Client Portal
Your Hub for Accounting Resources & Tools
Welcome to the Phillips & Co Client Portal. This area is designed to give our Chester clients easy access to the forms, guides, and resources you need to manage your finances efficiently. Please select one of the options below.
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Client Resources
Access our tailored tools to manage your accounting needs in Chester:
New Client Onboarding
If you’re new to Phillips & Co, please start here. This form provides us with all the details we need to set up your account for a smooth start.
Company Formation
Use this service to handle the registration, filings, and tax setup for your new limited company in Chester.
Self-Assessment
Prepare for your tax return with our comprehensive checklist covering income, expenses, and key dates.
Sole Trader Guide
Our guide helps Chester sole traders identify and maximise all allowable business expense claims.
Need Assistance?
If you have any questions about using these resources or need help with your account, our Chester team is here to assist.