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Self Assessment

Self Assessment Tax Returns

Accurate, timely self assessment tax return support for individuals, company directors, landlords and higher earners, with practical tax advice available where needed.

Personal tax returns

Tax returns prepared properly and explained clearly

We prepare self assessment tax returns for a wide range of clients, from individuals who simply want their annual return dealt with properly, through to directors, landlords and clients with more involved tax affairs.

Our aim is to make the process straightforward, ensure the return is accurate, explain what tax is due and identify any issues or planning opportunities where relevant.

Whether your return is relatively straightforward or includes dividends, property income, pension contributions, capital gains or PAYE coding issues, we will deal with it carefully and keep you informed throughout.

Book a free consultation Ask us about your tax return
Who we help

Self assessment support for different types of taxpayer

Some tax returns are simple. Others need more care. We help clients understand what needs to be reported, what tax is due and what HMRC may need to know.

Individuals

If you have been asked to file a tax return, we can prepare and submit it for you, calculate the tax due and explain the payment position clearly.

Company directors

We report salary, dividends, benefits and other income correctly, and where we also act for the company, we can join up the company and personal tax position.

Landlords

We prepare returns for landlords and property owners, including rental income, finance costs, allowable expenses and jointly owned property.

More than data entry

A careful review, not just a filing service

A tax return is not just a form to file. It can highlight pension relief, dividend planning, PAYE coding errors, capital gains, rental property issues or payments on account that need attention.

Where something looks unusual, we will tell you rather than simply filing the return and moving on.

Joined-up advice

Directors, dividends and personal tax

Company directors often need a personal tax return as well as company accounts and corporation tax returns.

We can prepare the director's personal tax return alongside the company work, making sure salary, dividends, benefits, pension contributions and any other income are reported correctly.

This joined-up approach matters because the company and personal tax positions are often connected.

Common issues

Tax return issues we often help with

We do not just prepare the return. We help clients understand the figures and deal with practical tax issues that often sit around self assessment.

PAYE coding problems

HMRC tax codes can become messy where there are pensions, benefits, multiple employments or previous underpayments. Where we spot a problem, we can help explain and correct it.

Payments on account

Payments on account can catch people out. We explain what is due, when it is payable and whether a reduction claim may be appropriate.

Late returns and HMRC letters

If a return is late or HMRC has written to you, we can review the position, bring the return up to date and advise on penalties or next steps.

Common questions

Self assessment FAQs

Do I need a self assessment tax return?

You may need one if HMRC has issued a notice to file, or if you have income or gains that need to be reported, such as self-employment, rental income, dividends, capital gains or higher income child benefit charge.

Can you prepare a straightforward annual tax return?

Yes. We prepare straightforward annual self assessment tax returns as well as more involved returns for directors, landlords and higher earners.

Can you prepare my director tax return as part of my company package?

Yes. Many limited company clients ask us to prepare the directors' personal tax returns alongside the company accounts and corporation tax work.

Can you help with rental income?

Yes. We prepare tax returns for landlords and can advise on rental income, allowable expenses, finance costs and related property tax issues.

Can you help if my tax return is late?

Yes. We can help bring late returns up to date, calculate the tax due and advise on penalties and HMRC correspondence.

Can you deal with HMRC on my behalf?

Yes. Once authorised as your agent, we can correspond with HMRC about your tax return and related issues.

Need your self assessment tax return prepared?

Whether your return is straightforward or needs a more careful tax review, we can prepare it properly, explain the figures and deal with HMRC on your behalf.

Book a consultation Get in touch 0161 240 3701