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Taking on new clients for the 2026/27 tax year

Your tax, sorted.
Fixed fees, agreed up front.

Accounts, Self Assessment and Making Tax Digital for sole traders and landlords. Keep your own records, or hand us the shoebox and we’ll do the lot.

Fixed monthly fees Reply within one business day Every deadline handled Kyle Street, Ayr

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Two minutes. No obligation.

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Making Tax Digital for Income Tax

Quarterly updates to HMRC are here. Are you ready?

If your income from self-employment and property is over the threshold, you’ll need digital records and to send HMRC an update every quarter. We set you up, keep you compliant and file every update for you.

Check where you stand
In force
April 2026
Qualifying income over £50,000
Next
April 2027
Qualifying income over £30,000
Then
April 2028
Qualifying income over £20,000

Qualifying income is your combined self-employment and property income before expenses.

Who we work with

Specialists in two kinds of client, not generalists for everyone.

Because sole traders and landlords are all we do, we know the reliefs, the deadlines and the questions you’ll have before you ask them.

Sole traders

Trades, creatives, instructors, consultants and anyone working for themselves.

  • Every allowable expense claimed, including vans, tools and use of home
  • Capital allowances worked out properly, year after year
  • VAT and CIS if you need them

Landlords

One buy-to-let or a growing portfolio of residential property.

  • Rental profits calculated with every cost you can claim
  • Finance cost relief and joint ownership handled correctly
  • Ready for Making Tax Digital on property income
Two ways to work with us

Do some of it yourself, or none of it at all.

Either way your fee is fixed and agreed before we start, and every deadline is ours to worry about.

DIY + Self Assessment

Keep simple records however suits you: a spreadsheet, our DIY pack or paper. We review them, tidy anything that needs it, look for savings and file your return on time.

  • Simple templates and guidance included
  • Pre-filing review and tax-saving checks
  • Your Self Assessment prepared and filed
Quote for DIY + SA
Least hassle

Shoebox (we do it all)

Bring the receipts, the bank statements and the drawer you’ve been avoiding. We sort, record and reconcile everything, and take it right through to filing.

  • We record and categorise everything for you
  • Clear reports so you always know where you stand
  • Self Assessment, plus VAT and CIS if needed
Quote for Shoebox

Growing fast? Our part-time Finance Director service adds cash-flow planning and regular reviews.

How it works

From first message to fully sorted in three steps.

Tell us about you

Answer a few quick questions about your work or property. It takes about two minutes.

Get your fixed fee

Within one business day we confirm what’s included and a fixed monthly fee. No surprises later.

We take it from there

We contact your old accountant if you have one, get authorised with HMRC, and every deadline becomes our job.

Your own client portal

Everything in one secure place, whenever you want it.

No more digging through emails. Every client gets a private portal.

  • See exactly what tax is due to HMRC, and when
  • Upload receipts and documents in seconds
  • Sign letters and returns online, no printing
  • Your invoices, files and updates in one place
Why clients choose us

Straight answers from people who know your situation.

We’re not for everyone, and we’re fine with that. If you want an accountant who explains things plainly and gets on with it, we might be exactly right for you.

Fixed fees

Agreed before we start and spread monthly. If your situation changes, we talk first.

Proactive, not just filing

We look for legitimate ways to reduce your bill, and tell you about them before the deadline.

Plain English

No jargon. Clear options, and a decision made easy.

Deadlines handled

Returns, payments on account and quarterly updates: we track them all and remind you in good time.

Questions

Things people usually ask

Yes. Once you’re signed up we contact them for the handover, get authorised with HMRC, and pick up from where they left off. You don’t need to have the awkward conversation.

That’s normal, and it’s what the Shoebox service is for. Bring what you have, whether it’s a bag, a box or a folder, and we’ll sort, reconcile and get you compliant without the stress.

If your combined self-employment and property income is over £50,000 it already does. It applies over £30,000 from April 2027 and over £20,000 from April 2028. We’ll tell you exactly when it applies to you and get you ready.

Not necessarily. Use our simple DIY pack or your own spreadsheet. If you’d rather not touch it at all, choose Shoebox and we’ll do it for you. Where Making Tax Digital applies, we make sure your records meet the rules.

Yes. We agree what’s included before we start, and you pay a fixed amount each month. If your situation changes we’ll talk to you and agree any change first. You will never get a surprise bill.

Ready to get your evenings back?

Tell us a little about you and we’ll come back within one business day with a fixed monthly fee.