Personal and partnership tax returns

Our personal and partnership tax return service is designed to assist private clients to file a complete and accurate tax return before the filing deadline.

To collect the information we need to prepare a client’s tax return, we will send an email with a checklist of what we need. Once we have the documents required, we load the necessary data into our tax return preparation software, including trading or lettings accounts, as appropriate.

Our tax return software produces a client’s tax return along with a computation of his or her tax liability. We then review the return critically to identify anything that might trigger an HMRC enquiry and make any supplementary disclosures, as necessary. We also review each client’s payments on account position, making claims to reduce, if necessary and warranted.

Once a client has sent us his or her signed authorisation by email, we file the tax return online with HMRC.

If HMRC subsequently enquire into a client’s tax return, we will deal on our client’s behalf directly with them. To reduce exposure to significant professional fees necessarily incurred to deal with a tax enquiry, we offer professional fee protection insurance.