Start with your circumstances
Tell us whether you need a company tax return, personal Self Assessment support or both. We establish the relevant period, income sources and information available before agreeing the work. Complex or unusual transactions may need a separate review.
Prepare, explain and review
We work through the records and supporting information, raise questions where needed and explain the proposed return before approval. The engagement sets out who prepares, reviews and submits each item and what information you need to provide.
Plan the information flow
A smooth process starts with accurate records and time to resolve questions. Mention incomplete records, previous correspondence or a forthcoming transaction in the initial discussion. This page describes our service; advice about tax treatment is provided within an agreed engagement based on your circumstances.