Services

A range of services to help you register as self employed, set up a simple cash accounting system, submit annual returns and make any claims you are entitled to

Tax Returns & Accounts

AVOID LATE FINES AND PENALTIES - REDUCE YOUR TAX LIABILITY - SAVE TIME AND MONEY

01  New Accounts

Registering as a sole trader and setting up your online account with the creation of a bespoke cash accounting system for your business that minimises your tax liability and provides you with a hardcopy file at the end of the tax year and digital reports if required (from April 2027).

New Accounts Service - Sue Cartwright AInstAM, Sole Trader Services

02  Book Keeping

Preparing monthly accounts for your sales invoices, expense receipts and bank payments on a quarterly and annual basis with interim reports leading up to your annual return which is filed early to give you peace of mind and to ensure any rebates are paid immediately.

Book Keeping Service - Sue Cartwright AInstAM, Sole Trader Services

03  Annual Returns

Preparing end of year accounts, summaries and a statement of account with monthly breakdowns and annual totals ensuring the maximum amount of allowable expenses are claimed for and Self Assessment Returns are filed early in the tax year to avoid fines and late penalties.

Annual Returns Service - Sue Cartwright AInstAM, Sole Trader Services

Tax Rebates & Claims

FILE LATE RETURNS - RECLAIM TAX OVERPAID - SECURE CIS REBATES - CLAIM FOR SUPPORT

04  Late Returns

Preparing accounts so that you can submit late tax returns for up to the last 3 years to put a stop to further penalties, to prepare an appeal for overpaid tax and/ for penalties to be reduced or removed.

Late Returns Service - Sue Cartwright AInstAM, Sole Trader Services

05  Tax Rebates

Identifying any allowable expenses that may have been left out of previous tax returns for up to the last 3 years which can be claimed for as tax rebates to be paid immediately if tax has been overpaid.

Tax Rebate Service - Sue Cartwright AInstAM, Sole Trader Services

06  Other Claims

1) Construction Industry Scheme (CIS) accounts to ensure tax paid at source is claimed soon after the end of the tax year.  2) Initial and Monthly Universal Credit Claims if support is needed. Both types of claim are integrated (and additional to) 'Book Keeping' and 'Annual Returns' above.

Other Claims Service - Sue Cartwright AInstAM, Sole Trader Services

Ready to talk?

The first step is to arrange a time for us to have a chat so that we can find out how I can help. 


It's a free call to decide if we want to work together and for me to make suggestions that might be helpful.

Arrange a call