Service
Tax Return Preparation
Returns prepared from reconciled books, reviewed by a Chartered Accountant, and tracked against the filing calendar from the start of the year rather than the last fortnight of it.
Scope
What the engagement covers
Scoped in the proposal and priced against it. Nothing outside this list is billed without you agreeing to it first.
- UK Corporation Tax (CT600) and Self-Assessment
- UK VAT returns and Making Tax Digital submissions
- US federal and state corporate and partnership returns
- US sales tax filings across multiple states
- Canadian T2 corporate and T1 personal returns
- Canadian GST/HST returns
- Supporting schedules and workpapers
- Deadline calendar with early reminders
What changes
What you stop dealing with
- Deadlines tracked from January
- Filing dates are managed across the year with early document requests, so nothing depends on a last-minute scramble.
- Prepared from clean books
- Returns come out of a reconciled ledger, which is why they don't generate a round of corrections.
- Reviewed before submission
- Every return is checked by a Chartered Accountant against the supporting schedules.
Rhythm
How it runs month to month
- Ongoing
- Deadline tracking and document requests ahead of each filing
- Per filing
- Preparation, review, your approval, submission, filed copy
- Annually
- Position review and planning conversation before year-end
Available in
Other services
Bookkeeping
Daily transaction recording, reconciliation, and books that are current.
Accounting
Monthly management accounts and year-end financial statements.
Payroll Processing
Accurate, on-time payroll with statutory filings built in.
Back-Office Support
AP/AR, cash-flow forecasting, migrations and virtual CFO input.
Get started
Want tax return preparation off your plate?
Book a free call and we will review your books, your software and your filing position at no cost.
Thirty minutes · No obligation · Free financial health review