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How it works

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Book a discovery call with us

This is a free consultation to discuss your tax return and make sure you are making the most of your deductions.

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Send over the information we need

We will "onboard" you - sending over an engagement letter and requesting a copy of ID and proof of address.


We will also need your Unique Tax Payer's reference from HMRC so we can submit your return.


Fill out our data gathering sheet and questionnaire

We have templates for our specialist areas which we will share with you to capture the income and expenses to report on your return.



We send you over a draft of your return for you to review and approve and we send over to HMRC.

We will also give you a copy of the information used to submit your return - should you need to refer back to it in future.

Any more questions on the process?

Don't worry, please still use our 'Enquire now' button and we will be in touch to help.