Cubed Tax was founded by a team of experts passionate about ensuring that the Third and Public Sectors receive excellent tax advice and training. We aim to provide a premium service to our clients whilst ensuring value for money.
The team is proactive and relationship-focused. This ensures that we don’t just react to your queries, but we keep you up to date with relevant issues. You will be advised by the experienced sector specialists introduced below. We acknowledge the complexity of the tax issues you face and believe in providing access to only experienced advisors.
These advisors have long-standing relationships with each other, ensuring that all queries are looked at from an ‘all taxes’ perspective. We don’t work in silos.
The team also have great relationships with other professionals, such as lawyers, and can advise you on when to bring in other professionals to manage your issues effectively.
When you have a great relationship with our team, you can rest assured that this won’t be affected by an audit conflict. Tax is our focus, enabling long-term relationships to flourish and benefit your organisation.
Whilst having access to a great team, you will receive value for money. The passion behind Cubed Tax is ensuring that the Third and Public Sectors have access to the tax professionals it needs at a reasonable price.
MEET THE TEAM
Dan Guy
Director
Dan Guy leads the company and is the driving force behind the success of Cubed Tax. The creation of the company was driven by a genuine desire to provide effective tax solutions in the third and public sectors. As a Chartered Tax Advisor (CTA) and former member of the VAT Expert Group at the Charity Tax Group, Dan’s journey began in a big four firm, where he honed his skills in supporting the Third and Public Sectors, predominantly in the Housing Sector and Local Authorities.
Dan’s commitment extends beyond VAT, as he collaborates with tax specialists and lawyers to ensure that the right experts are seamlessly integrated into projects at the right time, easing the burden on clients. He understands why value for money is important and believes this shouldn’t prevent a premium service from being provided. Dan ensures that complex issues are communicated in a straightforward manner, aligned with project objectives.
Outside the tax realm, Dan finds joy in family time and pursues interests like judo training, five-a-side football, and cheering for Wolverhampton Wanderers.
Phil Waller
Director
Phil Waller, a Director, and Co-leader of Cubed Tax, takes charge of Corporate Tax matters. Qualifying as a Chartered Account (FCA) in 1985, and Chartered Tax Advisor in 1989, Phil has led an impressive career. With a history at Mazars where he headed up the not-for-profit tax function, including a significant number of housing providers, Phil brings vast experience and a strong working relationship with Dan.
Phil’s expertise in the housing sector is unmatched, having overseen the national tax offering to social housing at Mazars LLP. Today, he continues to navigate the not-for-profit sector, ensuring all tax aspects for Cubed Tax clients are handled diligently. Although a direct tax specialist, Phil has always worked closely with VAT specialists since the interaction of direct tax with VAT always needs to be considered. A lot of work revolved around development activity and non-core activities, charitable status, and funding issues.
Outside of work, Phil is an avid runner, often seen jogging near the office during lunch breaks
Gregg Lavill
VAT DIRECTOR
Gregg is a qualified Chartered Tax Advisor (CTA) and Chartered Public Finance Accountant with 30 years of VAT experience, including 18 years in local authority and 12 years in practice.
Gregg joined from KPMG, where he led the Midlands Housing sector VAT offering. Gregg specialises in providing VAT advice for not-for-profit clients on complex issues such as partial exemption and cultural exemption.
He has extensive experience working with multi-disciplinary tax and legal teams and has successfully negotiated significant VAT repayments from HMRC for local authorities.
Edd Thompson
VAT Director
Edd is a Chartered Accountant (ACA) and Chartered Tax Adviser (CTA) and was previously Head of Indirect Taxes at Tolley, one of the UK’s leading tax research providers. Before joining Cubed Tax, he was Associate Director at Forvis Mazars, where he led VAT work for Financial Services and Insurance, alongside significant experience across land and property, charities, and the education sector.
Edd is also highly respected as a VAT trainer and educator, having lectured for professional bodies, supported professional qualification learning, and delivered regular CPD training for accountants, lawyers and VAT specialists.
Steve Hodgetts
TECHNICAL DIRECTOR
Steve has led a team within a top-ten accountancy firm for over 20 years. His main passion has always been not-for-profit clients given the technical nature of their queries. Steve is well known across the third sector, in particular in the education sector.
Steve provides invaluable support to the VAT team at Cubed Tax and continues to enjoy advising clients.
Steve enjoys spending time with his family and grandchildren. When he gets some downtime, he enjoys fishing and watching sports.
Gina Gardner
Associate Director
Gina is a Qualified Chartered Accountant (ACA) since December 2019 and a Chartered Tax Advisor (CTA) since January 2021, graduating from the ACA-CTA Joint Programme.
Gina efficiently manages a rapidly growing client portfolio, delivering compliance and advisory services, and her achievements include industry awards such as AAT Rising Star of the Year 2017 and British Accountancy Awards Rising Star of the Year 2018.
Gina works to support clients through all the stages of their business journey and takes great pride in providing tax savings where possible for charitable entities.
Outside of work, Gina enjoys playing badminton and volunteering as Treasurer for her local church.
Chi Duong
Corporate Tax Associate
Chi started her tax and accounting career at RSM after graduating from University, and today continues her studies for the ACA-CTA Programme under the support of Ballards LLP.
Chi has extensive experience in preparing and submitting corporation tax returns for various types of businesses, from small and medium-sized companies to audited companies, and with a particular focus on charitable entities. She has led the preparation of a significant number of housing association compliance pieces.
Chi prides herself on building and maintaining long-term relationships with our clients. In her spare time, Chi enjoys travelling and spending time with her family.
Louise Burton
Senior vat manager
Louise began her career at HM Revenue & Customs before moving into professional practice at Grant Thornton and PwC. Louise had a generalist role but often supported housing and local authority clients. After several years, she moved into an ‘in-house’ VAT position at Rolls-Royce.
Louise set up her own successful business until returning to VAT advisory work, where she mainly specialised in the housing sector. She joined Cubed Tax to continue to specialise in this area.
TAX EXPERTISE
We provide professional tax advice to various educational institutions, including colleges, multi-academy trusts, and student unions.
We work closely with Registered Providers, Local Authorities and various trading subsidiaries including ALMO’s.
Our knowledgeable team offers specialised support to ensure the compliance and successful management of taxes within charities.
We provide support to other professionals to enable the provision of specialised tax advice to their clients.
TESTIMONIALS