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Business Accounts & Tax · CT600 · SA

Year-end accounts & tax — closed and filed.

Full accounts production, corporation tax, Self Assessment and Companies House filings for UK limited companies and sole traders. Done early, signed off in plain English, and as tax-efficient as legally possible.

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What we file
340+
Returns filed / yr
100%
On-time filings
£2.4k
Avg. tax saved / client
Tax planning

Limited company, sole trader, or both — we file it all.

Three entity types, the same calm process. Pick yours below to see exactly what’s included and when it’s due.

9 mo after YE
Statutory accounts
Full FRS 102 / 105 accounts prepared, signed off by you, filed with Companies House.
  • Balance sheet & P&L
  • Director's report
  • Filed with Companies House
12 mo after YE
CT600 corporation tax
Computed, optimised & filed with HMRC. Every legitimate deduction taken, every reclaim chased.
  • R&D credits where eligible
  • Capital allowances & AIA
  • Pay HMRC by 9 months & 1 day
Anniversary
Confirmation statement
Annual CS01 filing confirming directors, shareholders, PSCs and SIC codes — no missed deadlines.
  • People with Significant Control
  • Share capital & classes
  • £34 Companies House fee inc.
31 Jan
Director’s Self Assessment
SA100 for directors taking dividends. We coordinate salary, dividends & pension to minimise personal tax.
  • Optimal salary/dividend split
  • Dividend allowance maximised
  • Tax code reviewed annually
As needed
Companies House filings
Director changes, share allotments, registered office, name changes — we file the lot and keep your record clean.
  • AP01 · TM01 · AD01 · SH01
  • Share certificates issued
  • Statutory registers maintained
Year-round
Tax planning & advice
Quarterly check-ins, profit-extraction strategy, dividend timing, and answers to “what if I…” within one working day.
  • Salary + dividend optimisation
  • Pension contribution planning
  • Direct line to Joanna
31 Jan
Self Assessment (SA100)
Main personal tax return for sole traders, landlords & high earners. Every allowable expense claimed.
  • Trading & rental income
  • Tools, mileage, home-office
  • CIS suffered reclaimed
31 Jan
SA105 property pages

For landlords — every property, every expense, Section 24 finance restriction applied correctly.

  • Furnished & unfurnished lets
  • HMO & rent-a-room
  • Mortgage interest credit (20%)
31 Jan / 31 Jul
Payments on account
Two advance HMRC payments at 50% of last year’s tax. We calculate exactly what’s due and warn you well ahead.
  • Reduce claim when profits drop
  • HMRC payment plan if needed
  • Cashflow forecasting
Year-round
Capital Gains Tax
Property sales, share disposals, crypto — calculated, reported and filed within HMRC’s 60-day window.
  • PPR & lettings relief
  • Annual exemption used
  • 60-day property reporting
When ready
Going limited?
When your profits hit £40k+, incorporating usually saves tax. We model both scenarios so you can decide with real numbers.
  • Side-by-side tax comparison
  • Incorporation handled end-to-end
  • Goodwill & asset transfer
Year-round
HMRC enquiries
Letter from HMRC? Don’t panic. We respond, gather evidence, and handle the back-and-forth so you don’t have to.
  • Aspect & full enquiries
  • Penalty appeals
  • Voluntary disclosures
31 Jan
Partnership return (SA800)
The partnership’s own annual return. Profit split, allocated and reported to HMRC alongside each partner’s SA.
  • Profit-share calculations
  • SA104 supplement per partner
  • Joint & several liability advice
31 Jan
Each partner’s SA100
Personal tax returns for every partner, picking up the partnership profit share plus any other income streams.
  • One agent, all partners
  • NICs & payments on account
  • Coordinated filing
Annual
Partnership accounts
Full accounts production for the partnership — even where filing isn’t required, banks & mortgage brokers need them.
  • P&L & balance sheet
  • Capital account tracking
  • Mortgage-ready statements
As needed
Partnership changes
New partner joining? One leaving? Switching to an LLP? We handle the paperwork, HMRC re-registration and tax implications.
  • Cessation & commencement
  • LLP conversion (LL IN01)
  • Profit-share rebalancing
Quarterly
VAT for partnerships
VAT-registered partnership? We file under MTD, reconcile cash & invoice schemes, and watch the registration threshold.
  • Quarterly MTD returns
  • Flat rate vs standard advice
  • Reverse-charge handling
Year-round
Partnership tax planning

Profit-share design, partner drawings, pension contributions and exit planning — strategised, not improvised.

