Service
Self Assessment & Personal Tax
Most people do not need a tax adviser so much as they need the return to be right, filed on time, and off their mind. We prepare your Self Assessment from your records, tell you what you owe and when, and file it for you as your authorised agent.
What the fee covers
Included as standard
Full return preparation
We build the return from your records — bank statements, invoices, dividend vouchers, rental statements — and query anything that looks incomplete rather than guessing.
Allowances and reliefs checked
Trading allowance, capital allowances, allowable expenses, pension relief, gift aid, marriage allowance. We look at what applies to you rather than working from a template.
Filed as your agent
We register as your HMRC agent so the return is submitted directly, and you get a copy of exactly what was filed.
A clear payment plan
You are told what to pay, when, and whether payments on account apply — well before the deadline, not the week of it.
Correspondence handled
If HMRC comes back with a query on the return, we deal with it as part of the fee.
Common questions
Questions we get asked about this
When is my Self Assessment due?
For the tax year ending 5 April, the online filing deadline is the following 31 January, which is also when the tax is due. Payments on account, if they apply to you, fall due on 31 January and 31 July.
I have not filed for several years. Can you help?
Yes, and it is more common than you would think. We bring the outstanding years up to date and, where there is a reasonable excuse, we can appeal penalties on your behalf. Coming to HMRC voluntarily is materially better than waiting for them to come to you.
Do you need my HMRC login?
No. We register as your agent through HMRC's own agent service, which means you keep your Government Gateway credentials to yourself. You should never give your login to anyone.
What if my records are a mess?
Bring what you have. If bookkeeping is the real problem we will say so and quote for sorting it out — see our bookkeeping service — rather than charging you to unpick it invisibly.
Next step
Talk to us about self assessment & personal tax
A short call, an honest view of what is involved, and a fixed price. No obligation and no sales script.