Personal tax
Self Assessment and personal tax planning handled with care, so you know where you stand.
How we help
Whether you are a company director, landlord, sole trader or have income from several sources, we prepare your tax return accurately and look for legitimate ways to reduce your bill.
- Self Assessment tax returns
- Making Tax Digital for Income Tax readiness
- Rental income and property tax
- Pension and investment income
- Advice on residence and domicile questions
Who it is for
Directors, landlords, the self-employed and anyone with more than straightforward PAYE income.
How it works
- An initial conversation. We learn about you, your plans and what you need from us.
- A clear proposal. We set out the scope of work in writing and agree it with you before anything starts.
- Ongoing support. A named contact, agreed deadlines and regular check-ins.
Common questions
Can you take over from my current accountant?
Yes. We contact your current adviser for the information we need and handle the handover for you.
Do we need to meet in person?
Not unless you want to. Many clients work with us by video call and secure document sharing.
How do you charge?
We agree the scope with you in writing before any work starts, so there are no surprises.
Tell us where the business is and where you want it to be
An initial conversation is the easiest place to start. We will listen, ask a few questions and tell you plainly whether and how we can help.