tally.

Your year, in the order it arrives

Six dates every freelancer should know, and what we do on each

We do the tax return for people who work for themselves. Below is the year as we see it — the dates the tax office cares about, and what happens on our side, so the only thing you have to remember is us.

A young woman in a colourful jumper working on a laptop on a wide window sill.

6 April · the year begins

A new folder, and one question

We send you a short list: did anything change? A new client, a second job, a move. Two minutes, and the whole year starts in the right place.

Included

A woman in glasses on a sofa with a laptop, one hand pressed to her forehead.

31 July · second payment

The payment people forget

If you pay on account, half of last year's bill is due again in summer. We remind you three weeks before, with the exact figure and the reference.

Included

A woman in glasses and a white shirt working at a laptop on a wooden table against a pink wall.

October · the shoebox

Send us everything, in any order

Invoices, receipts, bank statements, a photo of the notebook. We sort it, ask about what we cannot read, and tell you what you can claim that you did not know about.

Included

A bearded man in glasses typing on a laptop on a grey sofa in a bright, colourful room.

November · the draft

One page, before anything is filed

What you earned, what you spent, what you owe, and why. We go through it on a call; nothing is sent until you have said yes.

Included

A calculator and a mechanical pencil lying on handwritten notes on a desk.

December · filed

Filed a month early, on purpose

So January is for paying, not panicking. You get the confirmation, the bill and the date it is due, in one message.

£320 for the year

A tangle of long paper till receipts piled on top of each other.

31 January · the real deadline

The day everybody else rings us

Our clients are not ringing; they filed in December. If you are new and it is January, we will still help — see below.

£95 rush fee, January only

Seen from above: hands typing on a laptop on a pale wooden desk, beside a mug, a notebook and headphones.

Who does your return

Four bookkeepers, one of them yours

You get a named person who does your return every year, answers the phone and remembers that you started teaching on Thursdays. No app to learn, no chatbot, no "your adviser has changed".

Self-assessment return£320 a year

With a rental property£410 a year

Paid inone go, or £30 a month

Questions during the yearfree, however many

If the tax office writeswe answer it

Who we are for

Freelancers, sole traders, people with a side line or a flat they let. Not limited companies; we send those to a friend.

What we will not do

Schemes. If someone has told you how to pay no tax, we are not the people to ask.

A tired-looking woman in a green shirt leaning back on a sofa with a laptop on her knees.
A calculator resting on a page of handwritten sums.

Before you send us anything

  1. Your tax reference, from any old letter.
  2. Your bank statements for the year — all of them.
  3. Invoices you sent, even the ones not paid yet.
  4. Receipts for anything you bought for work.

What we do not need: a tidy spreadsheet. If you have one, lovely; if not, the statements tell us more.

If you are already late: tell us how late. A late return is fixable and the fines are smaller than people fear. Filing it is always better than waiting.

Book a first call