Our Packages
We’ve worked hard to create packages which cover the requirements of anyone who completes a Self Assessment Return.
Simple to understand and tailored to your specific situation, you never pay for anything you don't really need.
All our packages can be paid in monthly instalments, spreading the cost over 12 months to help you easily budget your monthly outgoings.
| What's included? | Self Employed | Landlord / Buy to Let | Self Assessment, Other Income & Child Benefit | Capital Gains | Non Resident |
|---|---|---|---|---|---|
| Package fixed costs |
Fixed fee £200 plus VAT |
Fixed fee £150 plus VAT (1 property) |
From £99 plus VAT |
From £99 plus VAT | Contact us |
| Registering for Self Assessment with HMRC | Yes | Yes | Yes | Yes | Yes |
| Initial consultation - telephone or face to face | Yes | Yes | Yes | Yes | Yes |
| Provide and advise on appropriate bookkeeping systems | Yes | Yes | Yes | Yes | Yes |
| Preparation of annual accounts including Profit and loss reports | Yes | Yes | N/A | N/A | N/A |
| Preparation and submission of annual Self Assessment tax return including accompanying schedules | Yes | Yes | Yes | Yes | Yes |
| Obtain agent status on your Self Assessment tax account and liaise with HMRC on your behalf should the need arise | Yes | Yes | Yes | Yes | Yes |
| Unlimited contact with your specialist tax adviser via email or telephone | Yes | Yes | Yes | Yes | Yes |
| Additional properties | N/A | £50 plus VAT per annum | N/A | N/A | N/A |
| VAT registration and compliance | Contact us | N/A | N/A | N/A | N/A |
| Operating payroll | Contact us | N/A | N/A | N/A | N/A |
| Tax Investigations | Contact us | Contact us | Contact us | Contact us | Contact us |
Self Employed
| Fixed fee £200 plus VAT |
| What's included? | |||||
|---|---|---|---|---|---|
| Package fixed costs |
Fixed fee £200 plus VAT |
Fixed fee £150 plus VAT (1 property) |
From £99 plus VAT |
From £99 plus VAT | Contact us |
| Registering for Self Assessment with HMRC | Yes | Yes | Yes | Yes | Yes |
| Initial consultation - telephone or face to face | Yes | Yes | Yes | Yes | Yes |
| Provide and advise on appropriate bookkeeping systems | Yes | Yes | Yes | Yes | Yes |
| Preparation of annual accounts including Profit and loss reports | Yes | Yes | N/A | N/A | N/A |
| Preparation and submission of annual Self Assessment tax return including accompanying schedules | Yes | Yes | Yes | Yes | Yes |
| Obtain agent status on your Self Assessment tax account and liaise with HMRC on your behalf should the need arise | Yes | Yes | Yes | Yes | Yes |
| Unlimited contact with your specialist tax adviser via email or telephone | Yes | Yes | Yes | Yes | Yes |
| Additional properties | N/A | £50 plus VAT per annum | N/A | N/A | N/A |
| VAT registration and compliance | Contact us | N/A | N/A | N/A | N/A |
| Operating payroll | Contact us | N/A | N/A | N/A | N/A |
| Tax Investigations | Contact us | Contact us | Contact us | Contact us | Contact us |
Landlord / Buy to Let
| Fixed fee £150 plus VAT (1 property) |
| What's included? | |||||
|---|---|---|---|---|---|
| Package fixed costs |
Fixed fee £200 plus VAT |
Fixed fee £150 plus VAT (1 property) |
From £99 plus VAT |
From £99 plus VAT | Contact us |
| Registering for Self Assessment with HMRC | Yes | Yes | Yes | Yes | Yes |
| Initial consultation - telephone or face to face | Yes | Yes | Yes | Yes | Yes |
| Provide and advise on appropriate bookkeeping systems | Yes | Yes | Yes | Yes | Yes |
| Preparation of annual accounts including Profit and loss reports | Yes | Yes | N/A | N/A | N/A |
| Preparation and submission of annual Self Assessment tax return including accompanying schedules | Yes | Yes | Yes | Yes | Yes |
| Obtain agent status on your Self Assessment tax account and liaise with HMRC on your behalf should the need arise | Yes | Yes | Yes | Yes | Yes |
| Unlimited contact with your specialist tax adviser via email or telephone | Yes | Yes | Yes | Yes | Yes |
| Additional properties | N/A | £50 plus VAT per annum | N/A | N/A | N/A |
| VAT registration and compliance | Contact us | N/A | N/A | N/A | N/A |
