Self Assessment

January should not feel like a chase. We prepare and file Self Assessment returns for directors, sole traders, landlords and higher earners, months early, with your tax bill known well in advance.

What’s included

More than a form-filling service

Filed early, every year

Send us your records in spring and your return is done by summer: you know the exact bill and have months to fund it. Filing early does not mean paying early, the payment deadline stays the same, you simply stop being surprised by it.

Every allowance, actually claimed

Marriage allowance, higher-rate pension relief, gift aid, professional subscriptions, the trading and property allowances. Small claims that add up to real money, checked on every single return.

Landlords and investors welcome

Rental pages done properly, including Section 24 interest relief, plus capital gains reported correctly whether it is shares, crypto or a second property with its 60-day reporting window.

Making Tax Digital ready

MTD for Income Tax is rolling out to sole traders and landlords in stages. If you are caught by it, we set up the digital records and quarterly updates as part of the same fixed fee.

How it works

1. Talk to us. A free, no-obligation consultation where we learn your situation and you learn exactly what we would do differently.
2. Get your fixed quote. One monthly fee, agreed in writing before any work starts.
3. We handle the switch. Professional clearance, records, HMRC authorisations and software setup, all done for you.
4. Relax all year. Deadlines tracked, filings made early, and proactive advice before each year end.

Frequently asked questions

When should I send you my records?

As soon after 5 April as you can. Spring filing means you know your bill by summer, and if a refund is due it arrives months earlier.

Can you take over from my current accountant mid-year?

Yes. One authorisation from you and we handle professional clearance, records and HMRC authorisation. Most switches complete within two weeks.

I have missed previous returns. Can you help?

Yes. We bring outstanding years up to date, appeal penalties where there are grounds, and agree time to pay with HMRC if the bill needs spreading.

What does it cost?

Self Assessment is included in most of our monthly packages. Simple standalone returns cost £349 fixed (+ VAT where applicable); more complex returns are quoted up front, never by the hour.