Self Assessment Services for Sole Traders and Small Businesses

Boost your earnings with confidence.

Our self‑assessment specialists handle the calculations and prepare your return swiftly and accurately. Every submission is completed and filed with HMRC on schedule, without fail.

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What We Deliver

We provide comprehensive accounting solutions built to support growth.

Income Tracking

We record and categorise all sources of income, from employment to rental and investments, so nothing is missed.

Expense Management

Claim allowable expenses with confidence — we track and organise your costs to maximise efficiency and reduce liabilities.

Tax Return Preparation

Your self‑assessment is prepared with precision, filed on time, and fully compliant with HMRC requirements.

Deadline Management

We monitor key dates and handle submissions, ensuring you never face penalties or late filing charges.

Tax Efficiency Advice

Strategic guidance on allowances, reliefs, and planning opportunities to keep your tax bill as low as legally possible.

Ongoing Support

Clear communication and proactive updates, giving you confidence throughout the tax year.


Our Comprehensive Tax Return Service

We manage the entire process of completing and submitting your personal tax return through a clear 9‑step approach:

  • Provide you with a tailored checklist to simplify gathering all required information.
  • Use the details you supply to accurately prepare your Personal Tax Return.
  • Calculate tax bills and payments on account to prevent penalties and interest.
  • Advise on potential claims and elections to reduce liabilities (excluding tax credits), and submit HMRC‑required elections if instructed.
  • Secure your written approval before filing your return.
  • Submit electronically to HMRC, ensuring confirmation of receipt and faster refunds where applicable.
  • Request your bank details to transfer refunds directly and securely.
  • Handle all HMRC correspondence related to your tax return, whether sent to us or forwarded by you.
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Industries We Support

Tailored Self Assessent for Every Sector

Self Assessment needs vary across industries, and our expertise ensures your records are managed with precision no matter your field.

  • Contractors & Freelancers: Simplified expense tracking and reporting for self‑employed professionals.
  • Startups & SMEs: Scalable bookkeeping solutions that grow with your business and support long‑term planning.
  • Hospitality – Daily records managed using leading cloud-based tools
  • Retail: Stock management, daily transaction recording, and VAT compliance for shops and multi‑location businesses.
  • Professional Services: Accurate invoicing, VAT compliance, and client account management for consultants and agencies.
  • E‑Commerce Businesses: Integrated bookkeeping with online sales platforms, ensuring accurate records and tax compliance.
  • Landlords: Tailored tax and accounting solutions that simplify rental income management and ensure full HMRC compliance.

Expert Tax Guidance

Our service goes beyond simply completing self‑assessment tax returns. Our qualified accountants provide tailored advice and strategies to help minimise your tax liability, ensuring you receive genuine added value rather than just routine number crunching.

We keep clients fully informed and in control of their tax obligations and financial position, empowering them to make confident, well‑considered business and investment decisions.

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What is a Self‑Assessment Tax Return

A self‑assessment tax return, often referred to as a Personal Tax Return, is the method by which individuals report their annual income and any gains or profits from capital investments to HMRC.

While some taxes are deducted automatically at source — for example, PAYE on employment income or tax on savings interest — other types of income are not. Earnings from rental properties, sole trader businesses, or the sale of assets that have increased in value (such as buy‑to‑let property) must be declared separately, with any additional tax paid.

A tax return can also be used to reclaim overpaid tax, such as when an incorrect tax code has led to excessive deductions by an employer.

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Who Needs to Complete a Personal Tax Return (PTR)

A tax return is required for the financial year ending 5th April if any of the following apply:

  • Self‑employed sole traders running their own business or service.
  • Partners in a partnership.
  • Individuals with more than £2,500 in untaxed income, such as rental property earnings.
  • Investors receiving dividend income.
  • Savings or investment income of £10,000 or more before tax.
  • Profits from selling assets, including buy‑to‑let property or shares.
  • Recipients of child benefit where income exceeds £50,000.
  • Income from abroad that is subject to UK tax.
  • Individuals living abroad but earning UK income.
  • Trustees managing trusts.
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Our Approach

We provide comprehensive accounting solutions built to support growth.

Going the Extra Mile

We handle your bookkeeping end‑to‑end, managing transactions, cash flow, and invoices behind the scenes.

More Time for Growth

Get vital financial data at a glance, helping you understand business health and focus on growth.

Instant Access

Our team is fast, attentive, and proactive — ready to answer questions and resolve issues before they become problems.

Looking for a complete Self Assessment Services for your business?

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Self Assessment FAQ

1What is a Self‑Assessment tax return?
It’s the process of declaring your annual income and gains to HMRC, ensuring you pay the correct amount of tax or reclaim any overpayments.
2Who needs to file a Self‑Assessment?
You’ll need to file if you’re self‑employed, a partner in a business, earn untaxed income (like rental property or dividends), have significant savings income, sell assets for profit, or meet other HMRC criteria such as receiving child benefit with income over £50,000.
3When is the deadline for filing?
The tax year ends on 5th April. Paper returns must be filed by 31st October, and online returns by 31st January the following year.
4What happens if I miss the deadline?
HMRC issues penalties and interest on late submissions or payments. Filing on time avoids unnecessary costs and stress.
5Can I claim expenses through Self‑Assessment?
Yes. Allowable expenses such as business costs, travel, or property expenses can reduce your tax liability.
6How do refunds work?
If you’ve overpaid tax, HMRC will process a refund once your return is filed. Electronic submissions mean refunds are usually received faster.
7Do I need an accountant to file?
While you can file yourself, working with a qualified accountant ensures accuracy, compliance, and maximises tax efficiency.
8What documents do I need?
Income records, expense receipts, bank statements, P60/P45 forms, dividend vouchers, and details of any assets sold.
9Can you handle HMRC correspondence for me?
Yes. We manage all communication with HMRC on your behalf, ensuring issues are resolved quickly and professionally.