Making Tax Digital Essentials

What this includes

Includes:

• MTD set-up support

• FreeAgent/Xero set-up check

• Quarterly deadline reminders

• Light support during the year

• End-of-year Self Assessment submission

Who this is for

Best for sole traders, landlords and small side-business owners who already keep tidy records in FreeAgent or Xero.

This suits people with simple income and expenses, low transaction numbers, and the confidence to handle their own quarterly MTD submissions.

What working with me looks like

How it works

1. Kickoff - Data checklist sent, engagement letter signed, access to records arranged.

2. Setup - Cloud accounting basics sorted if needed, tax reserve baseline calculated.

3. Annual cycle - One check-in per year, accounts and returns prepared and filed on deadline.

You get a clear checklist of what I need and when. Your accounts are prepared, reviewed in a short call where I explain what changed, and filed on deadline. You know exactly what you owe HMRC and when it's due. No surprises, no late fees, no unnecessary meetings.

Why work with me

I'm FCCA qualified with 15 years across Big 4 and Top 100 firms. I've worked on everything from complex PE-backed groups to straightforward owner-managed businesses. I know what good records look like and I know when something doesn't add up.

You get senior-level knowledge without the senior-level fees. I don't pass your work to a junior. I do it myself and I do it properly.

Your investment

From £150-£500 + VAT per month

Price depends on whether you're a sole trader or limited company, VAT registration status, CIS status, and how tidy your records are. Fixed monthly fee agreed up front.

I'm interested in the Making Tax Digital Essentials package

Please tell me a little bit about your business and I'll get back to you.

Need another service?

I work with UK businesses and individuals across a range of circumstances.

View business services or view individual services to see if another package fits your situation better.