Phoenix - Your AI AssistantPrepare your Sole Trader Accounts and Self Assessment Tax Return
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What you get with this Offer
I am a UK Chartered Accountant (ACMA CGMA), HMRC Registered Tax Agent and director of a UK accountancy practice with over 20 years of accounting and finance experience.
For a fixed fee of £450, I will prepare your Sole trader annual accounts and Self Assessment Tax Return and provide a clear explanation of your tax position before submission.
This service is suitable for sole traders with annual turnover up to £100,000 and complete accounting records.
If your turnover exceeds £100,000, or your affairs are more complex, please contact me before purchasing so I can confirm the scope of work and provide a tailored quotation if required.
What's Included
✔ Preparation of sole trader accounts
✔ Review of records provided
✔ Self Assessment Tax Return preparation
✔ Tax calculation
✔ HMRC submission
✔ Filing confirmation
✔ Initial virtual consultation
✔ Support with reasonable queries
Suitable for:
• Sole traders
• Freelancers
• Consultants
• Contractors
• Tradespeople
Please contact me before purchasing to confirm your records are complete and suitable for preparation within the advertised fee.
Additional fees may apply for bookkeeping reconstruction, overseas income, capital gains, cryptocurrency transactions or particularly complex affairs.
What the Freelancer needs to start the work
To commence work, I will require copies of your income and expense records for the tax year, together with details of any employment income, dividends, rental income, pension income or other taxable income.
As a UK regulated accountancy practice, I am legally required to carry out Anti-Money Laundering (AML) and Client Due Diligence (CDD) checks before commencing work. Valid photographic identification and proof of address will therefore be required.
The advertised delivery period of 5 working days will commence once all requested records, information and identification documents have been received and successfully verified.
In certain circumstances, Enhanced Due Diligence (EDD) may be required under UK Anti-Money Laundering Regulations, which may extend onboarding and delivery timescales.
Following purchase, I will arrange a short virtual meeting (Microsoft Teams or telephone) to discuss your circumstances, confirm the information required and answer any initial questions before commencing work.
Please note that the advertised fee applies where complete and accurate records are provided. Additional fees may apply where bookkeeping reconstruction or significant record correction work is required.