Self assessment

Your personal return prepared, checked, and filed well before January.

$250

per year

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Your personal tax return, sorted before January

Self Assessment does not need to mean a January scramble. We gather your income and expenses, check the figures, and prepare your return so everything is ready well before the deadline.

We’ll explain what you owe, what you can claim and when your payment is due, giving you a clear answer instead of another tax calculation to work through yourself.

Sole traders

Directors

Rental income

What is included

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Self Assessment tax return

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Income and expense review

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Rental income included

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Tax deductions checked

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Tax calculation prepared

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HMRC filing

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Payment figure confirmed

Not included: Company accounts, VAT returns and payroll. These can be added separately where required.

How it runs

What a month looks like

Daily

01

Information gathered

We collect your income, expenses and other relevant information needed to prepare your personal tax return.

Daily

01

Information gathered

We collect your income, expenses and other relevant information needed to prepare your personal tax return.

Weekly

02

Figures checked

We review the numbers and make sure relevant income and allowable expenses have been included correctly.

Weekly

02

Figures checked

We review the numbers and make sure relevant income and allowable expenses have been included correctly.

By the 3rd

03

Return prepared

Your Self Assessment return is prepared, checked and shared with you before submission.

By the 3rd

03

Return prepared

Your Self Assessment return is prepared, checked and shared with you before submission.

By the 5th

04

Filed and explained

We file your return with HMRC and explain exactly what you owe, when it needs to be paid and what happens next.

By the 5th

04

Filed and explained

We file your return with HMRC and explain exactly what you owe, when it needs to be paid and what happens next.

No commitment. Bring your latest figures and we’ll tell you what it would cost.

No commitment. Bring your latest figures and we’ll tell you what it would cost.

Pricing

Fixed monthly fee. No hourly billing

Sole trader

$120 /

mo

Freelancers earning under $90k annual turnover

Limited company

$240 /

mo

Company directors with VAT and small payroll

Most chosen

Growing team

$480 /

mo

Businesses with six to twenty-five people

Monthly bookkeeping

Included

Included

Included

Self assessment

1 return

2 returns

3 returns

Quarterly VAT returns

Not included

Included

Included

Payroll

Not included

Up to 5 people

Up to 25 people

Year end accounts

Not included

Included

Included

Ex VAT. Monthly rolling, fixed 12 months.

Catch-up work on overdue years quoted separately.

4.9

Star
120+ Reviews
We started with bookkeeping and added payroll a year later. Same person, same price structure, no renegotiation.
Sana Ahmed

Founder, Field Studio. Client since 2022.0 grafts · Berlin

We started with bookkeeping and added payroll a year later. Same person, same price structure, no renegotiation.
Sana Ahmed

Founder, Field Studio. Client since 2022.0 grafts · Berlin

We started with bookkeeping and added payroll a year later. Same person, same price structure, no renegotiation.
Sana Ahmed

Founder, Field Studio. Client since 2022.0 grafts · Berlin

BG Image

Questions

About this service

Anything else, ring Josh on 0117 496 0120 and you will get a straight answer.

Who needs a Self Assessment return?

Sole traders, company directors and people with additional taxable income may need to complete a Self Assessment return. We can help you work out what applies to you.

Can you include rental income?

Yes. Rental income and relevant expenses can be included when preparing your return.

What if I have missed the January deadline?

Get in touch as soon as possible. We can review what is outstanding and help you get the return submitted.

Can I send documents digitally?

Yes. We can work from digital records and documents, making the process easier and reducing unnecessary paperwork.

When should I start?

The earlier the better. Getting your information to us ahead of the deadline gives us time to review everything properly.

Who needs a Self Assessment return?

Sole traders, company directors and people with additional taxable income may need to complete a Self Assessment return. We can help you work out what applies to you.

Can you include rental income?

Yes. Rental income and relevant expenses can be included when preparing your return.

What if I have missed the January deadline?

Get in touch as soon as possible. We can review what is outstanding and help you get the return submitted.

Can I send documents digitally?

Yes. We can work from digital records and documents, making the process easier and reducing unnecessary paperwork.

When should I start?

The earlier the better. Getting your information to us ahead of the deadline gives us time to review everything properly.

Next step

Thirty minutes, no sales pitch

Bring the question you have been avoiding. You will leave with a fixed price and a plain answer, whether or not you sign up.

Length

30 minutes

With

Priya or Josh

Where

Phone or Google Meet

Next opening

Thursday, 11:00

Next step

Thirty minutes, no sales pitch

Bring the question you have been avoiding. You will leave with a fixed price and a plain answer, whether or not you sign up.

Length

30 minutes

With

Priya or Josh

Where

Phone or Google Meet

Next opening

Thursday, 11:00

Next step

Thirty minutes, no sales pitch

Bring the question you have been avoiding. You will leave with a fixed price and a plain answer, whether or not you sign up.

Length

30 minutes

With

Priya or Josh

Where

Phone or Google Meet

Next opening

Thursday, 11:00

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