Self Assessment
Bring your income and expenses together for a clear personal tax return.
Who this is for
Sole traders, landlords, individuals and directors who need to submit a personal tax return.
What can be included
- Income and expense review
- Self-employment and property schedules where agreed
- Self Assessment return preparation
- Tax calculation and filing support after approval
The engagement confirms which services and filing responsibilities are included.
How it works
- We review your current position and agree scope and deadlines.
- You provide records and access through an agreed channel.
- We prepare the work, resolve queries and seek your approval where needed.
What to provide
Income statements, business records, property income and costs, pension contributions and your previous return.
Frequently asked questions
Can you take over existing records?
Yes, we first review their condition and agree any catch-up or correction work separately.
Is software included?
Software subscriptions and setup are included only when stated in your quote.
How much does it cost?
The fee depends on volume, complexity and frequency. Explore the quote calculator or request a tailored quote.