Trading income and expenses
Self-employed profits worked out properly, with use of home, mileage and vehicle costs, equipment and capital allowances, and the trading allowance used where it beats claiming actual costs.
Self assessment
Empower your self-assessment
Navigate your financial landscape with confidence using our self assessment service.
Unlock comprehensive analytics for an accurate, in-depth understanding of your finances. Transform data into insight, make informed decisions, and stride into the next tax year with assurance rather than with a January surprise.
What's included
Every income source, in one place
It is common for us to find income declared twice, or relief never claimed at all.
Property and rental income
The finance cost restriction that catches out mortgaged landlords, replacement of domestic items relief, and the difference between a repair and an improvement.
Dividends, savings and pensions
Directors’ dividends, interest, pension income and foreign income brought together, with the allowances applied in the right order.
Capital gains
Disposals reported, including the separate sixty-day deadline on UK residential property that is easy to miss entirely.
Payments on account
Explained once, properly – and reduced by application where income has genuinely fallen, rather than letting you overpay and wait for a refund.
Making Tax Digital readiness
MTD for Income Tax brings sole traders and landlords over the thresholds into quarterly reporting. Clients already on digital bookkeeping move across without changing how they work.
How it works
Filed in spring, not January
Filing early does not move the payment date. It moves the moment you find out.
1
Register you if needed
Self assessment registration with HMRC, a UTR obtained, and agent authorisation so we can act for you.
2
Collect the year
A short checklist covering every income source and relief – not a request for a shoebox of paper.
3
Prepare and explain
The return drafted, allowances claimed, and the figures explained in plain English before anything is filed.
4
File and remind
Submitted to HMRC, confirmation kept, and payment reminders ahead of 31 January and 31 July.
Why it matters
Know the bill nine months early
The single most common shock in a first year of self-employment is discovering that January asks for the tax you owe plus half of it again as a payment on account. We aim to have returns prepared shortly after the tax year ends in April, so an unknown becomes a number you can budget against – and if there is a refund, you get it in May rather than the following spring.
- Prepared from April, not December
- Every allowance actually claimed
- Payments on account explained
- Refunds received months earlier
What you get each month
What you get each tax year
- Draft return and tax computation
- Showing what you owe, how it was worked out, and which reliefs were applied.
- Payment schedule
- The balancing payment and both payments on account, with their dates – known from spring.
- Filing confirmation
- HMRC’s submission receipt, kept on file with the working papers behind the figures.
- A note on next year
- Anything worth doing before 5 April to change the position, while there is still time to do it.
Pricing
One fixed monthly fee. No surprises.
Quoted after a free 20-minute call and billed monthly for as long as you need us – no hourly billing, and no charge for asking a question.
- Fixed monthly fee
- No hourly billing
- Questions always included
Questions about
our self assessment service
Can’t see yours? Call us or drop a message – a person answers.
Ask us something elseYou do if you are self-employed above the trading allowance, a partner in a partnership, a landlord above the property allowance, or have untaxed income, significant dividends, capital gains or the high income child benefit charge. Directors are not automatically required to file, contrary to what many are told, but usually have income that means they should.
We bring you up to date. Filing voluntarily before HMRC chases you materially reduces the penalties, and there are reasonable-excuse grounds worth arguing where they genuinely apply. It is a very common situation and it is fixable.
Yes – including the finance cost restriction for mortgaged landlords and the sixty-day reporting deadline on UK residential property disposals, which is separate from the annual return.
We tell you as soon as the tax year ends, months before it is due. If the figure is uncomfortable, that is exactly the point of knowing in April – there is time to plan for it or to arrange payment with HMRC.
No. The payment deadline stays 31 January whatever date you file. All that changes is how long you have known the number.
Next step
Let’s get your self assessment in order
Twenty minutes on the phone and you will know exactly what you are paying, what we will handle, and what changes.
- No tie-in contract
- Switching handled for you
- Fixed monthly fee