Packages · Per month · fixed · accounts, tax return, advice
Sole trader package
Year-end accounts, your self-assessment return filed, a dedicated accountant you can ring, and clear notes on what you owe and when. The package most of our clients start on.
What happens
- 1Free consultation, in the office or on video
- 2Fixed monthly fee agreed in writing
- 3Send records monthly, by app, email or a shoebox
- 4Return filed well before 31 January, liabilities explained
Questions people ask
What is included?
Year-end accounts, self-assessment return, tax computation, unlimited phone and email advice and a review of your records. Bookkeeping, VAT and payroll are add-ons.
Can I pay annually?
Yes, with a small discount. Most people prefer the monthly direct debit.
Third year with Fiona's office. Return filed in October, not January, and the monthly fee is less than I used to pay for a panicked December.