Who this is for
Accounting support built around your circumstances
The right accounting work depends on how you earn, trade and keep records. We begin with a practical conversation before agreeing the scope, information needed and next steps.
- Sole traders and self-employed professionals
- Company directors with personal tax-return responsibilities
- Landlords with rental income
- Locums and professionals with more than one income source
- Individuals who need help understanding their filing position
What we can help with
A clear, agreed scope of work
- A review of the information needed to prepare the return
- Preparation of income and expense figures from the records provided
- A clear explanation of the return and tax calculation before filing
- Support with the filing process and relevant HMRC correspondence within the agreed scope
- A practical discussion of payment dates and next steps after submission
How we work
A straightforward starting process
- 01
Start with your position
We discuss your income sources, any previous filings and the deadline or issue you are working toward.
- 02
Gather the right records
You receive a focused list of the records and documents that are relevant to your circumstances.
- 03
Prepare and review
We prepare the return from the information supplied and explain any questions before the filing is finalised.
- 04
File and plan ahead
Once authorised, the return is filed and you leave with a clearer view of the next practical steps.
Related support
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Common questions
Before you get in touch
Can you help if I have not submitted a return before?+
Yes. We can discuss the information available, the registration or filing stage you are at, and the work needed to move the return forward.
What records should I have ready?+
This depends on your income sources. Bank information, income records, expense records, rental information and HMRC correspondence are common starting points.
Can you help with a late or incomplete return?+
We can review the circumstances and the available records before agreeing a proportionate next step. The required approach depends on the facts and relevant deadlines.
Request a consultation
Discuss Self Assessment Tax Returns
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