Tax Preparation & Compliance Package

What the package covers

This service brings tax preparation and practical compliance support into one clear workflow, so nothing is missed and submissions are based on reliable figures.

• Preparation and filing of the relevant tax returns for your business type (for example Self Assessment or Corporation Tax)
• Year end accounts support for statutory reporting where required
• Review of income and allowable expenses to improve accuracy and reduce avoidable tax
• Deadline management and submission confirmation for key filings
• Guidance on what records to keep and how to keep them HMRC ready
• Clear queries list where information is missing, with practical help to resolve it

Who this is for

This package suits sole traders, freelancers, contractors, and owner managed limited companies who want certainty that tax work is done properly and on time. It is a strong fit if you are time poor, have multiple income streams, or you are juggling VAT, payroll, or year end reporting alongside day to day delivery.

How delivery works

We start by confirming what filings apply to you and agreeing the timeline for the year. We then review your bookkeeping and supporting records, raise any questions early, and finalise the figures before preparing the returns. You receive a plain English summary of what is being filed, what you owe (or are due), and the key dates to act on.

After filing: staying compliant and improving next year

Once submissions are complete, you keep a clear audit trail and a checklist for the next period. Where useful, we highlight practical improvements to record keeping and processes to reduce future admin and help you plan for upcoming liabilities.