Simple, transparent,
and built around you
Here's exactly what happens at every stage — what we do, what we need from you, and when. No surprises.
Becoming a Client
From your first enquiry to being set up and ready to go. Every client is different, so details vary.
Get in touch
Contact us by the website form, email or phone. We don't cold call.
Initial call with Andrew
We talk through your situation, what you need, and whether we're the right fit for each other.
Register and send ID
Complete the new client form and send the identification documents we are legally required to check.
Quote and engagement letter
We send a quote tailored to you, with an engagement letter setting out the work and the fee.
HMRC authorisation
Where needed, we apply to act as your agent. HMRC may send you a code by post, so pass it to us when it arrives.
You're all set
Once the engagement letter is signed and your documents are with us, Andrew gets to work and keeps you updated.
Self Assessment Tax Return
The same simple pattern every year. Your own timetable will depend on your circumstances.
We ask for your information
We tell you what we need. The Year End Form in the Client Portal collects it in one go.
You send your records
Send your income, expenses and any supporting documents, as complete and organised as you can.
We prepare your return
We prepare the return and the tax calculation, and come back to you with any questions.
You review and approve
Check the return, then sign the declaration to authorise us to file it.
We file and confirm
We submit to HMRC and send you the confirmation. Any tax due is paid by you directly to HMRC, and we confirm the amount and date.
Return complete
Your return is filed and we keep copies of everything. If HMRC contact you, forward it to us and we'll help.
VAT Returns
A regular cycle once you are set up. We confirm your dates and deadlines.
You send your records
Provide your sales, purchases and bank information for the period.
We prepare and review
We prepare your VAT calculation and send you a summary to check.
You approve
Confirm you are happy, and we proceed.
We submit to HMRC
We file using HMRC-approved software and send you the confirmation. VAT is paid by you directly to HMRC, and we confirm the due date.
Return complete
Your VAT return is filed and a copy is kept with your records.
Capital Gains Tax
Capital Gains Tax can have short reporting windows. The earlier you tell us, the better.
Contact us early
Ideally before a sale completes. We'll tell you what applies to your situation and what dates matter.
Send us the details
Purchase and sale information, costs and any relevant documents.
We prepare the calculation
We work out the gain and prepare any return and tax estimate.
You review and approve
Check the figures and sign the declaration.
We report to HMRC
We submit and send the confirmation. Any tax due is paid by you directly to HMRC.
Return complete
Your CGT is reported and a copy is kept with your records.
Frequently Asked Questions
Anything else on your mind? Get in touch and we'll be happy to help.
Ready to get started?
Get in touch today and Andrew will call you back to discuss your needs — no obligation, no jargon.
Get in Touch