Patron Wills
Patron Wills is a company based in Chatham, England that offers Tax Preparation Services and Financial Services to its clients. With a commitment to providing quality services, Patron Wills assists individuals and businesses in managing their finances and taxes efficiently.
Introduction to Patron Wills
Patron Wills is a financial services company located in Chatham, England. The company has been helping individuals and families with tax preparation services for over a decade. What sets them apart is their commitment to providing personalized and tailored services to each of their clients. The company's goal is to make financial management easy and accessible for everyone.Services & products
Patron Wills offers a range of financial services, including tax preparation, estate planning, and retirement planning. They also provide financial advice and help clients with investment management. Customers can expect a personalized approach and tailored solutions to meet their unique needs.Location
Patron Wills is located on Ballens Road in Chatham, a bustling town in the county of Kent. The area is known for its historic buildings, including the Chatham Historic Dockyard, which is a popular tourist attraction. Other businesses in the area include restaurants, cafes, and shops. The closest public transportation options are the Chatham Railway Station (0.8 miles), the Chatham Waterfront Bus Station (0.9 miles), and the Chatham High Street Bus Stop (0.3 miles).Benefits
Customers should choose Patron Wills for their financial services because of their commitment to personalized solutions and tailored advice. The company's team of financial experts has extensive experience in tax preparation, estate planning, and retirement planning. They use their expertise to help clients manage their finances and plan for the future.Good to know
Customers should be aware that Patron Wills only provides financial services and does not offer legal advice. They also have strict confidentiality policies in place to protect their clients' personal and financial information.Reviews
Customers rave about the personalized approach and tailored solutions offered by Patron Wills. They appreciate the company's attention to detail and the expertise of their financial advisors. Many customers have reported feeling confident and secure in their financial future after working with Patron Wills.Amenities
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electronic filing -
tax planning
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financial planning
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tax resolution
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tax preparation
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bookkeeping services
FAQ
What types of tax returns do you specialize in preparing?
We specialize in preparing all types of tax returns, including individual, business, estate, and trust tax returns.Do you offer assistance with audits or IRS correspondence?
Yes, we offer assistance with audits and IRS correspondence. We have experience in dealing with the IRS and can help resolve any issues that arise.How do you ensure the accuracy of the tax return before submission?
We have a rigorous review process in place to ensure the accuracy of the tax return before submission. We double-check all calculations and review all forms and schedules for accuracy.What is your fee structure for tax preparation services?
Our fee structure for tax preparation services varies depending on the complexity of the tax return. We offer competitive pricing and will provide you with a quote before beginning any work.How do you handle sensitive or confidential financial information?
We take the handling of sensitive and confidential financial information very seriously. We have strict security measures in place to protect your information and only share it with authorized personnel when necessary.Reviews
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Andrew Lovell
Patron Wills were recommended to us and we found Sarah very helpful with a very friendly approach .I would not hesitate to recommend her services to anyone.
20-05-2023
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Debbie V
Sarah was Amazing. Very patient and professional quick and easy Will writing services. I would recommend Sarah to everyone. Thank you xxx
27-04-2023
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Fiona MacCarthy
Sarah was absolutely fabulous in helping me through the bureaucratic minefield of Lasting Powers of Attorney. Had tried to do myself and got nowhere. Sleeping easier now, knowing there is a plan in place in the event of needing someone to make those critical decisions.
27-04-2023
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Daniel Dobinson
Sarah is very friendly and provided very good advice throughout our experience in sorting our wills. Thank you
27-03-2023
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Ian Chalmers
Preparing a Will was always a to-do for tomorrow or next week/month and I had considered DIY or my solicitors. DIY is a minefield for amateurs and solicitors free Will writing is very limited; once the complicated expression of wishes comes into play a Will becomes a significant expense. Having had a serious accident last year I realised that tomorrow or next week/month wasn’t a sensible attitude anymore. Over a long period of time, I had read and been really entertained by Sarah’s LinkedIn posts but also “prodded” by the serious message in her posts. So, I took the plunge, contacted Sarah “the prod” McGuire and Sarah made my whole process informative and easy from start to finish. She listened to every question or request and put forward varied options for me. With her unique humour I am now a to-do done Will holder. I would highly recommend Sarah at Patron Wills for her professionalism and attention to the details.
27-02-2023
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Richard Daden
This is the second time we've used Sarah at Patron Wills, each time the service has been excellent and she's a joy to deal with. Mum wouldnt deal with anyone else as she trusts Sarah to help and guide her through everything she needs. First class service.
27-02-2023
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Laura Pointer
I used Patron Wills to draw up my Will. Sarah was friendly and approachable whilst also being knowledgeable and professional. I felt at ease with Sarah talking about my wishes, and the whole process was easier and less icky that I'd feared it could be. I'd wholeheartedly recommend Patron Wills for anyone wanting to get their affairs in order and have that peace of mind
27-12-2022
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Angie knell
Thankyou Sarah for being so patient explaining everything in detail. Also pointing out certain options we hadn't thought of. we are so pleased we have everything in order now. It makes it so much easier and less stressful for our family. Would definitely recommend Sarah. THhankyou .
27-12-2022
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Carol Rolfe
We would highly recommend Patron wills. With a friendly, knowledgeable and professional service. Sarah made the whole process easier than anticipated.
27-11-2022
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Graham Baker
Highly recommend talking to Sarah. I had a sensitive and complicated situation with a family member around writing a Will and LPA Lasting Power of attorney. Due to the location and mobility issues of my family, Sarah could not deal with the problem directly. However, Sarah was able to cover through her network and happy to say it has all been sorted and is a massive weight off everyone's shoulders.
27-11-2022
