Self Assessment tax returns done for you

Self Assessment is how HMRC collects tax on income that has not already been taxed at source. A Self Assessment accountant gathers your figures, works out what you owe, claims what you are entitled to and files the return online. Done properly, it is also a yearly check that you are not paying more than you should.

We look after tax returns for people in Liverpool and across the UK. Each return is prepared by the same small team, reviewed by an ICAEW Chartered Accountant, and only filed once you have seen and approved it.

• Self-employed profits, including builders paid under CIS
• Rental income, with the mortgage interest rules applied correctly
• Dividends and salary for company directors
• Gains on selling shares or property, including the 60-day report for UK homes
• Checking and, where it is justified, reducing your payments on account

You usually need one if you have self-employed income over £1,000 (the trading allowance), untaxed income such as rent, some company director income, or a letter from HMRC asking you to file. Our guide on whether you need to do a Self Assessment goes through each case.

If you need a return for the first time, you must register by 5 October after the end of that tax year. We can register you as part of the job.

The Personal Allowance shrinks by £1 for every £2 of income over £100,000, and is gone at £125,140. If you are self-employed you also pay Class 4 National Insurance: 6% on profits between £12,570 and £50,270, and 2% above that. For a rough figure before we start, try our self-employed tax calculator.

1. 1

   Free chat

   We spend 20 minutes on what income you have, what records you keep and whether there are older returns to deal with.

2. 2

   Fixed price

   You get the price in writing within one working day. It is a fixed monthly fee, so the cost is spread across the year.

3. 3

   Send your papers early

   Soon after the tax year ends on 5 April, we send you a short checklist. You upload what is on it, or bring it in by appointment.

4. 4

   We prepare and you approve

   We prepare the return, tell you the bill and the dates, and answer any questions. Nothing is filed until you say yes.

5. 5

   Filed, with dates in your diary

   We file online and send you a summary of what to pay and when, including any payments on account.

Payments on account are advance payments towards next year’s bill. Each is usually half of last year’s tax. You do not have to make them if last year’s bill was under £1,000, or if more than 80% of your tax was already paid at source, for example through PAYE. Our Self Assessment deadline guide covers this in more detail.

Our fixed monthly fees start from £99 for self-employed people and landlords. The exact figure depends on how many income sources you have and the state of your records. You get it in writing after a free chat, and it is fixed for 12 months unless things change. Full details are on our fees page.

• Your Unique Taxpayer Reference (UTR) and National Insurance number
• Income and expense records, or bank statements if that is all you have
• CIS statements from each contractor, if you work in construction
• Rent statements and mortgage interest figures for any property
• P60, P11D or dividend vouchers if you are employed or a director
• Details of anything you sold, such as shares or a property