Fixed Fee Service Guide

We pride ourselves on being easy to understand and transparent – a complete breakdown of those services included within and excluded from the fixed fee offering is shown below.

Please note that all of the excluded services are available for an additional fee.
Click here for an overview of our terms and conditions of service.

VAT (if applicable)

  • VAT registration
  • Flat rate scheme application, where appropriate
  • Alignment of VAT periods with financial year
  • Online preparation and submission of VAT Returns using the accounting information provided by you
  • Notification of amounts payable
  • General VAT advice
  • Dealing with penalty and interest assessments from HM Revenue & Customs
  • Assistance with HM Revenue & Customs tax enquiries (covered by Tax Fee Protection Insurance)
  • Detailed VAT advice, such as partial exemption / place of supply reviews

Business Accounts

  • Income & Expenditure Account
  • Online filing to HM Revenue & Customs
  • Changes to the accounts following submission

Self Assessment Tax

  • Computations based on self employed income, plus employment, pension, interest and dividend income from other sources
  • Preparation and online filing of self assessment tax returns
  • Notification of amounts payable
  • General self assessment tax advice
  • All types of income / gains outside of employment, dividends and interest (if you have rental properties then there is an additional fee of £60 +VAT per annum, per property)
  • Dealing with penalty and interest assessments from HM Revenue & Customs
  • Assistance with HM Revenue & Customs tax enquiries (covered by Tax Fee Protection Insurance)
  • Detailed self assessment tax planning advice or status reviews
  • Mortgage and tenancy references (additional one-off fee of £50 plus VAT applies)

Tax Fee Protection Insurance

  • Cover of up to £100,000 of professional fees in the event of an enquiry from HM Revenue & Customs, including attendance at meetings and written correspondence
  • Insurance arranged through Croner Taxwise Services Limited (FSR No 304970) and underwritten by Irwell Insurance Company Limited (FSR No 202897)
  • Access to Employment Law and Health & Safety advice lines
  • Routine compliance work (covered elsewhere by our service)
  • Any tax, interest or penalties due as a result of a HM Revenue & Customs enquiry
  • Criminal prosecutions and fraud
  • Enquiries commenced before signing up to the fixed fee service, or enquiries in to late tax filings

Advice and Support

  • Email, telephone and Skype support, during normal business hours
  • Initial tax planning consultation and review on sign up
  • General VAT and personal tax advice, including general tax planning (as referred to above)
  • Detailed bookkeeping support (available via our partners)
  • Face-to-face meetings

Bookkeeping (additional fee of £25 plus VAT per month)

  • Quarterly entry of sales invoices, expenses and other transactions into your online accounting software, using the invoices and receipts uploaded to our secure online portal by you.
  • Quarterly bank and credit card reconciliations.
  • Provision of detailed profit and loss account and balance sheet reports on a quarterly basis
  • Monthly bookkeeping.
  • Collection and scanning of documents (available at an additional cost, please contact us for details).
  • Businesses with more than 20 sales invoices or 50 expense invoices per month.
  • Bookkeeping for non-fixed fee clients.

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"But I already have an accountant..."

We make changing accountants hassle-free by looking after the entire process for you.

First we establish the most appropriate time for you to transfer then we communicate directly with your existing accountants - all in accordance with ACCA guidelines.

You can then focus on working with us to bring your affairs up-to-date.

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