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Sole Trader.

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One Off Service

Self Assessment

From £350 + VAT

Our Self Assessment service is tailored to reflect the complexity of your individual tax position. Whether you have one income source or multiple streams, we ensure your return is prepared accurately, efficiently, and fully compliant with HMRC requirements.

Fees for a standard Self Assessment including sole trader and employment income start from £350 + VAT. Where additional income streams need to be declared, fees will be adjusted to reflect the additional work involved.

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Sole trader income

Employment income

Rental income

Dividend income

Savings & investment income

Capital gains

Other income

Retainer
Packages.

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BRONZE

Making Tax Digital

£85 +VAT

A strong foundation for sole traders who want to stay fully compliant under Making Tax Digital, with their records kept organised and up to date. Quarterly submissions and annual compliance are taken care of, alongside structured bookkeeping support. ensuring everything runs smoothly and accurately throughout the year.

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Quarterly Self Assessment T ax Return (MTD)

Quarterly Bookkeeping

Quarterly Financial Review

Strategic T ax Planning

Quaterly VAT Return

Monthly Payroll & Pension (up to 3 employees)

Accounting Subscription Cost

Fee Protection

Silver

Package Tier Two

£140 +VAT

A refined foundation for sole traders who want their finances handled with care and precision. With quarterly bookkeeping, financial reviews, and ongoing strategic tax planning, you’ll always have a clear view of your tax position, no surprises, just control.

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Quarterly Self Assessment T ax Return (MTD)

Quarterly Bookkeeping

Quarterly Financial Review

Strategic Tax Planning

Quarterly VAT Return

Monthly Payroll & Pension (up to 3 employees)

Accounting Subscription Cost

Fee protection

GOLD

Package Tier Three

£160 +VAT

Everything in Bronze, plus enhanced quarterly support and proactive guidance. Designed for sole traders who want more visibility, better planning, and structured financial support throughout the year.

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Quarterly Self Assessment Tax Return (MTD)

Quarterly Bookkeeping

Quarterly Financial Review

Strategic Tax Planning

Quaterly VAT Return

Monthly Payroll & Pension (up to 3 employees)

Accounting Subscription Cost

Fee Protection

ADD ON

Fee Protection

£60 +VAT

Our fee protection service is designed to give you complete peace of mind. In the event of an HMRC enquiry or investigation, we’ll handle everything on your behalf, without you needing to worry about unexpected accountancy fees. It’s a simple, cost-effective way to stay protected, supported, and fully in control.

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Full cover for our professional fees in the event of an HMRC investigation

Protection against unexpected accountancy costs during compliance checks

Covers enquiries into Income Tax, VAT, PAYE and Corporation Tax

Priority support and handling of all HMRC correspondence

Option to spread the cost via your monthly direct debit

Our Terms

Retainer Packages. The Small Print.

All packages are subject to a minimum 6-month agreement

All packages can be paid; Monthly, Quarterly (5% off), upfront or Annually (15% off)

Should you want to leave us we require a 31 day written notice period.

 

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