Self Assessment
Your tax return, prepared with care.
We prepare and file Self Assessment tax returns and can act as your agent with HMRC, so their correspondence comes through us.
Is this the right support?
- Sole traders and freelancers
- Company directors
- Individuals with income outside PAYE
The work itself.
- Preparing and filing your Self Assessment return
- Acting as your agent with HMRC
- A clear list of the information we need
- Explaining what you owe and when it is due
Agreed before we begin.
We confirm what your return needs to cover when we quote, so there are no surprises later.
What we'll need from you.
- Details of your income for the tax year
- Records of allowable expenses
- Any relevant HMRC correspondence
Four quiet steps.
- 01
Conversation
We talk through the business, your current setup and what you need.
- 02
Proposal
You receive a written quote setting out the scope, responsibilities and fees.
- 03
Setup
We arrange access and agree how information will be shared.
- 04
Ongoing work
We complete the agreed work and tell you what we need along the way.
Worth asking.
Yes. Once authorised as your agent, we can correspond with HMRC on your behalf.
Often, yes. We can tell you whether you need one when we discuss your circumstances.
