Self Assessment

Personal Tax Returns. Made Simple.

From guided DIY filing to fully managed returns with dedicated accountant support. Choose the tier that fits your needs.

Choose Your Plan

Self Assessment Tiers

Professional filing across all plans, with higher coverage on upgraded tiers

Basic
DIY Digital
DIY digital filing with smart import and guided workflows
£39.99/year
  • Guided data entry
  • Smart data import
  • AI-powered Tax Assistant
  • HMRC Compliance Check Protection (add-on)
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Most Popular
Standard
Compliance Package
Full compliance with KYC, 64-8, and professional letters
£99.99/year
  • Everything in Basic
  • Full KYC verification
  • HMRC Compliance Check Protection
  • HMRC correspondence fully handled by our team
  • Form 64-8 (HMRC authorization)
  • Engagement letter
Get Started
Premium
Dedicated Service
Fully managed with dedicated accountant and tax planning
from£500/year
  • Everything in Standard
  • Dedicated accountant
  • Full accountant review
  • Tax planning consultation
  • HMRC correspondence handled
Contact Us
Our Services

What's Included Across Self Assessment Plans

Twelve core services delivered across Basic, Standard, and Premium tiers

Guided Data Entry

Step-by-step filing flow for core Self Assessment inputs

Smart Data Import

Upload records and prefill relevant tax return fields

AI Tax Assistant

Built-in guidance during form completion and checks

Accountant Spot-Check

Optional review layer before filing for added confidence

Full KYC Verification

Identity checks completed securely for compliance

Form 64-8 Authorization

HMRC agent authorization prepared and managed

Compliance Check Protection

Added support if HMRC opens a compliance review

Engagement Documentation

Professional engagement letters included in workflow

Full Accountant Review

Comprehensive return review on higher service tiers

Dedicated Accountant

Named specialist for ongoing tax support

Tax Planning Consultation

Forward-looking planning to improve tax outcomes

HMRC Correspondence Handling

Direct support for HMRC letters and follow-up actions

Who Is This For?

Find Your Perfect Fit

Tradespeople

Plumbers, electricians, builders with CIS income and simple expenses

Freelancers

Self-employed professionals with service-based income

Landlords

Property owners with rental income alongside employment

Ready to File Your Tax Return?

Get started from just £39.99/year — or book a free call to find the right plan.