You can call us (office hours) Monday to Friday on : 0121 455 8055
 

Self Assessment

Businessman Startup - Image Credit Free Range Stock - Wixphoto.comTo support our clients that need to complete self assessment tax returns we have a number of options.

This includes our basic service – which is where we complete and file your tax return from your records, as well as a number of inclusive packages which assist you with tax advice and support to improve your record keeping systems.

Inclusive Packages

As well as our basic self assessment tax return completion services, we offer the following Inclusive monthly fixed fee packages for individuals who have to complete self assessment tax returns, including higher rate tax payers, Directors, and sole traders/self employed individuals:

Bronze Package

  • Completion and filing of your Self assessment tax return
  • Notification of tax due
  • A one hour consultation on current/future income, expenses, tax and tax savings
  • Tax Enquiry Insurance *
  • Just £15 per month plus VAT

This package is ideal for higher rate tax payers or Directors with basic income sources (such as employment income, bank interest and dividend income), and is not available to individuals who are self employed or those who have property rental income.

Silver Package

  • Preparation of your sole trader accounts (or property rental information) from your book-keeping records
  • Completion and filing of your Self assessment tax return
  • Notification of tax and NIC due
  • Up to two hours consultation on tax savings and recommendations for improvements to your book-keeping systems
  • Tax Enquiry Insurance *
  • Just £25 per month plus VAT

This package is ideal for sole traders who want to make sure they are maximising their tax reliefs, or for individuals with more complex income sources such as property rental income or capital gains.

Gold Package

  • Preparation of your sole trader accounts (or property rental information) from your book-keeping records
  • Completion and filing of your Self assessment tax return
  • Notification of tax and NIC due
  • Up to four hours consultation on tax savings, tax planning for future transactions and recommendations for improvements to your book-keeping systems
  • Budgeting and guide to sole trading
  • Tax Enquiry Insurance *
  • Just £30-50 per month plus VAT

This package is ideal for individuals with a variety of income sources (including self employment, property or other income sources and capital gains).

* Tax Enquiry Insurance – protects you against unplanned professional fees in the event of an enquiry from HMRC. The service also gives you telephone access to specialists on any matter relating to human resources, employment and health and safety law and its compliance requirements.

Key Benefits

  • Your personal tax return is filed for you
  • You receive advice and guidance on tax savings, and can be sure you have maximised your tax allowances and reliefs
  • With our fixed price services your costs are controlled during the year
  • You achieve added social value by having services provided by a social enterprise