Need help with a Self Assessment tax return, rather than a full accounting package? Start with the tax year, your income sources and any deadline or HMRC correspondence. We can discuss a one-off return, outstanding years or ongoing support. We help organise the relevant information, prepare the return and explain the figures for your approval before submission. Scope and fees are agreed after reviewing your circumstances.
Exactly what is included depends on your circumstances and the records available. A proposal is agreed before work begins.
A clear information checklist
Preparation from the records supplied
Queries explained without unnecessary jargon
Review of the figures before submission
A clear summary of upcoming actions
How it works
Organised from the first conversation.
1
Scope
We establish the income sources and records relevant to your return.
2
Review
Information is checked and any gaps or questions are raised with you.
3
Complete
The return is prepared for your approval, with the outcome and next steps explained.
Questions
Before we get started.
Can I ask for help with just one tax return?+
Yes. Tell us the tax year and the types of income involved so we can assess a standalone piece of work. You do not need to request bookkeeping or an ongoing accounting package to make an enquiry.
Can you help with a late or outstanding tax return?+
Contact us with the relevant years and correspondence. We can assess what information is available and explain the practical next steps.
Will you tell me what records are needed?+
Yes. You will receive a tailored request based on your circumstances rather than a generic list.
Is the initial conversation tax advice?+
No. It is used to understand your position and agree the scope. Advice specific to you is provided only after the relevant facts have been reviewed.
Next step
Let's understand what you need.
Tell us what you need, the relevant period and any upcoming deadline. We will review the scope before work is agreed. Do not include tax identifiers or confidential documents in your first message.