| Operating payroll | Contact us | N/A | N/A | N/A | N/A |
| Tax Investigations | Contact us | Contact us | Contact us | Contact us | Contact us |
Self Assessment, Other Income & Child Benefit
| From £99 plus VAT |
| What's included? | |||||
|---|---|---|---|---|---|
| Package fixed costs |
Fixed fee £200 plus VAT |
Fixed fee £150 plus VAT (1 property) |
From £99 plus VAT |
From £99 plus VAT | Contact us |
| Registering for Self Assessment with HMRC | Yes | Yes | Yes | Yes | Yes |
| Initial consultation - telephone or face to face | Yes | Yes | Yes | Yes | Yes |
| Provide and advise on appropriate bookkeeping systems | Yes | Yes | Yes | Yes | Yes |
| Preparation of annual accounts including Profit and loss reports | Yes | Yes | N/A | N/A | N/A |
| Preparation and submission of annual Self Assessment tax return including accompanying schedules | Yes | Yes | Yes | Yes | Yes |
| Obtain agent status on your Self Assessment tax account and liaise with HMRC on your behalf should the need arise | Yes | Yes | Yes | Yes | Yes |
| Unlimited contact with your specialist tax adviser via email or telephone | Yes | Yes | Yes | Yes | Yes |
| Additional properties | N/A | £50 plus VAT per annum | N/A | N/A | N/A |
| VAT registration and compliance | Contact us | N/A | N/A | N/A | N/A |
| Operating payroll | Contact us | N/A | N/A | N/A | N/A |
| Tax Investigations | Contact us | Contact us | Contact us | Contact us | Contact us |
Capital Gains
| From £99 plus VAT |
| What's included? | |||||
|---|---|---|---|---|---|
| Package fixed costs |
Fixed fee £200 plus VAT |
Fixed fee £150 plus VAT (1 property) |
From £99 plus VAT |
From £99 plus VAT | Contact us |
| Registering for Self Assessment with HMRC | Yes | Yes | Yes | Yes | Yes |
| Initial consultation - telephone or face to face | Yes | Yes | Yes | Yes | Yes |
| Provide and advise on appropriate bookkeeping systems | Yes | Yes | Yes | Yes | Yes |
| Preparation of annual accounts including Profit and loss reports | Yes | Yes | N/A | N/A | N/A |
| Preparation and submission of annual Self Assessment tax return including accompanying schedules | Yes | Yes | Yes | Yes | Yes |
| Obtain agent status on your Self Assessment tax account and liaise with HMRC on your behalf should the need arise | Yes | Yes | Yes | Yes | Yes |
| Unlimited contact with your specialist tax adviser via email or telephone | Yes | Yes | Yes | Yes | Yes |
| Additional properties | N/A | £50 plus VAT per annum | N/A | N/A | N/A |
| VAT registration and compliance | Contact us | N/A | N/A | N/A | N/A |
| Operating payroll | Contact us | N/A | N/A | N/A | N/A |
| Tax Investigations | Contact us | Contact us | Contact us | Contact us | Contact us |
Non Resident
| What's included? | |||||
|---|---|---|---|---|---|
| Package fixed costs |
Fixed fee £200 plus VAT |
Fixed fee £150 plus VAT (1 property) |
From £99 plus VAT |
From £99 plus VAT | Contact us |
| Registering for Self Assessment with HMRC | Yes | Yes | Yes | Yes | Yes |
| Initial consultation - telephone or face to face | Yes | Yes | Yes | Yes | Yes |
| Provide and advise on appropriate bookkeeping systems | Yes | Yes | Yes | Yes | Yes |
| Preparation of annual accounts including Profit and loss reports | Yes | Yes | N/A | N/A | N/A |
| Preparation and submission of annual Self Assessment tax return including accompanying schedules | Yes | Yes | Yes | Yes | Yes |
| Obtain agent status on your Self Assessment tax account and liaise with HMRC on your behalf should the need arise | Yes | Yes | Yes | Yes | Yes |
| Unlimited contact with your specialist tax adviser via email or telephone | Yes | Yes | Yes | Yes | Yes |
| Additional properties | N/A | £50 plus VAT per annum | N/A | N/A | N/A |
| VAT registration and compliance | Contact us | N/A | N/A | N/A | N/A |
| Operating payroll | Contact us | N/A | N/A | N/A | N/A |
| Tax Investigations | Contact us | Contact us | Contact us | Contact us | Contact us |
Chosen your Package? Got any queries? Get in touch today and let our expert Team guide you every step of the way.
