A tax return process that stays under control.
Self Assessment support for individuals, sole traders, landlords and company directors. We request the right information, prepare the return and keep you informed before filing.
A clear process from records to completion.
A structured request for the information that applies to your circumstances.
Preparation of the tax return and calculation using the information provided.
You receive the calculation and return for review before anything is submitted.
Once approved and signed where required, the return is filed and the outcome is confirmed.
When an existing client makes a successful referral and the person referred becomes a paying client, the referrer receives a credit equal to 10% of one year’s fees. See how referrals work.
Straightforward from the start.
We request what applies
The information request is matched to the type of income and reliefs relevant to you.
You send the information
Documents can be supplied through the agreed secure route or during the portal transition by the usual method.
We prepare and review
The return is prepared and then reviewed before it is sent to you.
You approve, we file
Nothing is filed until the required approval has been received.
What clients usually want to know.
Who normally needs Self Assessment?
Common examples include sole traders, landlords, company directors and people with income or gains that need to be reported through a tax return.
What if I am missing something?
Send what you have. We can identify what remains outstanding and tell you exactly what is still needed.
Do you file without showing me the return?
No. The workflow includes client review and approval before submission.
Ready to make the accounting side simpler?
Tell us what you need and we’ll recommend the right support with a clear fee.