrator & Deputy MLRO
- GDPR & AML
- Level 5 Diploma in Office Management & Reception
- Over 9 years in Administration
- Care Certificate
Danielle started at EP Tax in September 2022 as the Office Administrator, and quickly became a wonderful asset to the team. Danielle had no previous experience in accounting, but has a wealth of experience in administration, which is exactly what we needed!
Her main role at EP Tax includes assisting the Practice Manager with the day-to-day running of our practice. She also manages all client setups including ID checks, answering the phones, and welcoming clients into the office.
Before working for EP Tax, Danielle worked as a receptionist and administrator at a doctor’s surgery for over 9 years, where she also achieved her care certificate for being a health care assistant.
Danielle has a partner and a 5 year old son, who love to go on walks or the park together whenever they have free time.
Keely Robertson
Property Accounts Assistant
- GDPR & AML
- Over 5 years in Global Payroll
- Xero Certified Advisor
Keely joined the team in May 2023 as an accounts assistant. She previously worked for a Payroll company, implementing global payroll for 5 years.
We wanted to give her the new challenge of taking on property accounts, and she has excelled ever since, learning extremely quickly and taking everything we throw at her in her stride.
Keely lives with her 2 year old son and 3 legged cat. She loves spending time with friends and family in the local area.
OUR MISSION STATEMENT
EP Tax is a fun and friendly accountancy firm that also delivers a professional and honest client service, which upholds the high standards of our industry and professional body. Our staff are passionate and knowledgeable about the services we provide and how we interact with them. We are forward-thinking, creative and innovative which means we are always looking for better ways to provide the best possible service to our clients. We do this by following these five basic principles: