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The front of the office, with an oak door and a birch tree

Tax returns and planning

Self Assessment, corporation tax and VAT, filed early, checked twice and explained in plain words.

No surprises in January

A tax bill should never be a surprise. We work out yours in the autumn, from your accounts, and tell you the figure and the date it is due.

Where the law allows a smaller bill, we plan for it before the year ends: pension contributions, the timing of large purchases, how a director takes their pay.

Every return is prepared by your accountant and checked by a partner before it reaches HMRC.

A page of an account book with a month of entries and a total

The tax year, at a glance

6 April

The new tax year begins

We send you a list of the records we will need for the year just closed.

31 July

Second payment on account

We remind you of the amount a month ahead, so it never comes as a shock.

31 October

Our own deadline

Your return is finished and agreed with you, three months before HMRC needs it.

31 January

Return and balancing payment

The online filing deadline and the day the tax is due. Yours was filed in November.

Good to know

Do I need to file a Self Assessment return?

If you are self-employed, a landlord, a company director or earn over £150,000, almost certainly. We will tell you at the first meeting.

Can you deal with HMRC for me?

Yes. Once you sign our authority form, letters and calls from HMRC come to us.

What if I have missed a deadline?

Talk to us straight away. Most penalties can be limited, and some can be appealed.

Shall we look at your books?

A first meeting is free, takes an hour and commits you to nothing.