Accurate Returns, Clearly Prepared
Preparing your tax return requires a complete picture of your income and financial circumstances. We bring together information covering employment, self-employment, property, dividends, savings, overseas income and relevant asset disposals, ensuring nothing is overlooked or reported inconsistently. By reviewing your records and identifying applicable expenses, allowances and reliefs, we help prepare a return supported by clear calculations and organised documentation. Whether you are filing for the first time or have years of experience, we explain how each source of income affects your overall liability, so the figures in your return are easy to understand and straightforward to review.
Before filing, we discuss your tax position, resolve outstanding questions and obtain your approval, so you know exactly what is being submitted and why it matters. We support submission to HMRC where authorised and explain the associated payment responsibilities, including amounts due and relevant deadlines, helping you stay organised and informed throughout the process. Nothing is sent to HMRC until you have reviewed the figures and are happy to proceed. We also flag any figures that look unusual before filing.
We also keep your calculations, supporting documents and approvals clearly filed, giving you a dependable reference for future tax years and any later queries or enquiries from HMRC. Whether your circumstances are straightforward or involve several income sources, our service helps reduce administrative pressure and supports accurate, timely reporting, leaving you with more time and confidence to focus on your work, your family and your wider financial plans. Our team remains available to answer your questions long after your return is filed.
SA100 individual returns
Full preparation covering all income sources, reliefs and allowances, ready for HMRC submission.
SA800 partnership returns
Partnership returns including partner profit-share allocations and supporting statements.
SA900 trust and estate returns
Support for executors and trustees, covering trust income, capital distributions and beneficiary reporting.
Personal tax computations
Reconciling every income stream against reliefs and allowances for an accurate final liability.
Capital Gains Tax
Workings for property, share and asset disposals, losses and 60-day residential property reporting.
Rental and foreign income
Property income schedules for UK and overseas landlords, with double taxation relief.
Self-employment and dividends
Accounts and tax adjustments for sole traders, capital allowances, and dividend calculations.
CIS, student loans and Child Benefit
CIS reconciliations, student loan calculations and High Income Child Benefit Charge workings.
Filing and planning
Submission through HMRC Online Filing and leading software, plus personal tax planning analysis.
Key dates
| Requirement | Deadline | Why It Matters |
|---|---|---|
| Self Assessment registration | 5 October 2026 | Late registration can trigger penalties if tax is unpaid |
| Paper return deadline | 31 October 2026 | Final date for paper SA100, SA800 and SA900 returns |
| Online return deadline | 31 January 2027 | Final date for online filing |
| Balancing payment | 31 January 2027 | Remaining 2025/26 tax, due with the first payment on account |
| First payment on account | 31 January 2027 | Advance payment towards 2026/27 |
| Second payment on account | 31 July 2027 | Second advance instalment |
| HMRC amendments | Within 12 months of the filing deadline | Window to correct errors without formal disclosure |
Our standards
- Every computation checked against source documents
- Current HMRC rules, reliefs and reporting formats
- Strict confidentiality agreements and access controls
- Agreed turnaround times ahead of deadlines
- Encrypted transfer and restricted-access systems
- Organised, audit-ready working papers
- Structured review before submission
- Status updates and query logs throughout
Benefits of a Dedicated Team
Lower costs
Avoid the salary, training and recruitment costs of temporary tax season staff.
Faster turnaround
Dedicated resourcing moves returns through preparation and review more quickly.
Scalable capacity
Flex up for January and down for the rest of the year.
More advisory time
Redeploy partners and senior staff to planning and client strategy.
Business continuity
Less reliance on individual staff during peak season.
Frequently Asked Questions
Let’s Discuss Your Requirements
Have a question about our services? Speak with our team to discuss your engagement, deadlines and the support you need.
Who Must Submit a Self Assessment Return?
Sole traders, partners, directors with untaxed income, landlords, people with significant dividend or savings income, Capital Gains Tax payers, and anyone affected by the High Income Child Benefit Charge. If you are unsure whether you need to file, we can review your income and circumstances and confirm your position.
Will Using our Support Affect my Relationship with my Clients?
No. We work as your team, and client relationships, advice and communication stay with your firm. Our role is to prepare and organise the work behind the scenes, so you keep full control of how you deal with your clients.
Which Tax Software do you Use?
TaxCalc, Xero, QuickBooks, Sage, FreeAgent and Excel-based workflows. We can work with the tools you already use, and we submit through HMRC Online Filing and leading software where authorised.
How Secure is my Financial Information?
All data passes through encrypted portals and access-controlled systems, backed by confidentiality agreements and GDPR-aligned processes. Access is restricted to the team members working on your returns, and information is shared only through secure channels.
Can you Help with HMRC Enquiries?
Yes. We support correspondence and workings for HMRC queries, penalty notices and enquiries. Because every return is supported by organised working papers and approvals, it is easier to respond clearly and within the required timeframe.
How is Pricing Structured?
Per-return pricing, dedicated resource models and seasonal overflow packages. You can choose the option that suits your volume of work, whether you need help with a few returns or ongoing support through the year.
What Checks are Carried Out Before a Return Is Submitted?
Every computation is checked against source documents, and the return goes through a structured review before submission. We also keep organised, audit-ready working papers and provide status updates and query logs throughout. Nothing is sent to HMRC until the figures have been reviewed and approved.
Can you Handle Extra Work During the January Peak?
Yes. Our dedicated team can flex up for January and down for the rest of the year. This avoids the cost of recruiting and training temporary staff and moves returns through preparation and review faster, while keeping quality consistent.