Self assessment
Your personal return prepared, checked, and filed well before January.
$250per year
Your personal tax return, sorted before January
Self Assessment does not need to mean a January scramble. We gather your income and expenses, check the figures, and prepare your return so everything is ready well before the deadline.
We’ll explain what you owe, what you can claim and when your payment is due, giving you a clear answer instead of another tax calculation to work through yourself.
Sole traders
Directors
Rental income
What is included
Not included: Company accounts, VAT returns and payroll. These can be added separately where required.
How it runs
What a month looks like
Daily
01
Information gathered
We collect your income, expenses and other relevant information needed to prepare your personal tax return.
Weekly
02
Figures checked
We review the numbers and make sure relevant income and allowable expenses have been included correctly.
By the 3rd
03
Return prepared
Your Self Assessment return is prepared, checked and shared with you before submission.
By the 5th
04
Filed and explained
We file your return with HMRC and explain exactly what you owe, when it needs to be paid and what happens next.
No commitment. Bring your latest figures and we’ll tell you what it would cost.
Pricing
Fixed monthly fee. No hourly billing
Sole trader
$120 /mo
Freelancers earning under $90k annual turnover
Most chosen
Limited company
$240 /mo
Company directors with VAT and small payroll
Growing team
$480 /mo
Businesses with six to twenty-five people
Monthly bookkeeping
Included
Included
Included
Self assessment
1 return
2 returns
3 returns
Quarterly VAT returns
Not included
Included
Included
Payroll
Not included
Up to 5 people
Up to 25 people
Year end accounts
Not included
Included
Included
Ex VAT. Monthly rolling, fixed 12 months.
Catch-up work on overdue years quoted separately.
4.9
120+ Reviews
We started with bookkeeping and added payroll a year later. Same person, same price structure, no renegotiation.
Sana Ahmed
Founder, Field Studio. Client since 2022.0 grafts · Berlin
Questions
About this service
Anything else, ring Josh on 0117 496 0120 and you will get a straight answer.
Who needs a Self Assessment return?
Sole traders, company directors and people with additional taxable income may need to complete a Self Assessment return. We can help you work out what applies to you.
Can you include rental income?
Yes. Rental income and relevant expenses can be included when preparing your return.
What if I have missed the January deadline?
Get in touch as soon as possible. We can review what is outstanding and help you get the return submitted.
Can I send documents digitally?
Yes. We can work from digital records and documents, making the process easier and reducing unnecessary paperwork.
When should I start?
The earlier the better. Getting your information to us ahead of the deadline gives us time to review everything properly.
Next step
Thirty minutes, no sales pitch
Bring the question you have been avoiding. You will leave with a fixed price and a plain answer, whether or not you sign up.
Length
30 minutes
With
Priya or Josh
Where
Phone or Google Meet
Next opening
Thursday, 11:00