Practical Support for Your Tax Responsibilities
Working for yourself means keeping track of business income, expenses and the records needed to understand your tax position. We help sole traders and self-employed individuals organise their financial information, calculate business profits and identify relevant expenses, allowances and reliefs. Whether you are just starting out or have been trading for years, our support brings clarity to your figures and helps you prepare for upcoming tax responsibilities. We review your records regularly, highlight gaps or missing information and explain how your income and costs affect the tax you may owe, so you can avoid last-minute surprises and keep your records accurate throughout the year. We also explain which records to retain, and why, so nothing important is ever lost.
Where you receive additional income from property, dividends, savings or other sources, we help bring the relevant information together in one place, ensuring nothing is overlooked when your overall tax position is considered. We explain your calculations in plain language, clarify outstanding queries and help you plan for payments well in advance, so tax bills are easier to budget for. We also keep supporting documents and workings organised, giving you a reliable reference for future years and a clearer view of your finances, and leaving you more time to focus on running and growing your business.
Our guidance is practical and clear, helping you make sound decisions about your business finances. Whatever your circumstances, our team is on hand to answer your questions and help you stay organised, confident and prepared.
Who must file
- Sole traders and partners
- Company directors
- Landlords and property investors
- Contractors operating outside PAYE
- Individuals with foreign income
- Anyone with income over £100,000
- Anyone with untaxed income, such as dividends, savings or capital gains
- Anyone HMRC has issued a notice to file
What feeds into your return
| Income Source | What It Covers |
|---|---|
| Self-employment | Trading profits from your business |
| Property | Rental income from UK and overseas property |
| Investments | Dividend and savings income |
| Foreign income | Earnings and income from overseas |
| Pensions | Pension income |
| Employment | Employment income not fully taxed at source |
| Capital gains | Gains from disposing of assets |
Legitimate business expenses, Marriage Allowance, Pension Contributions, Gift Aid and other reliefs must be identified correctly to avoid overpaying.
Our services
Tax return preparation
Complete, HMRC-ready SA100, SA800 and SA900 returns, personal tax computations and SA302 reconciliations.
Income and gains reporting
Self-employment, rental, dividend, foreign and capital gains income, including CGT calculations.
Compliance and filing support
Student loan and Child Benefit charge calculations, online filing, tax planning and quality-assured review.
Client types we support
Construction professionals often need CIS-aware handling. Landlords need specialist rental income and CGT treatment. Contractors and IT consultants may need IR35-aware reporting, and high-net-worth individuals often have income across dividends, foreign earnings and capital gains.
- Professional services
- IT consultants
- Construction
- Healthcare
- Retail
- Hospitality
- Real estate
- Financial services
- Legal firms
- E-commerce
- Contractors
- Limited company directors
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.
What Is a Self Assessment Tax Return?
The annual return used to report income and capital gains to HMRC and calculate any tax due where it isn’t collected through PAYE. It brings together income from sources such as self-employment, property, dividends and savings, so your overall tax position is calculated in one place.
What Is an SA100?
The main Individual Tax Return form, reporting personal income, gains and reliefs, plus any supplementary pages needed. We prepare the SA100 and the relevant supplementary pages for your circumstances, such as self-employment, property or foreign income, so every part of your income is reported correctly.
Do you Prepare SA800 and SA900 Returns?
Yes. SA800 partnership returns including partner profit allocations, and SA900 trust and estate returns. We prepare these alongside individual returns where needed, so partners, trustees and personal representatives can meet all their filing responsibilities with one team.
Can you Calculate Capital Gains Tax?
Yes, for property, shares and other assets, including reliefs, exemptions and 60-day residential property reporting. Keeping accurate records of purchase costs and disposal details makes the calculation clearer, and we can guide you on what to keep.
Can you Report Rental and Foreign Income?
Yes, including UK and overseas property income, foreign income and double taxation relief. We bring this information together with your other income, so nothing is overlooked and the relief you are entitled to is considered.
How Secure is my Information?
Data is shared through encrypted, access-controlled portals under strict confidentiality agreements and GDPR-aligned handling. Your personal and financial information is only accessed by the team members working on your return.
Can you Help During the January Rush?
Yes. We prepare and file your return accurately and on time, so you avoid last-minute stress and missed deadlines. Starting early with your records helps us review your figures properly and gives you time to plan for any tax due.
Which Expenses and Reliefs can you Help me Claim?
We help identify legitimate business expenses, Marriage Allowance, pension contributions, Gift Aid and other reliefs. Claiming them correctly helps you avoid overpaying tax. We also explain which records to keep as evidence, so your claims are well supported if HMRC asks questions.