The two key reasons to submit a self-assessment tax return are: self-employed as a ‘sole trader’ and earned more than £1,000; or, a director or a partner of a business.

Other reasons include the following; money from renting out a property, tips and commission, income from savings, investments and dividends, foreign income, high income child benefit charge and claiming for income tax reliefs. We’ll provide you with a full breakdown of the taxes applicable to you, helping you understand the makeup of the tax liability, when payments are due and help you in reducing your future tax liabilities.

We understand every person is individual and has differing needs, we’ll work with you to understand your personal situation and help.

We will notify you well in advance of the submission and payment deadlines and will handle the administration of form submissions. We will liaise with HMRC on your behalf with regards to your personal taxes.

The Process

Step 1

We’ll send you a reminder for your personal finance records

Step 2

We’ll prepare your self-assessment tax return, checked over by our accountants

Step 3

We’ll guide you through the tax return and submit to HMRC

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