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Self Assessment tax returns

Self Assessment Tax Return Preparation & Filing

Self Assessment tax return preparation and filing gives you confidence that your income, expenses, and claims are reported correctly to HMRC. We pull your figures together, check what can be claimed, calculate your tax position, and submit your return on time, with clear explanations of what you owe and when.

More information

What this service covers

Self Assessment can be straightforward or messy, especially when you have multiple income streams. This service is built to make it accurate, compliant, and easy to sign off.

Collection and review of your income sources (for example self-employment, director dividends, property income, interest, or capital gains)
Review of allowable expenses and business use adjustments
Checks for common reliefs and allowances (where applicable), such as pension contributions and Gift Aid
Capital gains and property reporting support where relevant
Tax calculation, Payments on Account review, and what to budget for
Preparation and submission of your Self Assessment return to HMRC
Plain English summary of what was filed and the key dates ahead

Who this is for

This service suits people who want their return handled properly without spending evenings second guessing rules and receipts. It is a good fit if you are a sole trader, freelancer, contractor, or company director who also has other income to report. It is also useful if this is your first return, your income has changed, or you want to be confident you are claiming what you are entitled to.

How it works

We start by confirming which returns and schedules are needed, then provide a clear list of what to share and in what format. You send your records, we review and ask focused questions where something is unclear, then we draft the return and share the figures for approval. Once you confirm, we file with HMRC and provide a summary of the outcome and deadlines.

After filing

You will receive a breakdown of your tax due, the payment deadlines, and any expected Payments on Account so you can plan cash flow. If anything looks unusual compared with previous years, we will flag it and explain why. If you want ongoing support, we can also help you set up a smoother record keeping process for next year’s return.

Frequently Asked Questions

What information do you need to prepare my Self Assessment return?

Typically we will ask for your income details (self-employment, dividends, employment, rental, interest) and a summary of your expenses with supporting records. If you have used accounting software, we can usually work from your reports plus a few confirmations.

Can you handle a return with multiple income sources?

Yes. We can include employment, self-employment, dividends, property income, savings income, and capital gains where relevant. We will confirm what applies to you and make sure the right sections are completed.

When should I get started for the 31 January deadline?

As early as you can, especially if your records need tidying or you have more than one income source. Starting early gives time to answer queries and plan for the payment rather than rushing at the deadline.

Will you tell me what expenses and allowances I can claim?

Yes. We review your expense categories and ask questions to make sure claims are both accurate and supportable. We will also check common reliefs and allowances that may apply to your circumstances.

What if I have already filed, received a penalty, or got a letter from HMRC?

We can review what has happened and advise on the next steps, such as correcting errors, responding to HMRC, or preparing the next return more cleanly. If there is a penalty or notice, we will explain what it relates to and what information is needed to deal with it.