Personal

The help you need, when you need it most

Need help with your tax return, retirement or wealth management? Well, you are in the right place. Our friendly team with their relaxed approach will set you at ease and give you all the help and advice that you need. Our process is streamlined so you can handle everything pretty much from your Smart Phone or lap top. With a fixed fee as well, the service is quick, easy and represents good value for money...and we make sure you don't pay a penny more in tax than you have to. You are in safe hands with us.
Asset 49 3x

All of your personal tax and accounting needs - sorted. What do you need help with?

Which one is right for you?

Our Fee Structure for Tax Return Only Clients

Our tax return service for a personal client includes, providing you with access to our secure customer portal, setting up your automated reminders, preparing your draft tax return for approval from the information you provide, submitting the return electronically to HMRC and advising you of tax payments as they become due....and all for a single fixed fee payable upon completion (completion is when the return is submitted to HMRC). We have defined three services - Simple for a single employment, advanced which is for two income streams ie employed and self-employed (but does not include completing property accounts) and complex which is more for the sole trader who will require annual accounts and is prepared to use our digital tools.

Completing VAT returns, doing your bookkeeping are services we can provide. See the relevant section in our website regarding these services.

Other complexities like Property Accounts, Capital Gains, Inheritance income and foreign transactions are all services we can provide and would fall outside of the standard services.

Our Self-Assessment Tax Return Service

We have designed our tax return only service to be as easy and pain free as possible. It is a really simple three step process to become a client:

Our easy guide to getting started:

  • Contact us and tell us which package suits your situation (if in doubt, ask us).
  • Complete the custom form that we send you.
  • e-sign our proposal and Letter of Engagement

...of course, if you have any questions we will gladly answer them as well...just give us a call or drop us an e-mail.

Thats it...you are now a client. We then....

  • Set you up on our dedicated in-house GDPR compliant, automated system.
  • At the end of the tax year, our automated system will send you a reminder that your tax return is now due and will send you a form to complete.
  • Complete the form and send us any supporting information we require ie. your P60, P11D etc.
  • We prepare the tax return based on the information you provide.
  • We send you your tax computation.
  • Once the figures are agreed we complete the tax return.
  • We send you the tax return for e-signing.
  • Upon receipt of your signed tax return, we will file it with HMRC.
  • When your tax bill is due for payment, we will send you a helpful reminder.

NOTES:

  • If you are self-employed, unless we are doing the bookkeeping we insist that business transactions are checked with your bank account.
  • We request that you send us all of the information we require before the end of September.
  • Late receipt of information will incur additional charges
  • If we receive information in January, we cannot guarantee completing your tax return before the deadline date.

Why Choose Us?

Choose us because you need a high-end quality service and you recognise the benefit of working with a progressive, cloud accountancy practice. We should always be considered as an investment in the success of your business. Choose us because you want to work with a friendly, reliable team that genuinely cares about you and your business. Choose us because we Make A Difference.

Need something else?

Get in touch to see how we can make a difference to you and your business

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