Frequently asked questions

Book a free 20-minute Teams call or request a quote. We'll send you a fixed price, and if you're happy, you sign our engagement letter online. We then get authorisation from HMRC to act for you and take it from there.

Not at all, and you can switch at any time of year. Once you've signed with us, we contact your previous accountant for handover information and take over as your agent with HMRC. We check your upcoming deadlines straight away so nothing gets missed.

No. Unlike many large online firms, we don't make you learn an app. Send your documents by email or WhatsApp and we'll do the rest using HMRC-recognised software on our side.

No. We work remotely with clients all over the UK. Consultations take place on Microsoft Teams or by phone, and everything else is handled online.

It depends on your business, but usually bank statements, sales invoices, purchase receipts, payroll records (if any) and your HMRC and Companies House details. We'll send you a simple checklist when you join.

No. Our prices are shown excluding VAT, and VAT is added to your invoice.

A fixed monthly fee spreads the cost evenly across the year, so there's no big bill at year-end. It also means you can contact us during the year without worrying about being charged by the hour.

Yes. If your business grows, for example you register for VAT or take on staff, we'll move you to the package that fits.

It depends on your income sources and how your records are kept, so we quote individually. Request a quote and we'll send you a fixed price.

It depends on your profits, plans and how you want to pay yourself. A limited company can be more tax-efficient once profits reach a certain level, but comes with more admin. We'll go through the numbers with you on a free call.

For most private companies, accounts are due at Companies House 9 months after the year end, Corporation Tax must be paid 9 months and 1 day after the year end, and the CT600 return is due 12 months after. Use our deadline calculator to see your dates.

Yes. Dormant companies still need to file annual accounts and a confirmation statement with Companies House. We can prepare and file dormant accounts for you.

You must register if your VAT-taxable turnover goes over £90,000 in any rolling 12-month period, or you expect it to in the next 30 days. You can also register voluntarily below this, and sometimes it makes sense to.

Yes. Identity verification is being introduced for all company directors and people with significant control. Existing directors need to verify within the transition period, usually by the time of the company's next confirmation statement. We can tell you what to do and when.

You usually do if you're self-employed, a company director taking dividends, a landlord, or you have other untaxed income over certain limits. If you're not sure, ask us and we'll check.

Since April 2026, sole traders and landlords with qualifying income over £50,000 must keep digital records and send HMRC quarterly updates. The threshold falls to £30,000 from April 2027 and £20,000 from April 2028. We can handle it all for you.

Many CIS subcontractors are owed money, because the 20% deducted doesn't account for your personal allowance or expenses like tools, travel and workwear. We claim it back through your Self Assessment tax return.

If your Self Assessment bill is over £1,000, HMRC usually asks for advance payments towards next year's tax: half by 31 January and half by 31 July. We'll explain exactly what to pay and when.