Personal Tax Return

£145.00 Fixed fee
£250.00 Fixed fee (joint income)

Where an individual has joint income (eg. a rental property) if both parties sign up at the same time they will pay the joint income fee as a total

Additional fees will be charged for share pool calculations (capital gains tax on share transactions) – and calculating pension clawback on taxpayers with income of £250,000 plus these will be advised before the work is undertaken. No accounts are produced figures are just input direct on to the Tax Return. Want a set of accounts? Ask for a quote.

  • Complete the below form with all relevant information.

  • We must check your identity for money laundering purposes. We will require photo evidence (passport or driving licence) and a recent utility bill with your name and address on it.

  • Will we send a letter of engagement to sign and authorisation to access your income record with HMRC (if you have a personal tax account / government gateway account)
  • Send all relevant documents to us (We can send you a proforma spreadsheet to complete freelance income and expenses or rental income).

  • Your Tax Return will be prepared, usually within 48 hours, for you to approve (you will be contacted within 24 hours if we require further information).

  • We will send you the Tax Return for approval together with our invoice. Once you are happy that the Return is complete & accurate and you have paid our invoice – we will file the Return with HMRC.

Do you have a tax reference number (UTR)? *
Income to report: *

More information:

Haven’t got a personal tax account? Visit Govt. Personal Tax Account Page to create one. It usually takes about 10 to 15 minutes and will provide you with plenty of useful information about your income and tax (including coding notices and what and when to pay).

You can also inform HMRC of changes to your personal details and income. When setup you are able to download and make use of the HMRC App.

Require an amendment to your Tax Return after it has been file? The first amendment is FOC. Any further amendments will incur a fee of £25.

Refer another taxpayer to us and receive a £15.00 discount on your next tax years fee (max. of two referrals).