We offer a full personal tax service to clients in Oxfordshire and nationally. This covers both completing your self-assessment tax return for past transactions and tax planning for the future. We offer competitive fixed fees for a good quality service.
We ensure you pay the right amount of tax and give you the peace of mind that everything has been taken care of on time in a professional manner.
Whilst we focus on landlords, we also act for a number of other clients including:
We offer a wide range of personal tax returns.More about our self assessment tax return service
Our comprehensive tax return service includes:
For those with more complex affairs, we also offer a full accounting service including the preparation of accounts and VAT returns as outlined in the business section.
Getting it right
We don’t just copy the figures you supply into a tax return and press send. We take time to understand your circumstances and check everything is complete, and you have not missed any claims. We will talk to you at least once a year about your return.
Acting as your agent with HMRC
We will represent you fully with HMRC. Not only will we will file your returns, we also deal with correspondence and ensure you are dealt with fairly.
Through a low cost insurance backed tax investigations service we can represent you if there is a tax investigation with no further fee.
We take on the burden of liaising with HMRC, which can be time-consuming and stressful for the unrepresented taxpayer.
This section outlines how we work with you.
The Free Consultation
This is a short conversation by phone usually lasting from 10-15 minutes for simple affairs, to half an hour or more if you have some issues to discuss. You will be given information about the service and the opportunity to ask questions. We will establish what sources of income you have, the complexity of your affairs and which forms are needed. At the end of the conversation a fixed fee will usually be offered to act as your agent for the tax year. We confirm all prices quoted via email to ensure there is no misunderstanding.
A list of the required information will be emailed to you following the initial call. Clients usually send the majority of the information to us via email or in the post, but we can use anything that is convenient for you. Due to the money laundering regulations, two forms of ID will also be requested for all new clients.
The return will be drafted from the information supplied, normally within 14-21 days. Once we have gone through it, James will usually contact you by phone to discuss your return in more detail and clarify any points outstanding. When the return is completed we will send you a copy together with any backing schedules for your approval. Our cover letter will include details of how to pay your tax bill, along with any constructive comments we may have discussed. We can issue you with either paper or electronic copies of all documents according to your preference.
When you have approved the return, it will be submitted by us direct to HMRC.
Well until next year! In the meantime, you will have access to a fully qualified Chartered Accountant for the duration of the tax year to assist with minor queries for no additional fee. Providing even our smallest tax return clients with access to on-going advice and support is an integral part of our service.
As well as completing your tax returns, we offer good quality advicefurther details of our planning services
our advice and planning services include:
Through careful planning we can ensure you arrange your affairs to minimise your future tax bills and fully understand the impact of any choices you have.
Filing tax returns is largely a historic exercise. If you involve us before undertaking transactions we can plan for the best tax result for you. Tax planning is an area where you will gain full advantage of our technical knowledge and experience.
If this sounds like the sort of service you need, we can work for you whether you are local to us in Oxfordshire (we are located in West Hanney, a village between Didcot, Wantage, Abingdon and Faringdon), or nationwide. All our services can be carried out without coming to visit us.
As a small firm we get to know you as an individual. This helps us to give appropriate advice specific for your circumstances, even for the smallest client.