Leshi Zhu BSc

Tax Assistant

Qualifications

BSc Accounting and Finance, University of Southampton

Expereince

Leshi began her career as an Accounts Trainee, gaining valuable experience in financial reporting, bookkeeping, and tax compliance. She is now a Personal Tax Assistant, she specialises in assisting individuals with their tax affairs. Her experience includes:

Preparing and reviewing self-assessment tax returns for individuals, sole traders, and landlords. Liaising with HMRC to resolve tax queries and ensure compliance.
Supporting senior tax professionals in complex tax planning and advisory work.
She is currently studying towards the Association of Taxation Technicians (ATT) qualification

Leshi is committed to expanding her expertise and providing high-quality tax advice to clients. Her goal is to help individuals and businesses manage their tax affairs efficiently while ensuring compliance with the latest tax regulations

Achievements

She enabled a sole trader to correctly claim allowable expenses on his self-assessment tax return so that he reduced his tax liability by £2,500 and avoided unnecessary overpayment.
Assisted a non-resident landlord in preparing their self-assessment tax return so that they remained compliant with UK tax regulations and avoided penalties.
Supported a self-employed consultant by correcting HMRC coding errors so that he avoided overpaying tax and received a timely refund of £1,200.
Liaised with HMRC on behalf of a client facing a late filing penalty so that they successfully appealed the charge, saving them £500 and reducing their stress.
Guided an individual through their first tax return after transitioning from employment to self-employment so that they understood their tax obligations and avoided costly mistakes.

Personal

Outside of work, she enjoys travelling, exploring different cultures, and experiencing local cuisines. She is passionate about hiking, finding it a great way to stay active and appreciate nature. In her downtime, she loves watching films and dramas. She speaks Mandarin and Cantonese