Tax Returns
A tax return service that works all year, not just in January.
Most firms take your papers once a year and hand back a number you cannot change. We work differently: we stay close to your position throughout the year, so nothing about your tax bill is ever a surprise.
Why we are different
The once-a-year model is broken.
Handing everything over in January means your return is a post-mortem: it tells you what you owe after every chance to do something about it has passed. We move the work forward into the year, where it can still change the outcome.
Live information, not a shoebox
You share your income and activity as it happens through the year, rather than reconstructing it from memory the following January.
Estimates as you go
We prepare running tax estimates through the year, so you always know roughly where you stand, long before the bill is due.
No January surprises
Because the work is done as the year unfolds, the final return confirms a number you already knew, rather than delivering a shock.
What you get
Included in the service.
Tax estimates throughout the year
As you send us live information, we prepare updated estimates of your tax position, so you can see it building rather than discovering it at the end.
Clear payment information
We tell you what to pay and when, in plain figures: balancing payments, payments on account and the dates they fall due, with no ambiguity.
Proactive relief planning
Through the year we flag reliefs worth considering while there is still time to act on them, such as pension contributions and tax-efficient investment reliefs like EIS and SEIS, alongside other planning relevant to your circumstances.
Our annual tax guide
Each year you receive our tax guide, setting out the important changes and the things worth considering, written in the same plain English as everything else we do.
Preparation and filing
We prepare and file your Self Assessment return, confirming the position you have already seen building through the year.
Who it suits
Built for people with more than one moving part.
The proactive model earns its keep when your tax position is not simple: multiple income sources, investments, cross-border elements, or reliefs worth planning for. If your affairs are genuinely straightforward, we will tell you honestly that a standard service may serve you just as well.
We set you up
A short onboarding call to understand your income, your goals and how you would like to share information with us.
You keep us posted
You send us information as things happen. We keep your estimate current and flag anything worth acting on.
We file, with no drama
When the year closes, the return simply confirms what you already knew, and you pay a figure you have seen coming.
Stop dreading January.
Ex-HMRC Chartered Tax Advisers, keeping your tax position clear all year round. Become a client →
Get started
Ready for a tax return service that keeps you informed?
Tell us a little about your situation and we will explain how the service would work for you.
Become a client