Your Tax Accountant in Worcester & Birmingham

Self-assessment, corporation tax, and tax planning — filed on time, every time

Tax Preparation That Actually Saves You Money

We handle your self-assessment, corporation tax, and VAT returns — filed on time, every time. No jargon, no surprises, just clear advice that puts more money back in your pocket.

Tax rules change constantly. HMRC doesn't send you a helpful summary. That's where we come in. Our tax team stays on top of every rule change, every new allowance, and every Making Tax Digital requirement so you don't have to. You focus on your business. We'll make sure you're paying exactly what you owe — and not a penny more.

Self-Assessment Tax Returns

Nobody enjoys filling in a tax return. Multiple income sources, rental properties, investments — it gets complicated fast. Hand it to us. We'll gather your figures, claim every allowance you're entitled to, and file it with HMRC while you get on with your life.

  • Sole traders and freelancers – We calculate your trading income, expenses, and every allowable deduction
  • Landlords and property investors – Rental income, mortgage interest relief, and capital allowances done properly
  • Company directors – Salary, dividends, and benefits coordinated with your corporation tax position
  • High earners – Income over £100,000, pension tapering, and child benefit charge managed
  • Investment income – Dividends, capital gains, and savings interest all accounted for
  • Foreign income – Overseas employment, property abroad, and double taxation relief sorted

We handle everything from start to finish — gathering your information, calculating what you owe, submitting to HMRC, and advising on payment options. Self-assessment starts from £190 + VAT. You'll get a fixed fee upfront based on complexity. No clock-watching, no bill shock.

Never Miss a Deadline

Miss the 31 January deadline and HMRC hits you with a £100 penalty — and it only gets worse from there. We send reminders well in advance, file early where possible, and keep you covered year-round. No last-minute panics.

Corporation Tax Services

Running a limited company means CT600 returns, capital allowances, and a 12-month deadline that sneaks up fast. We take care of the lot — and we'll make sure you're claiming everything you're entitled to.

  • CT600 preparation and submission to HMRC
  • Corporation tax liability calculation and quarterly instalment payments
  • Capital allowances on equipment, vehicles, and property — fully optimised
  • Group relief and consortium relief for multi-entity structures
  • Loss relief planning and carry-forward strategies
  • Close company rules and loans to participators

We work hand-in-hand with your bookkeeping so your accounts are tax-efficient from day one — not just a scramble at year-end. That joined-up approach catches reliefs and allowances that others miss.

Tax Planning & Advisory

Good tax planning happens throughout the year, not in a panic before 31 January. We help you make smarter decisions month by month — so you keep more of what you earn.

For Businesses

  • ✓ Find the right salary vs dividend split
  • ✓ Structure growth tax-efficiently
  • ✓ Plan for acquisitions and major deals
  • ✓ Succession and exit planning

For Individuals

  • ✓ Reduce your tax bill legally
  • ✓ Maximise pension contributions
  • ✓ Make investments tax-efficient
  • ✓ Inheritance tax planning

We don't wait for you to call us. We reach out before key deadlines and planning windows, so you never miss an opportunity. And we tie your tax planning into your wider business strategy — because every decision has a tax angle.

Capital Gains Tax

Selling a property, business, or investment? CGT can take a serious chunk of your proceeds if you don't plan ahead. We help you keep more of the gain — legally.

  • Property sale gains — including principal private residence relief
  • Business Asset Disposal Relief (formerly Entrepreneurs' Relief) planning
  • Share disposals — same-day and bed-and-breakfast rules navigated properly
  • Annual exemption and loss harvesting strategies
  • CGT returns filed within HMRC's 60-day property reporting deadline

CGT rules are a minefield — get it wrong and the bill can be eye-watering. Our Worcester and Birmingham teams have years of experience helping clients minimise their exposure while staying fully compliant.

Partnership Tax Returns

Partnerships mean double the paperwork — a partnership return plus individual returns for every partner. One mismatch and HMRC comes knocking. We keep everything aligned.

