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

Anan Sharlott

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 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

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

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

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 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

Tiffany Da Silva

Practice Manager

  • 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 and can quite often be found down the local on a Friday or Saturday night.

Georgia Bury

Georgia Bury

Bookkeeper

  • Attending Wiltshire College – Working toward Level 2 AAT Apprenticeship
  • Xero Certified Advisor
  • AML & GDPR
  • 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!).  She has recently started a Level 2 AAT apprenticeship at Wiltshire College, to further her career in accounting.

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!

Elliot Sharlott

Elliot Sharlott

Trainee

  • Attending Wellington Academy Sixth Form working towards A Levels

Elliot is the youngest member of our team and joined EP Tax in February 2022 at the age of 17. As a trainee, he is often tasked with some of the simpler tasks within the office such as data entry, filing, and designing marketing, however, he is always looking to learn and challenge himself.

This is his first job in an accountancy firm, joining the team from McDonald’s. This is a great step for him, giving him a platform to learn and develop some useful skills (not just flipping burgers). He is also studying his A Levels, with maths and further maths being two of his subjects, which link closely to his role within the office.

In his spare time, he enjoys playing and watching football. He has played for a number of years and regards himself as a relatively good player. When he isn’t playing, he’s probably watching his favourite team Aston Villa. You may also be able to catch him on the decks down the local pub as a DJ.

Danielle Haugaard

Danielle Haugaard

Office Administrator

  • GDPR & AML
  • 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

Keely Robertson

Accounts Assistant

  • GDPR & AML
  • Over 5 years in Global Payroll
  • Xero Certified Advisor

Keely is our newest member, joining 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:

FRIENDLY, APPROACHABLE & FUN

We speak to clients in a friendly manner and in a language they can understand. Our goal is to take the stress away from clients and deliver our service in a light-hearted and gentle manner.

PROFESSIONAL, HONEST & UPHOLD HIGH STANDARDS

We are professional and honest with clients and other stakeholders. We work to ensure that clients comply with legislation and guidance set by HMRC and other organisations. We expect the highest of standards from our team built on integrity and encouragement.

KNOWLEDGEABLE & PASSIONATE

We keep up to date with accounting and tax rules, changes and opportunities and then communicate these to clients in an appropriate manner. Our staff are passionate about what we do and we invest in staff development and progression.

FORWARD THINKING, CREATIVE & INNOVATIVE

We are a young firm with fresh ideas and out of the box thinking. We are always looking for efficient ways of working so that as we grow, clients continue to receive good value for money without any loss in quality of service. We aim to streamline our services whilst also offering bespoke advice and services where required.

CLIENT FOCUSED & RESPONSIVE TO CLIENTS NEEDS

We are people pleasers and always strive for 100% customer satisfaction. We listen to our clients, we encourage feedback and we then adapt our systems to their preferences.