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 Intsitute 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 book-keeper.
  • 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.
Anna Shalott EP Tax mk2

Anna Sharlott

Accountant AFA MIPA

  • 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 Bookkeeper
  • A Levels in Accountancy, Maths and Business Studies.

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, two dogs and is married to a soldier 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!’

Sweety Jain EP Tax

Sweety Jain

Accounts Assistant & Qualified Bookkeeper

  • AAT Level 3 Qualification – Advanced Diploma in Accounting (Level 3)
  • AAT Qualified Bookkeeper (AATQB Status)
  • Xero Certified Bookkeeper
  • Property Income Tax Specialist
  • Finance Manager for a large firm – managing over 20 employee’s
  • Work experience as a stock-broker

Sweety started at EP Tax in 2018 as bookkeeper and continuously wows us with her intelligence and work ethic. She is a very quick learner and is capable of resolving complicated book-keeping, accountancy and tax tasks.

Her current role at EP Tax includes managing all our property income clients (she’s an expert on property income tax), overseeing all of our VAT obligations and deadlines and handling our most complex book-keeping clients. Due to her specialist knowledge on property income tax, we are proud to market EP Tax as a firm that specialises in this sector.

In the last few years, Sweety has grown in confidence and knowledge and is a crucial member of our team. Her pureness and innocent humour make her a delight to have in the office – we are never short of a few giggles when Sweety is around.

Sweety’s previous work experience includes working as a stock-broker dealing with intraday trading and commodities. She also has knowledge of foreign exchange, debt markets and the future and options market. Sweety was a Finance Manager for a large electronical wholesaler managing over 20 employees.

Alongside working at EP Tax, Sweety is also mum to 2 young children and an army wife. She is a passionate cook (we have serious food envy in the office every lunchtime) and loves breaking bad, friends (the series) and walking in the countryside. She is currently studying her AAT Level 4.

Amy Bonarius EP Tax

Amy Bonarius

Accounting Technician

  • AAT Qualified – Professional Diploma in Accounting (Level 4)
  • MAAT Status
  • AAT Level 3 Qualification – Advanced Diploma in Accounting (Level 3)
  • Xero Certified Bookkeeper
  • CeFs IFS Level 3 (Financial Studies)
  • BTEC Certificate Business

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 book-keeping and VAT clients, completing sole trader accounts, assisting with Limited Company Accounts and schedules, preparing self-assessment tax returns and being our social media mastermind.

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. She passed with a merit. 

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 interests include landscape photography and watching live music.

kelly

Kelly Turner

Client Engagement Manager & Accounts Assistant

  • AAT Qualified – Professional Diploma in Accounting (Level 4)
  • Xero Accredited Bookkeeper.
  • 3 years’ experience working for HMRC.
  • 20+ years’ experience working in accountancy and finance sectors.

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

Tarlia Knight

ACCA Chartered 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 Bookkeeper
  • 16 years of Finance experience with 11 years’ in management accountants’ roles for two Top 100 Legal practices.

Tarlia is our newest employee and 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 and 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.

Despite being the newest member of our team, 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 and holds a level 2 qualification in personal training and is currently studying towards her level 3. She is a mum to two young children and has a husband in the military. 

Staff Photo - John

John Borley

Office Administrator

  • Anti-Money Laundering Certified
  • Motor Vehicle Level Quick Fit
  • Motor Vehicle Level 2
  • Mig Welding Level 1

John started at EP Tax in July 2021 as the Office Administrator, we haven’t figured out yet if he’s brave or just stupid coming to work in an office full of women. John had no previous experience in accounting but wowed us in his interview with his IT knowledge (we desperately needed some help figuring how to get the printer to work). John is actually a qualified mechanic but does has an avid interest in accounts due to his partners family business in France.

His main role at EP Tax includes assisting the Practice Manager with the day to day running of our practice. He also manages all client setups including ID checks and client risk assessments, as well as marketing.  He is a fast learner and is currently completing a payroll and auto-enrolment course.

Before working for EP Tax John worked as a Business Manager for a large electrical retailer, managing a sales team of 19. He also worked assembling bio decontamination machines.

John has a partner and two young sons and if he is not out on an adventure with them, then he’s most likely playing video games or messing about with motorbikes. If he’s doing none of the above, then he can be found at his local pub enjoying a pint and a game of pool.

Staff Photo - Xav

Xavier Joseph

Trainee

  • Attending Andover College working towards AAT Level 2 & CeFs IFS Level 3 (Financial Studies)
  • 9 GCSE’s Grade 4-6 incl. English, Science and Maths

Xavier joined the team in September 2021 working one day a week alongside his AAT college courses.  He is working towards having a full-time apprenticeship with EP Tax as well as aspirations of becoming a permanent member of the team as an accountant.

He is given various accounting and non-accounting tasks in the office including data entry and assisting the Office Administrator.  Xav is a menace when it comes to numbers and certainly likes to take challenges head-on and work to the best of his ability.

When he’s not working or studying Xav likes to play the piano or to meet up with friends. He also has 3 cats which he adores but are often the main source of any stress (oh, if only to be a teenager again and only have cats to worry about…)

Staff Photo - Tiff

Tiffany Da Silva

Practice Manager

  • Service Level Agreement Management Team at Recruiting Group/Capita
  • Anti-Money Laundering Supervisor – MLRO
  • 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 and can quite often be found down the local on a Friday or Saturday night.

Staff Photo - Georgia

Georgia Bury

Bookkeeper

  • Bookkeeper at GB Plumbing & Heating
  • Xero Certified Bookkeeper
  • 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. Her husband runs his own business and is a client of EP Tax (of course).

Last year, Georgia took on the task of helping her husband with his Xero bookkeeping and has been doing such an amazing job, we stole her for ourselves instead!. Sorry (not sorry) Greg!

At home, Georgia is kept busy by her family and two cats.  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 – much to the horror of her husband.