Chester Accountants: Personal Tax & Self Assessment Fees

This fee generally covers the expert preparation and prompt online filing of a standard UK personal Self-Assessment tax return (SA100) for individuals based in Chester. This includes reporting common income sources such as employment (P60/P11D), pensions, UK dividends, and basic bank interest, based on the details you provide.

Our standard individual fee is designed for straightforward Self-Assessment returns. If your circumstances are more complex – for example, involving multiple rental properties, significant capital gains disposals, foreign income, non-domicile considerations, or requiring in-depth personal tax planning – a bespoke quote reflecting the additional work may be necessary. Please discuss your specifics with our Chester accountants.

While you can file yourself, using Phillips & Co Accountants in Chester ensures your personal tax return is accurate and fully compliant with HMRC rules, minimising the risk of errors and potential penalties. We also ensure all relevant allowances and reliefs are claimed correctly, potentially reducing your tax liability, plus saving you significant time and stress compared to navigating the forms alone.

Yes, certainly. If you're living in Chester and unsure about your filing obligations (based on income level, type of income like self-employment or rent, etc.), our Chester accountants can quickly review your situation against HMRC criteria and advise if a Self-Assessment return is required. Feel free to contact us for clarification.

The key deadline for online Self-Assessment filing is 31st January after the tax year ends (5th April). To ensure a stress-free process and allow ample time for preparation, we strongly recommend providing your relevant income and expense details to our Chester office well before this deadline, ideally during the summer or autumn months.

Our primary focus is accurate compliance. However, as part of preparing your Self-Assessment, our tax advisors in Chester meticulously review your information to ensure all applicable tax reliefs (like those for pension contributions or Gift Aid donations) and personal allowances (including Marriage Allowance, if relevant) are correctly claimed, ensuring you pay only the tax legally due.

Getting started is easy. Contact our Chester office via phone, email, or our website contact form. We'll discuss your requirements, confirm the appropriate fixed fee for preparing your personal tax return (based on its complexity), explain what information we need, and outline our simple onboarding process. Contact Us.