What we do
Self Assessment tax return
Your personal tax return, prepared and filed for you. No January panic, and no guessing what you owe.
In short
Your personal tax return, done early.
Most people see their accountant in January, in a rush, with a year of paperwork they have not looked at. We would rather see you in June. The return is the same either way, but done early there is time to check whether you are paying too much up front and whether anything has been missed.
What is included
- The tax return itself
- We prepare it from your records and file it online. That covers self-employment, rent, partnerships, employment, money from abroad and anything you have sold.
- Rent from property
- We work out the profit on each property, apply the mortgage interest rules correctly, and split repairs (which you can claim) from improvements (which you cannot).
- Selling a property or shares
- We work out the tax and claim any relief you are due. If you sell a UK property, there is a separate report due within 60 days and we handle that too.
- Payments on account
- HMRC often asks you to pay next year’s tax in advance. If your income has dropped we apply to reduce it, so you are not lending HMRC money for a year.
Who this is for
- Company directors who take dividends
- Sole traders and builders paid under CIS
- Landlords with one property or fifty
- Anyone who has had a letter from HMRC and is not sure why
When it is due
Your return and any tax owed are due by 31 January after the tax year ends. Payments on account are due on 31 January and 31 July.
We confirm your dates in writing and keep track of them for you from then on.
How we run it
A routine, not a panic
We agree at the start what we need from you and when, and what you get back and when. After that it just happens, without anyone chasing anyone.
You get a written list of every date that applies to you, a reminder before each one, and the filing done early. If something changes in your business we change the plan, instead of finding out about it at the year end.
- Tax returns for company directors, sole traders and partners
- Money you make from renting out property
- Tax on selling a property or shares
- We check you are not paying HMRC more than you need to
How it works
Four steps, and three of them are ours
Changing accountant sounds like hard work. It is not, and almost none of it falls to you.
01A free 20-minute chat
Tell us what you do and what you need. No charge, no pressure and no sales pitch.
02A price in writing
Within one working day you get one monthly price and a list of exactly what it covers.
03We do the moving
We write to your old accountant, collect your paperwork and register with HMRC. You sign one form.
04You stop worrying about it
We remind you before every deadline and file early. You hear from us before you hear from HMRC.
Prices
Find out what it would cost you
A quick look at what you actually need, then one monthly price in writing that does not change unless your business does.
Or call us directly07491 440849