Your tax return done in the autumn, not the last week of January.
If HMRC doesn't take the right tax from your income automatically, you owe them a return each year. We prepare yours from records we already hold, in the autumn, so you know what you owe months before you have to pay it.
Who it's for
Sole traders & landlords
Self-employed profits or rental income, the costs you can set against them, and the return that goes with it.
+ + + +Directors taking dividends
Salary and dividends from your own company, with the personal tax on them worked out in advance.
+ + + +Anyone with untaxed income
Savings, investments, capital gains or side income that HMRC doesn't tax through your payslip.
+ + + +What's included
One fixed fee for the full return, billed monthly if you prefer. Agreed in writing before any work starts.
Quarterly updates are on the way.
From April 2026, sole traders and landlords with qualifying income over £50,000 send HMRC quarterly updates as well as a final declaration, and the threshold drops to £30,000 in April 2027. If that's you, we'll move you onto compatible software and send the updates for you.
What MTD means for you →How the year runs
The tax year runs from 6 April to 5 April. Everything below counts from the end of it, and the dates are the same every year.
Tax year ends
We ask for anything we don't already hold: P60s, rental statements, dividend and interest figures.
Register if you're new
First year in self assessment? HMRC needs to know by now to issue your UTR. We handle the registration.
Return prepared
Drafted, checked and talked through with you. You know the figure and the payment dates well before Christmas.
Filed and balance paid
The online filing deadline, and the date the balancing payment and first payment on account are due. Yours is already in.
Second payment on account
Half of last year's bill, paid towards this year's. You'll get the amount from us before it's due.
Miss 31 January and HMRC charges a £100 penalty straight away, even if there's no tax to pay. Further penalties follow at three, six and twelve months, with interest on any tax paid late.
Questions,
answered plainly
Anything not here, just ask. We don't charge for questions.
Usually yes if you're self-employed with income over £1,000, receive rent, take dividends from your own company, have a capital gain to report, or earn income that isn't taxed through PAYE. If you're not sure, ask. It's a two-minute question and there's no charge for it.
Let's talk about your business.
No obligation, no pitch. Just where you are and where you're heading.
Registered in England and Wales, no. 17052920
Fleet, Hampshire
Chartered management accountant, CIMA member in practice.
WhatsApp welcome
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