Complex Affairs & Bookkeeping Package

For clients with more complex tax affairs who need accounts preparation and bookkeeping support, in addition to their tax return and year-round advice.

From £695 / year

What’s Included

This is a fully customised package. Pricing starts from £695 per year depending on the level of bookkeeping and complexity involved.

  • ✓ Full bookkeeping service (you provide invoices and receipts)
  • ✓ Preparation of accounts and Self Assessment tax return
  • ✓ Detailed tax computations and planning schedules
  • ✓ Year-round support for tax and business queries
  • ✓ Maximisation of allowances and reliefs
  • ✓ Handling of HMRC correspondence
  • ✓ Online submission to HMRC
  • ✓ What-if tax planning computations
  • ✓ Power of Attorney available for HMRC matters
  • ✓ Monthly client newsletter with tax updates

All fees are fully tax-deductible as a business expense.

Who This Package Is For

This package is designed for clients with more complex tax affairs who want a higher level of support, including bookkeeping.

  • ✓ You have multiple properties or income sources
  • ✓ You want bookkeeping included (you provide the source documents)
  • ✓ You prefer a more hands-off service
  • ✓ You value proactive tax planning and advice
  • ✓ You want one point of contact to handle everything

Key Benefits of This Package

Bookkeeping Included

I handle your bookkeeping from the invoices and receipts you provide.

Full Accounts & Tax Return

I prepare both your accounts and Self Assessment tax return each year.

Hands-Off Service

Ideal if you want me to manage as much as possible on your behalf.

Proactive Tax Planning

You receive what-if scenarios and planning advice to help you make better decisions.

HMRC Correspondence Handled

I deal with HMRC on your behalf, including correspondence and queries.

Power of Attorney Available

I can act on your behalf with HMRC if you choose to grant Power of Attorney.

How It Works

1

Book a Free Consultation

We’ll discuss your situation and I’ll provide a tailored quote based on your needs.

2

Send Me Your Documents

You provide invoices, receipts, and any other records through my secure portal.

3

I Handle Bookkeeping & Accounts

I complete your bookkeeping and prepare your accounts and tax return.

4

Ongoing Support & Planning

I provide year-round support, handle HMRC matters, and help with tax planning.

What My Clients Say

“James just made everything easier. Nothing’s a hassle and the support throughout the year is superb. Would highly recommend!”

Matthew Child

London

“I have no hesitation in hiring James as my accountant. He gives me confidence in dealing with financial affairs.”

Brendan Quinn

London

Frequently Asked Questions

How is pricing determined for this package?

Pricing starts from £695 per year and is based on the complexity of your affairs and the level of bookkeeping required. I provide a tailored quote after our initial consultation.

Do I need to provide all my invoices and receipts?

Yes. You send me your source documents, and I complete the bookkeeping and prepare your accounts from there.

Can you act on my behalf with HMRC?

Yes. I can act under Power of Attorney if you choose to grant it, making it easier to handle HMRC matters.

Is this package suitable if I have multiple properties?

Yes. This package is specifically designed for clients with more complex affairs, including multiple rental properties.

Are the fees tax deductible?

Yes. Accountancy and bookkeeping fees are fully tax-deductible as a business expense.

Need Help with Complex Tax Affairs?

Book your free consultation and let me take care of your bookkeeping, accounts, and tax.

Book Your Free Consultation