We provide a £230 (£200 plus VAT) fixed price Personal Tax Return service.
1. We register as agents for new clients with HM Revenue & Customs (HMRC) so that we can check information directly by phone, letter or using agents online services.
2. We provide our clients with a simple one page questionnaire as a check list for the information required for their Tax Return.
3. The client then sends or e-mails their Tax Return information to us, or arranges a meeting to provide and review the data.
4. FLPCA prepares schedules for the Tax Return and will check with our client for any further information or clarification before completing the return.
5. We prepare the Tax Return, which is reviewed to consider tax planning opportunities.
6. We send the Tax Return to our clients by post or e-mail, together with a one page tax calculation which clearly sets out the liabilities and payment dates. A summary of the entries on the Tax Return is also provided together with a copy of the return.
7. When the Tax Return is approved by the client, we submit it to HMRC.
8. FLPCA keeps track of all filing and tax payment dates to keep our clients fully informed when Tax Returns need to be filed and give as much notice as possible of tax payments.
Additional services
The fixed price Personal Tax Return service excludes self employment and land & property income other than for one property. Please contact us to discuss your requirements in more detail.
In the first year we act for a client we can carry out an additional review of the previous years to see if there are any opportunities to claim tax repayments. If we do then process repayment claims our fees will always be less than the repayments.