Self-Employed Tax Efficiency Support

What this service covers

You get practical, ongoing support to improve your day-to-day records and make sure your tax position reflects what you can legitimately claim.

• Review of your income and expense records for completeness and accuracy
• Guidance on allowable business expenses and what evidence to keep
• Help setting up simple, repeatable processes for capturing costs and receipts
• Checks for common missed items (for example mileage, home working costs, software, subscriptions)
• Advice on separating business and personal spending to reduce errors
• Clear summaries so you understand your likely tax position before the deadline

Who this is for

This is a good fit if you are self-employed and:

• Want to reduce the risk of overpaying tax by missing allowable expenses
• Feel unsure about what you can claim, or what HMRC would accept
• Have messy records across bank accounts, apps, invoices, or cash spending
• Prefer a simple system you can stick to, rather than complicated spreadsheets
• Want fewer surprises when your Self Assessment return is due

How the support works

We start by understanding how you currently invoice, get paid, and record expenses. Your records are reviewed, then you get clear actions to improve how you capture transactions and store evidence.

Support is typically delivered as a structured cycle: tidy up the basics, confirm the right categories and rules, then keep things on track with regular checks and questions answered as they come up.

Ongoing value and optimisation

As your work changes, your expenses and tax planning opportunities change too. You will get ongoing prompts and reviews so your records stay reliable and your claims remain appropriate.

Where relevant, we also flag decisions that affect tax, such as buying equipment, taking on a vehicle, using your home for work, or setting aside money for payments on account.