Personal tax, done properly
We prepare, check and file your personal tax affairs so you pay the right amount, on time, with no surprises.
Who it’s for
- Employees and pensioners
- Self-employed and sole traders
- Landlords
- Company directors and higher earners
- Anyone with untaxed or foreign income
Our personal tax services
Self Assessment tax return
We register you with HMRC if needed, prepare and file your return, calculate the tax due and explain payments on account.
Self-employed, landlords, company directors, higher earners, anyone with untaxed income
Making Tax Digital (MTD) for Income Tax
We check whether you’re in scope, set up compatible software, and file your quarterly updates and final declaration.
Sole traders and landlords with qualifying income over £50,000 (from April 2026) and over £30,000 (from April 2027)
Tax code check
We review your PAYE tax code and ask HMRC to correct it if it’s wrong.
Employees and pensioners, especially with more than one job or pension
Tax refund claim
We find any tax you’ve overpaid and claim it back from HMRC.
Employees with work expenses, uniform or mileage costs, or a job that ended mid-year
Rental income
We calculate your rental profit, allowable expenses and finance-cost relief.
Landlords, including accidental and first-time landlords
Capital Gains Tax
We calculate gains on property, shares or crypto, and file the 60-day property return where it’s needed.
Anyone selling a second home, rental property or investments
Foreign income
We report your overseas income and claim relief for foreign tax you’ve already paid.
UK residents with income or property abroad
HMRC correspondence
We act as your authorised agent and respond to HMRC letters, penalties and enquiries for you.
Anyone who has received a letter, penalty or compliance check from HMRC
How to get started
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Email us, or call for a free 15-minute introductory chat.
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Get a fixed-fee quote and a written engagement letter.
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Complete our identity checks, as required by our anti-money laundering supervision.
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Send your documents securely, and we take it from there.
All work is quoted as a fixed fee in advance, so you know the cost before we begin. You also get a single point of contact throughout.
What to bring
- Photo ID and proof of address
- National Insurance number and UTR, if you have one
- P60, P45 or recent payslips
- Benefit award letters and Child Benefit reference, where relevant
- Bank statements and records of income and expenses, if you’re self-employed or a landlord
- Any letters from HMRC or the DWP
Other services for individuals and families
Let’s get your tax right
We work with employees, the self-employed, landlords, new parents and families across Surrey and London, in person or fully online.
This page is general guidance, not personal tax or benefits advice. Rules and thresholds can change, so talk to us about your situation.