Self-Assessment

Director and personal returns, filed clean.

Personal tax return preparation for directors, sole traders, landlords, and high earners — accurate, optimised, and on time.

Self-Assessment

Personal self-assessment returns shouldn't be a January scramble. We collect once, prepare carefully, claim every relief you're entitled to, and file well ahead of the 31 January deadline.

What we cover

Personal tax compliance for company directors, sole traders, partnerships, landlords, and high earners — including the cross-checks against your dividends, salary, and benefits-in-kind from the company side.

  • Director self-assessment (SA100)
  • Sole trader and partnership returns
  • Property income (UK and foreign)
  • Capital gains tax computations
  • Marriage allowance and pension reliefs

How we deliver

We send you a single information request, prepare the return, walk through the figures with you, then file once you approve. Most returns are wrapped well before the autumn rush.

  • One-touch information request
  • Pre-filing review call
  • Filed before 31 October where possible
  • Payments-on-account schedule provided
Deliverables

What you get

Available standalone or as part of a fixed monthly package from £150. We'll quote precisely after a short scoping call.

Self-assessment return filed with HMRC

Tax liability and payments schedule

Reliefs and allowances summary

Year-ahead planning notes

Included in Gold and Platinum. See plans →

Ready to start with Self-Assessment?

A short call. A clear picture of where we can actually help.