Self-assessment tax returns. Filed on time. Every time.
Personal tax returns for directors, contractors, landlords, and sole traders.
31 January is the deadline that breaks most accountancy firms. It does not break ours. Through Compliance Vault™, your records are kept year-round and your return is prepared months before the deadline — not the night before.
Is this for you?
- Limited company directors with dividends or untaxed income
- Contractors operating through a PSC
- Landlords with UK rental income above £1,000/year
- Sole traders and partnerships
- High earners (over £150k) and anyone with capital gains
- Anyone HMRC has issued a notice to file
What's included.
Full return preparation
Income, dividends, property, capital gains, foreign income — all captured.
Tax computation
Liability calculated and reviewed before filing — no January surprises.
HMRC submission
Filed electronically to HMRC. Confirmation reference issued to you.
Payment-on-account guidance
Forecasted in advance so the July 31 payment doesn't blindside you.
Capital gains reporting
Property and asset disposals reported correctly with the right reliefs.
Foreign income & residence
Where applicable, foreign income, double-tax relief, and residence status handled.
The system that turns this service into a year-round process.
Evidence Pack captures dividend vouchers, rental records, CGT computations, and supporting docs throughout the year. Deadline Lock tracks 31 January (online) and 31 July (payment on account). Portfolio Reporting Pack forecasts the tax liability monthly.
Read more about Compliance Vault™Documented in your engagement letter. Reviewed annually.
- WhatsApp typically under 30 min
- Email within 1 working day
- Monthly close by the 7th
- Phone manned reception, typically within 10 min
Three steps. No back-and-forth.
Step 01: 20-minute discovery call
We confirm fit and walk through how this service would work for your business.
Step 02: Engagement and onboarding
Engagement letter, Direct Debit, and Compliance Vault™ setup — typically within 24 hours.
Step 03: Year-round delivery
Monthly numbers, tracked deadlines, advisory raised — and an Annual Compliance Review every 12 months.
From £150/month bundled. One-off returns available on a fixed fee.
A specific fee is agreed in writing after your 20-minute discovery call. No hourly billing. No surprise charges. No add-on tiers.
What you get from us that you don't get elsewhere.
Filed in October, not January
Most client returns are prepared and reviewed by October. January is for HMRC, not panic.
Forecasted, not surprised
Your tax liability is visible monthly. You know what you owe before HMRC tells you.
Specialist depth
Section 24, MTD for landlords, IR35 for contractors, R&D salaries for directors — handled with proper expertise.
One conversation, one return
Named accountant. No pool model. Your situation in continuity.
Self-assessment tax returns. Filed on time. Every time — common questions.
When is self-assessment due?
Online returns: 31 January following the end of the tax year. Paper returns: 31 October. Payment-on-account: 31 January and 31 July. We file most clients well before the deadline through Compliance Vault™.
How much does a self-assessment tax return cost?
Bundled monthly fees start at £150/month, which includes year-round bookkeeping, Compliance Vault™, and self-assessment filing. One-off self-assessment-only engagements are quoted on a fixed fee after the discovery call — typically £350–£800 depending on complexity.
Do I need to file if I'm only a director with dividends?
Yes, if your dividend income exceeds the dividend allowance or if HMRC has issued you a notice to file. Most director-shareholders file annually. We'll confirm your specific obligation on the discovery call.
What is MTD Income Tax and does it affect me?
Making Tax Digital for Income Tax goes live April 2026 for landlords and sole traders with gross income above £50,000 (£30,000 from April 2027). You'll need to keep digital records and submit quarterly updates. We're already preparing affected clients — see our MTD page.
What happens if I miss the deadline?
£100 automatic late filing penalty, rising to £900+ at 12 months, plus 5% surcharges on unpaid tax. Get in touch immediately if you've missed it — we can still file and minimise the damage. This is a Signal #1 situation.
Often handled together.
Book a 20-minute call.
We'll confirm whether we're a fit, and if we are, we'll tell you exactly what self assessment would look like for your business.