As we have been working within the tax planning industry for many years we understand all the ins and outs, so you don’t have to. We work alongside all our clients to ensure that the tax planning strategies we create protect all their current assets, improve cashflow and secure their wealth for the future.
Finding a personal tax accountant that you feel confident in discussing your finances with can be difficult, that’s why we pride ourselves on offering a friendly and professional service to all our clients. We build long-standing relationships, ensuring that we offer only the most quality advice for our client’s tax situations in both the short and long term.
Pricing
Our Self Assessment service starts from £195 plus VAT for a straightforward tax return, where income is reported on the main pages of the return.
If you are a sole trader, we offer a one-off Making Tax Digital set-up service from £150 plus VAT We also offer a priority filing service for an additional £50 plus VAT.
Our Self Assessment filing service is available to anyone who needs to complete a tax return. You do not need to have an ongoing subscription with us.
Let’s Get Started with your Self Assessment
You can complete our Self Assessment Tax Return form online. Once submitted, we will review your information and confirm the next steps.
Please click “Get Started” to begin the process by completing the online form. By submitting this questionnaire, you will provide the information required for our dedicated Tax Team to contact you with a final quote for preparing and filing your tax return.
The areas our personal tax accountants advise in
As tax can be such a complex area it is important to find a qualified and experienced professional that understands the complexities of the industry.
At Chart Accountancy, we have a team of personal tax accountants that assist in the following areas:
- Income tax
- Land and property income tax
- Capital Gains Tax
- Non-domicile and taxation
- Changes in residency and taxation
We also offer advanced tax services for those occasions where an expert tax consultant is required, some examples of these cases include:
- Estates
- Trusts
- Strategic tax planning
- Non-resident landlord scheme
- HMRC tax enquiries
Each personal tax client is different, which is why we spend a lot of time with our clients at the beginning of working together. We need to fully understand their financial situation and what their aims are for the future so we can offer the best advice possible.
All our clients benefit from an extensive review of their personal tax situation, with our specialists basing current and future advice on this review. Our personalised approach means that our clients benefit from having a team of specialist personal tax accountants on hand to help them every step of the way, whatever issues they may be facing.
We also aim to keep it as simple as possible, so you don’t need to worry about having complex jargon or industry phrases thrown at you. Our team will ensure that you fully understand the entire process and how you will benefit by implementing our advice.
Common services that our personal tax accountant team provide
Some of the most common services that our personal tax team provide to our clients include:
Tax Planning
If you require advice on tax planning, the team at Chart Accountancy are specialists in offering you expert tax solutions to achieve your long-term financial goals. We can liaise with HMRC on your behalf for all compliance matters.
Individuals
Many of our clients will be required to submit a Personal Tax Return under Self-Assessment to HMRC, in these cases our experienced team are able to offer advice and guidance on an individual’s tax position.
Tax Returns
One of the main aspects of what we do at Chart Accountancy are tax returns. We plan ahead for these, which enables us to review your tax position throughout the financial year and in turn we offer tailored tax planning solutions based on your personal financial situation. We will prepare your tax return, discuss your tax position and liaise with HMRC on your behalf.
Book a 30 Minute Tax Planning Meeting For a Fixed Fee of Just £99
Work with our personal tax accountants
Prior to beginning any work with you we will offer a fixed fee service, so you don’t need to worry that costs will mount up as we continue to work together. Several of our clients also work on a fixed annual or monthly fee as their financial and tax circumstances remain the same throughout this period.
If you would like to know more about our personal tax accountants and the services that we offer, contact our team on 0118 449 2321 or email [email protected].
