Service

Self Assessment

Filing self assessment tax returns can be complex and stressful, especially if your situation involves more than one source of income. We offer a comprehensive self assessment service that takes the pressure off, makes sure every allowance and relief is being used in your favour, and gets your return filed on time, every time.

Who we help

Three groups we look after

Self assessment is not just for the self employed. We work with landlords, directors, and individuals with more complex income, and we tailor the service to fit each situation.

01

Self Employed Individuals

Accurate, timely preparation and submission of your tax return, with friendly guidance on allowable expenses, record keeping, and how to plan for your tax bill rather than be surprised by it.

  • Sole trader and freelancer returns
  • Allowable expenses reviewed in detail
  • Tax bill estimates well ahead of the deadline
02

Property Rental Income

Whether you have a single buy to let or a growing portfolio, we make sure all rental income, mortgage interest, and related expenses are correctly reported, so landlords stay compliant and tax efficient.

  • Single property and portfolio landlords
  • Furnished, unfurnished, and holiday lets
  • Mortgage interest restrictions handled correctly
03

Company Directors

We manage the particulars of directors’ returns, including dividends, salary, benefits in kind, and pension contributions, and help you optimise your overall tax position year on year.

  • Salary and dividend planning
  • Benefits in kind and P11D reporting
  • Capital gains and dividend allowance reviews

How we work

Tax season, without the panic

Self assessment should not be a January scramble. We follow a calm, year round process so by the time the deadline arrives, the work is already done.

  1. A friendly conversation. We start by understanding your sources of income, what records you already have, and any changes during the year.
  2. Gather your records. We give you a simple checklist, then chase the bits we are missing, so nothing is left to the last minute.
  3. Prepare and review your return. We draft the return, talk you through the figures in plain English, and make sure every relief is claimed.
  4. File and remind you of payment dates. Your return goes to HMRC well before the deadline, and we flag both payment dates so they never sneak up on you.
Start with a free chat

Common questions

Self assessment, in plain English

Do I need to file a self assessment?

You usually need to file if you are self employed, a company director, a landlord, or have other untaxed income (such as savings, investments, or income from abroad) above certain thresholds. If you are unsure, send us a quick message and we will tell you for free.

When is the deadline?

For online returns, the deadline is 31 January following the end of the tax year. Any tax owed is due on the same date, with a second payment on account due 31 July. We always aim to file well before the deadline so you have plenty of time to plan.

What if I am late filing?

HMRC charges an automatic penalty for late filing, with further penalties if you are several months late. If you have missed a deadline, get in touch quickly. We can help you file as soon as possible and minimise any penalties.

What expenses can I claim?

It depends on your situation, but typical claims include business mileage, home office costs, professional fees, equipment, and a portion of phone and internet bills. We will go through your year with you and make sure nothing legitimate is missed.

Ready to file with confidence?

Tell us about your situation, we will take it from there.

Whether this is your first ever return or your twentieth, we will make it straightforward, accurate, and as tax efficient as possible. The first conversation is on us.