Real situations, real help
These are anonymised examples of the situations we help clients with every week. Every case is different, and we never promise a set outcome, but they show how a calm, expert hand makes tax simpler.
Several years behind on Self Assessment, and worried about penalties
A sole trader who had fallen several years behind on their tax returns came to us anxious about HMRC, and left with everything up to date and a system to keep it that way.
A landlord confused by the mortgage interest rules, worried they were overpaying
A buy to let landlord who did not understand how mortgage interest is now treated came to us concerned they were paying too much tax, and left with their return done correctly and properly explained.
A director with an overdrawn loan account, facing a possible tax charge
A director who had taken money out of their company and ended up overdrawn came to us worried about a tax charge, and left understanding section 455 with a clear repayment plan.
A subcontractor owed a CIS refund after tax deducted at source
A construction subcontractor who had tax deducted under CIS all year came to us unsure how to claim it back, and left having filed an accurate return that recovered the overpaid tax.
From scattered receipts to confident VAT returns
A VAT registered trading business with disorganised records was struggling to file quarterly returns, so we set up cloud bookkeeping and filed correctly under Making Tax Digital.
Catching up on payroll and getting back on schedule
A small employer had fallen behind on payroll and RTI submissions and was anxious about penalties, so we brought everything up to date and set up a dependable monthly run.
Making sense of taxi income from several apps
A taxi and private hire driver earning through several apps and a radio circuit was unsure how to report it all, so we gathered the statements, claimed mileage and filed the return.
Turning messy payouts into clear profit figures
An online seller with tangled PayPal and Stripe records and platform fees was unsure of the real profit, so we reconciled the payouts, captured the fees and produced clear figures.
A first year limited company that did not know what to file or when
A new company owner reached their first year end with no clear idea of what had to be filed, so we prepared everything, explained the figures and submitted ahead of the deadlines.
A sole trader and landlord getting ready for Making Tax Digital
A client with both self employment and rental income realised Making Tax Digital would apply to them, so we moved them onto compatible software and built a simple quarterly routine.
A freelancer who had been missing allowable expenses
A freelancer filing their own returns had been leaving out costs they were entitled to claim, so we reviewed what had been missed and put better records in place.
An ecommerce seller approaching the VAT threshold
An online seller watched their sales climb towards the registration threshold without knowing what to do, so we monitored the rolling total, explained the options and handled the registration when the time came.
A new director who did not know how to pay themselves
A newly formed company owner wanted to take money out correctly, so we set up a tax efficient salary and dividend approach with proper records.
A landlord who had not heard of the 60 day rule
A landlord sold a rental property without knowing about the 60 day capital gains reporting deadline, so we calculated the gain and reported it on time.
A tradesperson deciding whether to go limited
A self employed tradesperson with growing profits wondered whether to incorporate, so we compared the options and then set the company up correctly.
A restaurant that could not trust its own figures
A restaurant was struggling to reconcile cash and card takings, so we set up clean bookkeeping and reconciled the income so the figures could be trusted.
Ready to make tax simple?
Tell us what you need and we will come back with a clear fixed fee, with no obligation.