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Service

Self Assessment & Personal Tax

A tax return is not just a form — it is the one document HMRC uses to decide what you owe. We prepare yours from your records, claim every allowance you are entitled to, show you the figure before anything is submitted, and file it well ahead of the deadline.

Filed correctly. Filed early. Never a January panic.

Fixed fee

from £180 per return

What's included

Everything in the fixed fee.

No hourly clock and no invoice at the end of a phone call. This is what you get for the price we agree.

01

Full return preparation

We collect your income, expenses, dividends, property and pension figures and build the return from source documents rather than estimates.

02

Allowance and relief review

Marriage allowance, pension relief, work-from-home, mileage, professional subscriptions, gift aid — checked line by line rather than assumed.

03

Figures approved before filing

You see the calculation and the tax due in plain English, and nothing is submitted to HMRC until you have signed it off.

04

Payments on account explained

We tell you what is due in January and July, and why, so the second payment never arrives as a surprise.

05

HMRC correspondence handled

As your agent we deal with the letters, the phone queues and the enquiries on your behalf.

06

A written record you can keep

A tidy copy of the return, the computation and the supporting schedules, filed for you for six years.

Is this you?

Who this service is for.

If you recognise yourself in this list, a short conversation is likely to be worth your time.

Sole traders and freelancers
Company directors taking salary and dividends
Landlords with one property or a portfolio
Anyone earning over £100,000 or claiming child benefit
Individuals with capital gains, crypto or foreign income

How it works

Four steps, and you know where you are at each one.

1

Send us your records

Upload or drop off receipts, statements and any HMRC letters. We'll tell you exactly what is missing.

2

We prepare and check

Your return is drafted by an accountant and reviewed by a second pair of eyes before it goes anywhere.

3

You approve the figure

We walk you through the numbers and the tax due. Nothing is filed without your sign-off.

4

We file and diarise

Submitted to HMRC, receipt confirmed, and your payment dates put in the calendar.

Questions

Self Assessment — asked and answered.

Still not sure whether this is what you need? Tell us the situation and we will say so honestly — including if the answer is that you do not need us yet.

Ask a question

Online returns for the tax year ending 5 April must reach HMRC by the following 31 January, along with any tax due. We aim to have clients filed by the previous autumn so there is time to plan for the bill.

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3-hour callback

Ready to sort your self assessment?

Simply fill in the enquiry form now and a qualified accountant will call you back within 3 hours.