  • Optimal profit-share splits
  • Partner retirement & exit
  • Succession planning
Tax planning

Compliance is the floor — planning is where the savings live.

Most tax bills are decided before the year-end, not after. We meet every client at least twice a year to find legal, conservative ways to keep more of what you earn.

Salary + dividend optimisation

The £12,570/£50,270 sweet spot, reviewed every year against the latest rates.

Pension contributions

Up to £60k/yr through the company — corporation tax saved and personal pension grown.

R&D tax credits

Software, engineering, product dev — credits or cash back from HMRC, where eligible.

Timing

Equipment, bonuses, dividends, pension — timing them to the right side of year-end can save thousands.

Real client · anonymised
How we saved a contractor £3,840.
Limited company · £85k profit · 1 director
Switched to optimal salary (£12,570)
£810
Used full dividend allowance
£525
Employer pension contribution

£1,250

Equipment AIA brought forward
£455
R&D claim on software dev
£800
Total saved
£3,840 / yr
Illustration only — savings depend on individual circumstances and current tax law. Your actual savings may differ.
Our process

From records-in to return-filed.

Most clients are filed 3+ months ahead of deadline. Here’s how we get there.

Send records
Bank statements, invoices, receipts. Send what you have — we’ll tell you what’s missing within a day.
We prepare
Accounts produced. Tax computed. Every legitimate deduction identified. Plain-English summary drafted.
Review & approve
30-minute call to walk through the figures, the tax bill and any planning opportunities. You sign off.
File & archive
Filed with HMRC and Companies House. You get the receipts, the figures and the exact payment instructions.

FAQ

Accounts & tax: common questions..

Quick answers to what most directors and sole traders ask before signing up. Anything else? Phone us.
When should I send my records?
As soon as the year ends, ideally — but we’ll work with anything you give us. For limited companies, sending records within 1–2 months of year-end means filing 6+ months before the Companies House deadline. For Self Assessment, anything before October keeps us comfortably ahead of the January rush (and lets you plan for the bill).
Limited company accounts + CT600 start at £550/yr. Sole trader Self Assessment starts at £195/yr. Partnership returns from £395/yr. We quote fixed annual fees up front — no surprise hourly bills, no extra for emails or short phone calls.
Both — included. Every client gets at least one tax planning conversation per year, usually two: a year-end review and a January catch-up. We’ll flag dividend timing, pension top-ups, R&D claims, AIA opportunities and anything else that genuinely reduces your bill.

First — phone us, not HMRC. We handle penalty appeals every week (most are won on “reasonable excuse” or filing-error grounds). If we took on a late return, we’ll catch up multiple years if needed and negotiate any payment plan with HMRC directly.

Yes — and most clients arrive that way. We’ll get an authorisation letter signed, request your records and HMRC agent status, and have everything live within a fortnight. Your previous accountant has 14 days to respond by professional courtesy — we chase if they don’t.
Yes — VAT is part of our Bookkeeping service, and payroll runs separately under our Payroll service. Most clients bundle accounts + bookkeeping + payroll on one monthly fee — saves money and means everything stays joined-up.
Let’s talk

File early. Sleep better.

Book a free 30-minute call. We’ll review your last set of accounts, quote your filings on the spot, and flag at least one tax-saving opportunity.

Book a Call
Pay Online
  • Free initial call
  • Fixed annual fee
  • Filed 3+ months early