Managing a tax return can seem daunting, even to those with years of experience completing them, especially if you have income from multiple sources.
We make the Self Assessment tax return process simple, ensuring your tax affairs are accurate, compliant and as efficient as possible.
Our experienced team supports individuals across Bath, Bristol, London, Taunton and Yeovil with all aspects of Self Assessment.
From landlords and high earners to directors, pensioners and those living abroad, we provide clear, practical advice tailored to your circumstances.
Who needs to file a Self Assessment tax return?
You may need to complete a return if you:
- Are self-employed or in a partnership
- Receive rental income as a landlord
- Are a company director or high earner
- Live abroad but have UK income
- Have pension, investment or dividend income that isn’t taxed at source
If you are unsure, it is best to seek professional advice to ensure that you have time to register for Self Assessment and complete a tax return.
How we can help you with Self Assessment
We take the stress out of the process by:
- Preparing and filing your Self Assessment tax return on your behalf
- Calculating your tax bill accurately and on time
- Identifying opportunities to reduce your liabilities
- Dealing directly with HMRC so you don’t have to
- Keeping you fully informed at every stage
Looking ahead: Making Tax Digital for Income Tax
Self Assessment is changing and under Making Tax Digital for Income Tax, many taxpayers are required to keep digital records and submit quarterly updates to HMRC.
Our team can help you prepare now, ensuring a smooth transition and continued compliance.
