Accountancy for Individuals
Personal Tax, Made Clear.
When your income comes from more than one place, your tax affairs can quickly become more complicated. Whether you have investments, rental income, capital gains, foreign income or several different sources of income, you need to know that everything has been dealt with correctly and nothing important has been overlooked.
By working this way, you’ll understand what needs to be declared, what tax you need to pay and when it’s due, with your tax position explained in plain English. And you’ll have the reassurance of knowing your return has been prepared correctly and submitted on time.
Clear advice with no unnecessary jargon.
Perhaps your circumstances have changed. You’ve started receiving rental income, sold an investment, inherited assets, started working for yourself or now have income coming from several different places.
You shouldn’t be burdened with trying to work out which sections of a tax return apply to you or worry about whether you’ve missed something.
You’ll know exactly where you stand, what you need to provide and what happens next, with anything complicated explained clearly.
Personal Tax Return Fees.
If your tax affairs are relatively straightforward, perhaps you have employment or pension income, bank interest and straightforward dividend income, you may simply want the reassurance of knowing everything has been dealt with properly.
We will make sure you know exactly how much tax you need to pay and when it’s due, without having to navigate Self Assessment yourself.
Your annual Self Assessment will be prepared and submitted on your behalf.
The result: your tax return sorted, your tax position clear and no last-minute uncertainty about whether you’ve missed something.
Personal Tax Return with Additional Income or Investments.
When you have income coming from different places, understanding what needs to go on your tax return can become far less straightforward.
This is likely to apply if you have rental property, an investment portfolio, broker tax packs, capital gains, trust income or other additional sources of income.
You’ll have all those different pieces brought together, with your overall tax position explained clearly so you understand what you owe and why.
The result: clarity and reassurance, even when your tax affairs aren’t straightforward.
More Complex Personal Tax Return
Foreign income, residence or non-residence considerations, multiple sources of income, or a combination of property, investments and capital gains can make your tax affairs considerably more complicated.
You shouldn’t have to work out how all those different elements fit together yourself.
You’ll have the reassurance that your circumstances have been properly considered, with your tax position explained clearly and anything you need to do brought to your attention.
We will make sure you know exactly how much tax you need to pay and when it’s due, without having to navigate Self Assessment yourself.
Your annual Self Assessment will be prepared and submitted on your behalf.
The result: confidence that your more complicated tax affairs have been dealt with properly, rather than simply entered into a form.
Already a business client?
If you’re a director of a limited company that’s already a client of Claudia Sheena Accountancy Services, your annual Personal Tax Return is included in your monthly fee, where required.
That means your standard Director’s Personal Tax Return is already taken care of as part of your ongoing package, with no separate tax return fee to pay.
Not sure if you need to complete a tax return?
You may not.
Rather than trying to work it out yourself, HMRC has an online tool that can help you check whether you need to send a Self Assessment tax return.
If HMRC confirms that you need to complete one and you’d like help getting it sorted, come back to us.
Know what you're paying before we start.
You will know what your tax return is going to cost before any work begins.
The prices above are starting prices because everyone’s tax affairs are different. Once we understand your circumstances, you’ll receive a fixed fee before we start.
If the information or records you provide require significant correction, investigation or additional work, we’ll discuss this with you first.
No unexpected bills, ever.