Self-Assessment Pricing

• Price: £150 

• Best For: The highly organised client who has completed their own bookkeeping and wants an expert review and submission for peace of mind.

• What's Included:

  • ➡️ You Provide: A complete digital summary of your income and expenses (from your own software or a clean spreadsheet).

  • ✅ We Do: Review your summary for obvious errors, complete the standard Self-Assessment form (SA100) and self-employment page (SA103), and file it with HMRC.

  • Complexity: Up to 1 employment and a simple sole trader business.

• Price: £375 

• Best For: Clients with more complex financial situations, such as landlords, investors, or those with multiple income streams.

• What's Included:

  • ➡️ You Provide: Organised digital records for all income sources.

  • ✅ We Do: Everything in the "Digital Standard" plan, PLUS the completion of one of the following complex additional pages:

    • UK Property Income (SA105) for landlords.

    • Capital Gains (SA108) for investors.

    • Foreign Income (SA106).

  • Complexity: Also covers higher transaction volumes (up to 100/month) or 3+ employments.

• Price: £199

• Perfect For: UK construction subcontractors registered under the CIS scheme with simple expenses like mileage, tools, and phone usage.

• ✅ Income Collation: We'll gather all your income and tax deducted from your CIS statements.

• ✅ Expense Calculation: We'll calculate your mileage allowance and add all other simple business expenses to maximise your refund.

• ✅ Tax Return Preparation: We will prepare and complete your full Self-Assessment tax return.

• ✅ HMRC Filing: We'll file the completed return directly with HMRC on your behalf.

• ✅ Refund Calculation: We'll provide you with a clear summary showing the exact tax refund you're due.

• ✅ Support: You'll have email support for any questions during the process.

• Price: £249

• Best For: The typical freelancer or sole trader who keeps digital records but needs their bookkeeping and tax return completed from scratch.

• What's Included:

  • ➡️ You Provide: Digital records (e.g., PDF bank statements, a list of expenses).

  • ✅ We Do: Full bookkeeping from your digital records, preparation and filing of your Self-Assessment, and calculation of your tax liability.

  • Complexity: Up to 2 employments, a standard sole trader business (up to 50 transactions/month).

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• Price: From £499

• Best For: The client with disorganised, paper-based records (the classic "shoebox") who needs a full service from start to finish.

• What's Included:

  • ➡️ You Provide: Your paper bank statements, receipts, and invoices.

  • ✅ We Do: Manual data entry of all your paper records, full bookkeeping and reconciliation, and preparation and filing of a complex return (including features from the "Plus Complexity" plan).

  • Note: The "From" price covers a standard level of paperwork. The final price will be confirmed once we see the volume of records.

• Price: £229 + VAT

• Perfect For: Self-employed taxi or private hire drivers as well as Delivery drivers

• What's Included:

  • ✅ Income Summary: We'll process the annual income summary from your driving platform or logbook.

  • ✅ Vehicle Expense Calculation

  • ✅ Other Expenses: We'll include other common expenses like mobile phone costs and licensing fees.

  • ✅ HMRC Filing: We'll prepare and file your full Self-Assessment tax return.

  • ✅ Tax Summary: You'll get a clear calculation of your tax liability or refund.