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Lumo.Tax Limited

09169016

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

THE GREENHOUSE, STANLEY, DH9 7XN
Incorporated 11/08/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

69203
Tax consultancy

Officers

Mr Lee Anthony Quarzi

director · Since 11/08/2014

CHARTERED ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 49

Also on 1 other board

Mrs Joanne Louise Warren

director · Since 11/08/2014

ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 50

Persons with Significant Control

Mrs Joanne Louise Warren

25–50% shares
25–50% votes
Appoint directors

British · United Kingdom · Age 50

The Greenhouse, Greencroft Industrial Park, Stanley, DH9 7XN

Notified 09/05/2022

Mr Lee Anthony Quarzi

25–50% shares
25–50% votes
Appoint directors

British · United Kingdom · Age 49

The Greenhouse, Greencroft Industrial Park, Stanley, DH9 7XN

Notified 09/05/2022

Former PSCs

Mr Glyn Davison

Ceased 09/05/2022

CompanyRankvs 1535+ SIC 69203 peers
75

Financial strength89th percentile among SIC peers · 22/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.42× · 12/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength22/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity12/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£126k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£100k

Working capital

Current Assets

£340k

Current Liabilities

£240k

Fixed Assets

£64k

7avg. employees

Balance Sheet

Assets less current liabilities£163k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20251.42-£50k
20241.53-£31k
20231.75

Derived from filed accounts. Not audited figures.