We can tailor an individual service to suit your requirements. However, the key elements are detailed below:

1. One-off Self Assessment Return Completion - upon provision of all relevant financial information, direct discussions with you and final approval, a completed self assessment return will be submitted to HMRC on your behalf. In addition, we will brief you on the completed sections. You will remain the principal contact with HMRC for any self assessment queries, and be responsible for ensuring any tax payable or refunds are made on time.

2. Full Agency Service - in addition to completing and submitting your tax return; upon your authorisation, we will be your appointed HMRC Self Assessment Agent. We will become the principal contact for any HMRC self assessment related queries, and manage your payment and submission diary to ensure all payments are made on time and refunds credited.

3. PAYE Coding Notice - employees are responsible for reviewing the accuracy of their individual PAYE Tax Codes. An inaccurate tax code may result in an under or over payment of tax. We can review your tax code to ensure accuracy.

In addition to the above, we can discuss other elements of your personal taxation position including Family Tax Credit and Working Tax Credit.