Self assessment

Your personal tax return prepared, checked and filed long before 31 January.

£240per year

Your tax return, sorted well before January

Self Assessment does not have to mean a January panic. We gather your income and expenses, check the figures and prepare your return, so it is ready long before 31 January.

We’ll explain what you owe, what you can claim and when payments are due, so you get a clear answer rather than another HMRC calculation to puzzle over.

Sole traders

Directors

Rental income

What is included

  • Self Assessment tax return
  • Income and expense review
  • Rental income included
  • Allowable expenses checked
  • Tax calculation prepared
  • HMRC filing
  • Payments on account confirmed

Not included: company accounts, VAT returns and payroll. Each can be added on its own if you need it.

How it runs

What a month looks like

Daily

01

Information gathered

We collect your income, expenses and everything else HMRC will need to see on your personal tax return.

Weekly

02

Figures checked

We go through the numbers and make sure every source of income and allowable expense is included correctly.

By the 3rd

03

Return prepared

Your Self Assessment return is prepared, checked and sent to you to approve before it is filed.

By the 5th

04

Filed and explained

We file your return with HMRC and explain exactly what you owe, when it is due and what happens next.

No obligation. Bring your latest figures and we’ll give you a fixed quote.

Pricing

Fixed monthly fee. No hourly billing

Sole trader

£125 /mo

Sole traders turning over less than £90k a year

Most chosen

Limited company

£245 /mo

Directors with VAT and a small payroll to run

Growing team

£495 /mo

Firms employing six to twenty-five people

Monthly bookkeeping

Included

Included

Included

Self assessment

1 return

2 returns

3 returns

Quarterly VAT returns

Not included

Included

Included

Payroll

Not included

Up to 5 people

Up to 25 people

Year end accounts

Not included

Included

Included

Plus VAT. Rolling monthly, fixed for a year.

Catch-up on overdue years is quoted separately.

4.9

Five stars

130+ Reviews

We began with bookkeeping and added payroll a year later. Same bookkeeper, same way of pricing, no haggling over it.

Faisal Rehman

Founder, Rehman Joinery. Client since 2022.

Questions

About this service

Anything else, ring Marcus on 0115 496 0274 and you will get a straight answer.

Who needs a Self Assessment return?

Sole traders, landlords, some company directors and anyone with untaxed income may need to file a Self Assessment return. We can tell you whether that includes you.

Can you include rental income?

Yes. Rental income and allowable property costs are included when we prepare your return.

What if I have missed the January deadline?

Get in touch straight away. We will look at what is outstanding and get the return submitted to limit any penalties.

Can I send documents digitally?

Yes. We work from digital records and scanned documents, which makes the process quicker and saves on paperwork.

When should I start?

The earlier the better. Sending your information well before the deadline gives us time to check everything properly.

Next step

Thirty minutes, no hard sell

Bring the question you keep putting off. You will leave with a fixed quote and a straight answer, whether or not you sign up.

Length

30 minutes

With

Anjali or Marcus

Where

Phone or video call

Next opening

Tuesday, 10:30