Thanks for expressing interest in joining us. This page sets out the steps for registering with us as a client.
If you haven’t already been in contact with us and directed to this page by one of our team, then please visit Joining YogaTax as a Client and establish contact from there before registration – this is so we can be sure we are the right accountants for you. Thank you.
If you’ve been in touch and agreed a service package with us then the next steps are:
- Completing a Registration Form – Direct Registration
- Providing us with Identification – Provide Identification Documents to Whitefield Tax / YogaTax
Please see the section below for further details on identification requirements.
From there, we will get you set up on our systems, issue a Service Level Agreement, and get to work on any immediate tasks.
Identification
For all new clients, we need identification from you so that we can comply with Anti Money Laundering rules.
Please provide this using our secure form:
Provide Identification Documents to Whitefield Tax / YogaTax (this form is hosted on the website of our parent, Whitefield Tax)
Please be aware we cannot provide professional services until we have satisfactory identification and a signed Service Level Agreement.
People we need identification from:
- Sole Traders – Yourself
- Landlords and Personal Tax Clients – yourself and spouse if we are acting for them
- Partnerships and LLPs – all partners
- Companies – All directors and all shareholders with holdings over 20%
- Spouses/family members of the above if they are the main contact with us
In some circumstances there are further parties we will need to identify.