Self-assessment

Your personal tax return prepared, checked and filed, with your tax bill known by 31 October and nothing left for January.

From £49 a month What is included

A joiner planing a length of timber at a workbench, shavings curling off the blade

January is when most people think about their tax return. We would rather you did not have to think about it at all.

Send us your records after 5 April and we prepare your return over the summer. By 31 October you know your bill and when to pay it; by 31 December the return is filed. You have a month to put the money aside instead of a week to find it.

We claim everything you are entitled to: the business share of your phone and home, mileage, equipment, training, professional subscriptions. New clients are often surprised by what was being missed.

If your profit has fallen, we apply to reduce your payments on account. If you are in Making Tax Digital for Income Tax, we submit your quarterly updates from your records and the final declaration replaces the old return.

Questions about self-assessment

What if I have income from more than one place?

That is normal. Employment, rent, dividends, savings and pensions all go on the same return at no extra cost.

Can you reduce my payments on account?

If this year's profit is lower than last year's, yes. We apply to reduce them so you are not paying tax in advance on money you have not made.

Do I need Making Tax Digital?

Sole traders and landlords with income over £50,000 are already in. The threshold falls to £30,000 from April 2027.

Tax bill for the year

£6,840 £5,210

“I had been leaving out my van and half my phone because I did not know I could claim them. The first return Balsworth filed was £1,630 lighter, and it cost less than that for the whole year.”

Harriet Cole, Garden designer, sole trader

Often taken together

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Bookkeeping

Your books kept up to date every week, reconciled to the bank, with a one-page summary each month you can actually read.

From £30 a month on top of your plan, for turnover under £50k

A payslip being slipped into a brown envelope on a wooden table

Payroll

Payroll run on time every month, payslips sent, submissions to HMRC made on or before payday, and workplace pensions handled.

From £20 a month for one employee, then £5 for each extra person

A hand working a calculator over a blue folder of invoices beside a laptop

VAT returns

Quarterly VAT returns prepared from your books, checked for the usual mistakes, and filed under Making Tax Digital before the 7th.

From £25 a month, covering four quarterly returns