  • Partnership tax return (SA800) preparation and submission
  • Profit and loss allocation across all partners
  • Individual partner self-assessment returns
  • Partnership changes and profit-sharing adjustments
  • LLP tax compliance and mixed member rules

We make sure partnership and partner returns match perfectly — no discrepancies, no HMRC enquiries triggered by sloppy filing. We work with professional firms, trading partnerships, and property partnerships across Worcester, Birmingham, and the wider West Midlands.

Paying More Tax Than You Should?

Let's fix that. Book a free consultation with our Worcester or Birmingham team.

Sort My Tax Return →

Making Tax Digital Compliance

MTD is here — and if you're not set up properly, HMRC penalties follow. We make the transition painless.

  • MTD for VAT — fully compliant using HMRC-approved software
  • MTD for Income Tax Self Assessment — arriving April 2026, and we're already preparing clients
  • Digital record-keeping setup and the right software for your business
  • Quarterly updates and end-of-period statements handled for you
  • Bridging software if you're running legacy systems

We use Xero, QuickBooks, and Sage daily. We'll get you set up, train your team, and handle ongoing MTD submissions — no disruption to how you work.

HMRC Enquiries & Dispute Resolution

Got a letter from HMRC? Don't panic — and don't reply without us. We deal with HMRC so you don't have to.

  • Full representation in HMRC enquiries and investigations
  • Responses and supporting documentation prepared properly
  • Direct negotiation with HMRC inspectors on your behalf
  • Penalty mitigation and voluntary disclosure
  • Appeals and tribunal representation when needed

We handle every conversation with HMRC — clearly, professionally, and always in your corner. We've resolved complex enquiries and reduced penalties for clients across Worcester and Birmingham. If HMRC comes asking questions, you want us in the room.

Who We Help

Whether you're a one-person freelance operation or a multi-director limited company, we've got you covered:

Individuals

Side income, high earners, investors — anything beyond a simple P60

Sole Traders

Freelancers, consultants, and small business owners

Partnerships

Professional firms and trading partnerships

Limited Companies

SMEs, owner-managed businesses, and companies scaling up

Landlords

One buy-to-let or a portfolio — we handle the lot

Charities & CICs

Specialist tax relief and Gift Aid compliance

Why Clients Choose Us

Properly Local

Offices on Shaw Street in Worcester and Colmore Row in Birmingham. Face-to-face when you want it. ACCA-qualified, plus advanced certifications in QuickBooks, Sage, and Xero. We know the local business landscape inside out.

Year-Round, Not Year-End

We don't disappear after filing your return. We stay in touch all year — flagging deadlines, spotting opportunities, and making sure you're never caught off guard.

Fixed Fees, No Surprises

You'll know the price before we start. Self-assessment from £190 + VAT, corporation tax from £450 + VAT. Complex returns quoted individually after a free consultation. No hourly billing creep.

Fast Turnaround

HMRC deadlines don't wait, and neither do we. Send us your paperwork and we'll turn it around quickly — without cutting corners on accuracy.

Tech That Works for You

Cloud accounting, secure portals, digital document sharing. Or a face-to-face chat over coffee. We work however you prefer — Xero, QuickBooks, Sage, or paper if that's your thing.

Everything Under One Roof

Tax doesn't exist in isolation. We coordinate with our bookkeeping, payroll, and business advisory teams so every part of your finances works together. That joined-up thinking catches savings others miss.

Clear, Fixed Pricing

No hourly rates. No bill shock. Here's what our tax services cost:

Self-assessment tax returns

From £190 + VAT

Straightforward employment/rental income

Self-assessment with trading income

From £450 + VAT

Sole traders and freelancers

Partnership tax returns

From £450 + VAT

Depending on partner numbers

Corporation tax returns

From £450 + VAT

Integrated with year-end accounts

Capital gains tax advice

From £200

Per disposal

Tax planning consultations

From £190 + VAT/hr

Strategic tax advice

All prices exclude VAT. Fixed-fee quote provided after free initial consultation.

Let's Sort Your Tax

Whether it's a straightforward self-assessment or a complex tax planning exercise, we'll give you a clear plan, a fixed price, and one less thing to worry about.

Book a free consultation at our Worcester or Birmingham office. We look after clients right across the West Midlands.

Ready to Get Started?

Get in touch for a free, no-obligation consultation. Our expert team in Worcester and Birmingham is here to help.