01235 867519

contact@JamesESmith.co.uk

Self Assessment Tax Returns, Oxfordshire

Need help with your self assessment tax return?

*please note we are not taking on any new self assessment tax returns for the January 2019 deadlines*

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:

  • Sole traders
  • Freelances
  • Higher rate tax payers
  • Pensioners with multiple incomes
  • Academics with royalties
  • Share and investment incomes
  • Capital gains tax issues

Self Assessment Tax Returns

Self assessment tax returns

We offer a wide range of personal tax returns.

More about our self assessment tax return service

Our comprehensive tax return service includes:

  • Free consultation with no obligation
  • Fixed fees agreed in advance
  • Help with record keeping
  • Good quality advice
  • Explanations of the tax due/refunded
  • Acting as your agent with HMRC for the year

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.

further details of our processes

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.

The Information

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

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.

The Filing

When you have approved the return, it will be submitted by us direct to HMRC.

The End?

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.

Tax planning and other services

As well as completing your tax returns, we offer good quality advice

further details of our planning services

our advice and planning services include:

  • Capital gains tax planning
  • Inheritance tax planning
  • Advice for landlords [link]
  • Tax investigations and disputes with HMRC
  • Declaring unpaid taxes

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.

There are further details about us here, our services, and our fees.

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.