Fees

Fees for the self employed and personal tax cases

Our pricing for our self employed clients and personal tax cases is similar to that for our limited company clients in that our fees are based on turnover, number of transactions and the level of service you require. As stated above for us it is about building strong working relationships with all our clients. It is therefore essential that within our costings we include time to prepare your tax returns and accounts correctly and to take the time out to build a strong relationship. As a result starting fees for self employed and personal tax clients is £250.

To give you some idea of fees have a look at four separate case studies below, which we hope will give you a flavour of what to expect in fees if you were to come to us. But really the only way to find out more about how we can really help you and provide you with a fee quote specific to you is to contact us to arrange your free discovery meeting.

Case Study 1

Startup-Company

Are you a startup company? For example a marketing consultant setting up a company with expected turnover of £60,000 in the first year, one director with one other employee (your partner) who requires accounts preparation, corporation tax return completion, a monthly payroll, two personal tax returns completed, confirmation statement completed, Xero software subscriptions, Hubdoc susbscriptions and telephone support. The books are prepared in house by you on Xero and kept to a good standard.

Typical fee will be £199 per month (excludes costs of setting up the business usually between £350 - £500).

Case Study 2

Basic Service- Company

A company with turnover of £200,000, owned by a director with three employees who requires accounts preparation, corporation tax return completion, a monthly payroll, a personal tax return completed, confirmation statement completed, Xero software subscriptions, Hubdoc subscription and telephone support. The books are prepared in house by you on Xero and kept to a good standard.

Typical fee will be £299 per month

Case Study 3

Growth Business-Company

A company with turnover of £1,200,000, owned by two directors with five employees who requires accounts preparation, corporation tax return completion, a monthly payroll, monthly, two personal tax returns completed, confirmation statement completed, pre year end tax planning, monthly book-keeping , Xero software subscriptions, hubdoc subscription and telephone support. The books are prepared by us on Xero with the company using the software for billing.

Typical fee will be £850 per month

Case Study 4

High Growth Business-Company

A company with turnover of £2,000,000, owned by two directors with fifteen employees and on average 15 subcontractors who requires accounts preparation, corporation tax return completion, a monthly payroll, monthly CIS returns completed, two personal tax returns completed, confirmation statement completed, pre year end tax planning, monthly book-keeping , Xero software subscriptions , Hubdoc subscriptions, fee protection insurance and telephone support. The books are prepared by us on Xero with the company using the software for billing. Most importantly however the company has big plans to grow to £10m in the next 5 years and want to use us as their Finance Director or CFO and require monthly meetings where we review actuals to budget including key KPIs, cashflow forecasting, discuss goals and objectives, review monthly action plan including review of previous months actions.

Typical fee will be £2200 per month

Please explore our website to find out more about the services we can provide. When you are ready, contact us either by telephone or book a zoom discovery meeting, we will send you a link to sign up to our client portal to fill out the enquiry form on workflow section before the discovery meeting that way we are better prepare for the meeting