Tax

Clear, Compliant, and Under Control

Tax services help individuals and companies understand and meet their obligations to HM Revenue & Customs (HMRC).

We calculate tax liabilities, prepare and submit returns, explain payment deadlines, and provide practical tax planning. Our aim is to help you remain compliant, reduce the risk of penalties and interest, and claim the allowances and reliefs available to you.

Payroll and Workplace Pensions

Reliable payroll and workplace pension support to help employers meet their reporting and payment obligations.

Services may include:

  • Weekly, fortnightly or monthly payroll
  • Payslips and payroll summaries
  • PAYE and National Insurance calculations
  • Real Time Information submissions
  • Starters, leavers and statutory payments
  • Workplace pension administration and auto-enrolment support
  • Year-end payroll reporting

Construction Industry Scheme (CIS Return)

CIS support for contractors and subcontractors, including registration assistance, subcontractor verification, deduction calculations, monthly contractor returns, payment and deduction statements, and reconciliation of CIS records.

VAT Return

Professional VAT support for businesses of different sizes and reporting frequencies.

Support may include:

  • VAT registration and deregistration
  • VAT return preparation and submission
  • MTD-compatible record keeping
  • VAT scheme reviews
  • Transaction treatment and record corrections
  • Relevant HMRC correspondence

Making Tax Digital for Income Tax (MTD for ITSA)

Support for self-employed individuals and landlords who are required to maintain digital records and submit updates under Making Tax Digital for Income Tax.

Services may include:

  • Reviewing whether MTD applies to you
  • Selecting and setting up compatible software
  • Maintaining digital income and expense records
  • Preparing and submitting quarterly updates
  • Completing year-end adjustments and the annual tax return
  • Ongoing bookkeeping and software support

Your quotation will clearly state whether bookkeeping, quarterly updates and annual tax return preparation are included.

Personal Tax and Self Assessment

Professional Self Assessment support for individuals, sole traders, freelancers, landlords, company directors, and those with multiple or overseas income sources.

Income sources may include employment, self-employment, freelance work, partnerships, UK and overseas property, dividends, interest, pensions, capital gains, and foreign income.

Capital Gains Tax

Support with calculating and reporting gains or losses on the sale or transfer of personal and business assets.

We review acquisition and disposal records, allowable costs, available exemptions and reliefs, and applicable reporting requirements.

Business Income Tax

Tax compliance and planning for sole traders, partnerships, and other unincorporated businesses.

Tax computations and return support for sole traders, partnerships and other unincorporated businesses.

We review taxable profits, relevant adjustments, capital allowances, losses and available reliefs.

Corporation Tax

Corporation Tax support for limited companies, charities, clubs, co-operatives, community groups, and other organisations within the Corporation Tax regime.

Inheritance Tax

Tax review, calculations and planning relating to estates, lifetime gifts and relevant trust transactions.

The scope may include reviewing assets and gifts, considering exemptions and reliefs, and preparing agreed calculations or returns.

Benefits

Our tax services help you:

  • Understand what is due and when
  • Prepare accurate returns and supporting calculations
  • Meet filing and payment deadlines
  • Maintain appropriate digital records
  • Reduce the risk of errors, penalties, and interest
  • Claim eligible allowances and reliefs
  • Plan ahead with greater confidence
  • Save time and reduce administrative pressure
  • Communicate with HMRC more effectively

Fair and Flexible Pricing – Payroll and Workplace Pensions

Your fee is based on:

  • The number of employees
  • The payroll frequency
  • The number of starters and leavers
  • The complexity of pay, benefits, deductions, and statutory payments
  • Workplace pension and auto-enrolment requirements
  • The number of payroll changes during each period
  • The level of ongoing support required

This ensures your payroll service is tailored to your workforce and reporting requirements.

Fair and Flexible Pricing – Construction Industry Scheme

Your fee is based on:

  • Whether you are a contractor, subcontractor, or both
  • The number of subcontractors requiring verification
  • The volume of monthly CIS transactions
  • The complexity of CIS calculations and deductions
  • Whether registration or record correction is required
  • The level of ongoing reporting and support required

This ensures your service reflects the size and complexity of your CIS obligations.

Fair and Flexible Pricing – VAT

Your fee is based on:

  • The frequency of VAT returns
  • The volume of transactions
  • The VAT scheme used
  • The number of VAT rates and transaction types
  • Whether bookkeeping or record corrections are required
  • The complexity of UK, overseas, or partially exempt transactions
  • The level of HMRC support required

This ensures you receive the appropriate level of VAT support for your business.

Fair and Flexible Pricing – Making Tax Digital for Income Tax

Your fee is based on:

  • The number of businesses or rental properties
  • The volume of income and expense transactions
  • The quality and completeness of your digital records
  • Whether bookkeeping support is required
  • The number of quarterly updates required
  • Whether year-end reporting and a final tax return are included
  • The level of ongoing support required

This provides flexible support based on your actual MTD reporting obligations.

Fair and Flexible Pricing – Personal Tax and Self Assessment

Your fee is based on:

  • The number and type of income sources
  • Whether you have UK or overseas income
  • The availability and quality of your records
  • The number of allowable reliefs or claims
  • The complexity of your tax position
  • The level of advice and support required

This ensures you only pay for the work needed to prepare an accurate and compliant return.

Fair and Flexible Pricing – Capital Gains Tax

Your fee is based on:

  • The number and type of assets disposed of
  • The availability of purchase, improvement, and disposal records
  • The complexity of calculating gains or losses
  • The number of reliefs or exemptions to be considered
  • Whether valuations or specialist information are required
  • The urgency and level of tax planning required

This ensures your fee reflects the work needed to calculate and report your Capital Gains Tax position accurately.

Fair and Flexible Pricing – Business Income Tax

Your fee is based on:

  • The size and structure of the business
  • The volume and condition of the accounting records
  • The number of business activities or income sources
  • The complexity of tax adjustments
  • The allowances and reliefs to be considered
  • The level of tax planning required

This ensures your service reflects the work involved in calculating taxable profits and completing the required returns.

Fair and Flexible Pricing – Corporation Tax

Your fee is based on:

  • The size and activities of the organisation
  • The quality and complexity of the financial records
  • The complexity of the Corporation Tax computation
  • The number of accounting adjustments required
  • The allowances, losses, or reliefs to be considered
  • The level of tax planning and HMRC support required

This ensures your fee reflects the complexity of your organisation and its Corporation Tax obligations.

Fair and Flexible Pricing – Inheritance Tax

Your fee is based on:

  • The size and complexity of the estate
  • The number and type of assets, gifts, or trusts involved
  • The availability and quality of supporting records
  • The number of exemptions or reliefs to be considered
  • The returns and calculations required
  • The level of planning, correspondence, and ongoing support needed

This ensures the service is tailored to the estate or lifetime transfer concerned.

Important Notes

  • All fees exclude VAT
  • Accounting software subscriptions are not included
  • Applicable government and third-party charges are excluded
  • Additional services outside the agreed scope will be quoted separately
  • All services are subject to an agreed scope of engagement

Book a free, no-obligation consultation to receive a personalised quote or get a free quote. We’d love to hear from you.