Our Process – How it Works
We’ve completed thousands of Tax Returns for UK sole traders and small businesses.
Our goal is simple:
To ensure you claim everything you’re entitled to and pay only the tax you legally owe — or receive the maximum rebate available.
And we make the whole process straightforward.
Step 1: Get in Touch
Start by completing our quick online contact form.(link)
We’ll send you the simple next steps and guide you through the easy sign-up process. No complicated paperwork. No lengthy forms
Step 2: Complete a Simple Year-End Summary
At the end of your accounting year, you’ll complete a short, guided questionnaire with headline income and expense figures.
Most clients complete this in around 20–30 minutes.
No accounting knowledge required. No spreadsheets needed.
Just clear, straightforward information — and we take it from there.
Step 3: We Handle the Technical Work
Once we receive your information, we:
• Review and refine your figures
• Identify allowable expenses you may have missed
• Structure everything in the most tax-efficient way
• Prepare your full set of Accounts
• Complete your Self Assessment Tax Return
If we need clarification, we’ll simply email or call you.
You won’t be left guessing — we guide you through everything.
Step 4: You Review & Approve
We send you your completed Accounts and Tax Return to review.
Nothing is submitted without your approval.
Once you’re happy, you electronically sign — and we submit everything to HMRC on your behalf.
Step 5: We Deal With HMRC
Because we’re authorised as your agent, we:
• Submit your return
• Handle HMRC correspondence
• Advise you how much tax to pay (or how much you’re due back)
• Arrange for rebates to be paid directly to your bank
• Monitor your Making Tax Digital (MTD) obligations
So you don’t have to worry about missing anything important.
Switching From Another Accountant?
It’s easier than you think.
Simply provide their details and we’ll handle professional clearance and collect everything required directly from them.
No awkward conversations. No hassle.
Fully Online, UK-Wide
Everything is handled securely online, so we work with clients across the UK.
We primarily communicate by email (quick and efficient), but if you’d prefer to speak, we’re always happy to arrange a call.