Fixed-Fee Tax & Accounting packages
A Choice of Two Customisable packages
An Easy Choice
- Pick the base package
- Choose any extras from the list below, or contact me if you have special requirements
Tax Return
If you need help filing your personal tax return. You might need to report extra income, such as from investments, or to claim work-related expenses.
£
185
/Year
-
Support during the year, answering general tax queries
-
Maximising your allowances, so you pay the correct amount of tax
-
Explaining return requirements and assisting with obtaining information
-
My monthly client newsletter
-
Preparation and agreement of the tax return
-
Providing detailed tax computations and planning schedules
-
Online submission to HMRC, digital signatures are available
-
Agreeing the return with HMRC
-
Dealing with HMRC correspondence during the year
-
Issuing reminders for upcoming deadlines
-
Checking tax codes are correct
Return & Accounts
For the self-employed or rental income: If you manage your own accounting records and need accounts prepared, I can help. (You can also add bookkeeping services if needed.)
£
347
/Year
-
Support during the year, answering general tax and business queries
-
Maximising your allowances, so you pay the correct amount of tax
-
Explaining return requirements and assisting with obtaining information
-
My monthly client newsletter
-
Preparation and agreement of the tax return and accounts
-
Providing detailed tax computations and planning schedules
-
Online submission to HMRC, digital signatures are available
-
Agreeing the return with HMRC
-
Dealing with HMRC correspondence during the year
-
Issuing reminders for upcoming deadlines
-
Preparation of what if? tax computations for future plans
-
Checking tax codes are correct
-
Preparation of the accounts from summaries provided from your own records, such as via spreadsheets
-
Accountancy fees are a deductible business expense for the self-employed and against rental income. You may receive tax relief equivalent to a 20% or 40% discount on the fee
Deductible
Additional Add-On Options
There are several additional options available to customise the two main fixed-fee packages:
- Complex Affairs POA - If you have complex tax affairs, multiple income sources, and/or require bookkeeping. Support for multiple sources of income, such as several rental properties or both self-employment and rental income. Provision of bookkeeping if required - preparation of the records and accounts from the source documents of invoices and receipts.
- Capital Gains Tax Return £300 – Calculation of the capital gain and estimation of the tax liability. To declare the gain on the disposal of a rental property to HMRC within 60 days of sale.
- Additional Rental Property £100 – The Return and Accounts Package includes one rental property or self-employment source. This charge is per additional rental property to add to the package.
- MTD Quarterly Return £35 – Making Tax Digital for Income Tax is introduced from 2026 or 2027. Per quarterly submission to check and submit this to HMRC on your behalf. I will provide a MTD compatible spreadsheet for you to keep the digital bookkeeping records.
easy to understand pricing
Fixed Fees
As an experienced tax professional, I understand that fees can be a major concern for many individuals.
That’s why I operate with a fixed fee
structure – one fee covers the return, accounts, as well as support throughout the year.
Several Years Behind?
Discounts are available
Discounts are usually available in cases where we are completing multiple years together.
I have helped people who has fallen behind to bring their tax affairs up to date in a short amount of time.
Paying Fees
Easy Payment Options
Payment is normally made by bank transfer. You can also pay online securely by card or PayPal if you prefer just by clicking on a secure link from the invoice.
Fees increase by an amount in line with inflation each tax year. I aim to minimise this where possible.
Contact me to find out more about the options available
There is no charge for the initial consultation
