02 SELF ASSESSMENT
Self Assessment Tax Returns
Straightforward support with preparing and submitting your Self Assessment tax return accurately and on time.
Self Assessment from £150
SELF ASSESSMENT SUPPORT
Self Assessment support for different circumstances.
Self Assessment isn’t only for the self-employed. I help individuals with a range of tax circumstances understand what needs to be reported and make sure their return is prepared correctly.
SOLE TRADERS
Support with reporting your self-employed income and expenses.
FREELANCERS
For independent professionals with freelance or self-employed income.
COMPANY DIRECTORS
Personal tax return support for directors who need to complete a Self Assessment.
HIGHER INCOMES
Support for individuals with higher incomes and more complex personal tax circumstances.
ADDITIONAL INCOME
For individuals with additional sources of income that need to be reported to HMRC.
OVERDUE TAX RETURNS
Help with bringing outstanding tax returns up to date and dealing with previous tax years.
WHAT'S INCLUDED
More than simply submitting a tax return.
I’ll review the information you provide, prepare your return and explain the final tax position before anything is submitted to HMRC.
✓ Initial consultation.
✓ Review of the information and documents provided.
✓ Preparation of your Self Assessment tax return.
✓ Calculation of Income Tax and National Insurance, where applicable.
✓ Review of relevant allowable expenses and tax reliefs.
✓ Draft tax return for your review and approval.
✓ Submission to HMRC.
✓ Confirmation of tax due and payment deadlines.
✓ Copy of your completed tax return.
✓ Support with straightforward queries relating to your submitted return.
PRICING
Straightforward pricing for your Self Assessment.
Choose the level of support you need. I’ll confirm the final fee before any work begins.
SELF ASSESSMENT
from £150
Preparation and submission of your Self Assessment tax return based on the information and records you provide.
SELF ASSESSMENT + ACCOUNTS
from £250
Preparation of your sole trader accounts together with your Self Assessment tax return.
PRICING
Clear pricing based on your circumstances.
Prices shown are starting prices. Your final fee will depend on the type and number of income sources, the records provided and the overall complexity of your tax affairs.
I’ll review your circumstances before we start and provide a clear quote, so you’ll know exactly what you’re paying from the outset.
BOOKKEEPING & RECORDS
Need help getting your records ready?
The Self Assessment + Accounts price assumes that your business records are reasonably complete and organised.
If your bookkeeping needs to be brought up to date, transactions need to be reviewed or records need additional work before your accounts can be prepared, this can be completed for an additional fee.
Any additional work will be discussed and agreed with you before I start.
OVERDUE TAX RETURNS
Behind with your tax returns?
If you have outstanding returns from previous tax years, I’ll review what’s needed and provide an individual quote based on the number of years and the work involved
FAQ
Questions about Self Assessment?
Do I need to complete a Self Assessment tax return?
It depends on your individual circumstances and the types of income you receive. If you’re unsure whether you need to file a return, I can review your circumstances and help you understand your reporting requirements.
What documents will I need to provide?
This will depend on your sources of income. I’ll let you know exactly what information and documents are needed before we start.
What if my records aren't organised?
That’s okay. If additional bookkeeping or record clean-up is needed before your return or accounts can be prepared, I’ll explain what work is required and agree any additional fee with you first.
Can you help if I have overdue tax returns?
Yes. I can help you understand what is outstanding, prepare the required returns and bring your tax affairs up to date. Overdue returns are quoted individually depending on the work involved.
Let's get your Self Assessment sorted.
Book a consultation and tell me a little about your circumstances. I’ll review what you need and provide a clear quote before we get started.
