Lexicon Tax

Switching Service

Make the Switch to Lexicon Tax

Our founder has over 20 years’ experience working in HMRC as well as having professional tax qualifications. All of our staff have either HMRC or an accountancy background.

Lexicon Tax is an accounting firm as well as tax advisors that provides personal, business and corporate tax services. We take pride in our ability to offer our clients a high level of service and we make it our mission to be accessible, innovative and want your business to succeed.

We’ll work with you to take care of all the details and ensure a seamless transition.

How does the switching process work?

A review of HMRC’s decision can either be offered by HMRC or requested by you. A review officer at HMRC, who is considered to be independent, will be allocated to review the matter following a request or acceptance of an offer of a review.

From our experience of dealing with HMRC disputes, it is important to know if and when a review should be requested. A request for a review should be made within 30 days of HMRC’s decision. Once requested, HMRC should complete their review within 45 days unless the review is complex.

The review officer will either uphold, vary or disagree with HMRC’s decision. If you still disagree with that decision, you have 30 days to lodge an appeal to the First Tier Tribunal.

Request a consultation

We can go over your options and answer any of your questions or concerns about our packages.

Notify your current accountant

Ensure that you’ve notified any previous accountants or umbrella companies of your move. We can do this for you too.

Meet your new client manager

Your new client manager will be able to help with a smooth transition & get you started with Lexicon Tax.

Keeping your finances in shape

Lexicon Tax has been in the business of providing a quality service to a diverse range of small and medium sized businesses. We offer a wide range of services from tax preparation, compliance, and customised business advice to the development of industry-specific solutions. We offer a great range of services that keep your business finances in order. 

Save time and money with our free bookkeeping app

Our app is perfect for small businesses that want to keep track of their payments and expenses in real time. You can also use the app to make payments, identify trends, get instant reports on your profits or losses, and more! Most of our packages come with free bookkeeping software, saving you hundreds of pounds in paying out for the likes of Sage, Xero or QuickBooks. Want to use them? Sure, no problem. We work with any bookkeeping software and can even get your subscription via us at a discount.

A service built around your needs. 

Your Client Manager will get to know you and your business, and they’ll provide you with unlimited advice whenever you need it. We’re ready to help you throughout, from setting up a limited company to finding the perfect bookkeeping software.

Accountancy advice when you need it most.
We’ll handle your accountancy requirements by providing tailored advice, tax relief opportunities, We will help you meet filing deadlines and liaise with HMRC, Companies House and any other relevant authorities. If you need specialist tax advice, we have a team of chartered tax advisors as well as ex HMRC staff with decades of experience each, who can help with any tax issues or queries you might have.

How does Lexicon Tax Differ to others? 

We’ve helped thousands of businesses in industries like financial services, technology, and manufacturing. We understand what it takes to meet your needs and exceed your expectations.

Our client managers are dedicated to simplifying tax for people. They make sure you understand the process and help you find the right solution for your needs.

We have a team of chartered tax advisors and ex HMRC staff who are ready to help you and your business with their decades of experience and knowledge.

Frequently Asked Questions

Yes, of course. There are lots of reasons why you could be unhappy with your current accountant. Whether they’re not providing the right service or they don’t understand the nature of your business, the wrong accounting partner can be detrimental to your business. Or maybe you’ve outgrown your accountant and they are struggling to deal with your fast growing business.  The good news is if something’s not right, switching can make a world of difference.


At Lexicon Tax, we understand the unique workings of each person or business and the level of service they require. We are committed to providing the best level of support possible, giving you the freedom to focus on building your business.

People switch banks, broadband providers, mobile phone contracts and utility providers. Well now you can switch accountants too. The process is very straightforward as you simply need to instruct us and we will take care of the rest. We’ll need a few basic details to get the ball rolling and usually we can switch you over in a matter of days.

Of course. Just get in touch with us for an initial chat. Let us have details of your current accountant and we will engage with them directly to get you moved over to us. We’ll make sure the process is as easy, smooth and painless as possible. Usually it can be done in a matter of days.