01244 220 062
Sole Trader & Self-Employed Specialists

Sole Trader Accountants
Across Chester, Wirral & Liverpool

We handle your HMRC compliance, allowable expenses, and proactive tax planning in plain English. Enjoy complete peace of mind while you focus on running your business—backed by transparent fixed pricing from £65/month, zero added VAT, and direct ACCA accountant guidance across Chester, the Wirral, and Liverpool.

From £65/Month (No VAT)
Zero Added VAT (Save 20%)
ACCA Regulated Practice
MTD for ITSA Ready
Comprehensive Compliance & Tax

Complete Accounting Services
for Sole Traders Across Chester, Wirral & Liverpool

Running as a self-employed professional shouldn't mean spending your evenings battling HMRC portals, missing deadlines, or overpaying tax. With fixed monthly packages from £65/month and zero added VAT, our ACCA-regulated team handles your complete statutory compliance and expense optimisation.

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Year-End Accounts & Profit Statements

We compile your invoices, receipts, and bank transactions into clear, compliant Profit & Loss summaries that reflect your true commercial trading position.

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Self-Assessment Tax Returns (SA100)

Full preparation and digital submission of your mandatory SA100 return directly to HMRC, guaranteeing your personal allowances and trading reliefs are claimed accurately.

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Allowable Expense Optimisation

We review every expenditure line to claim all legitimate business deductions—from simplified mileage and use-of-home allowances to tools, equipment, and training.

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Income Tax, NICs & HMRC Representation

We calculate your precise Income Tax and Class 4 NICs, ensure your State Pension credits are protected, and manage all HMRC communications directly on your behalf.

HMRC DIGITAL MANDATE

Making Tax Digital for ITSA Compliance

If your gross sole trader or property income exceeds £50,000, the traditional annual Self-Assessment process has been replaced by mandatory digital quarterly reporting. Sole traders earning over £30,000 must be fully compliant for the April 2027 rollout.

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1. Digital Record Keeping

Maintain digital accounting records and connected bank feeds using approved, MTD-compatible software (e.g. Xero).

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2. Four Quarterly Submissions

Submit digital summaries of business income and expenses to HMRC every 3 months, followed by a final year-end declaration.

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3. Complete Penalty Protection

Phillips & Co configures your digital links and reviews your quarterly submissions so you avoid late-filing penalty points.

How It Works: A Stress-Free Transition

Switching your sole trader accounts to Phillips & Co is structured, seamless, and completely friction-free.

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1. Transparent Fixed Quote

We review your business turnover and compliance needs to provide a binding fixed-fee proposal with zero added VAT—no phone calls required.

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2. Friction-Free Onboarding

We handle HMRC agent authorisation, register your filing details, and align your cloud bookkeeping under your 100% direct legal ownership.

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3. Year-Round Peace of Mind

Focus on running your business while we handle your quarterly MTD updates, year-end accounts, and tax returns with zero January panic.

Client Success Stories

Trusted by Sole Traders
Across Chester, Wirral & Liverpool

Do not just take our word for it. Read how our transparent, fixed-fee approach with zero added VAT has helped local freelancers, contractors, and tradespeople stay compliant, claim all allowable deductions, and completely eliminate their tax season stress.

“I have been with Phillips & Co since becoming self-employed in Chester. They are brilliant, efficient, and happy to answer my questions. I highly recommend them!”

Millie Katharine

Chester • Verified Google Review

“Fantastic accountants. Quick, informative, and nothing is too much trouble for Terry and his team. My annual Self-Assessment is highly cost-effective. Thank you.”

Gary Drew

Liverpool • Verified Google Review
Sole Trader Fee Packages

Clear, Fixed-Fee Pricing
for Sole Traders

We believe expert accounting should never come with surprise bills. Our transparent, fixed-fee monthly packages give you complete peace of mind, knowing your HMRC compliance, tax returns, and proactive advice are fully covered across Chester, Wirral, and Liverpool.

Whether you are just starting out, scaling your business, or preparing for the mandatory Making Tax Digital (MTD for ITSA) rollout (£50,000+ turnover live mandate, and £30,000+ preparing for April 2027), choose your transparent fixed-fee tier below.

20% OUT-OF-POCKET SAVINGS

Clear Pricing Guarantee: Flat Rates — No VAT Charged On Our Fees

Save 20% Out-of-Pocket: Unlike standard accountancy practices, Phillips & Co does not charge VAT on client fees. The price you see is the exact amount you pay—saving non-VAT registered sole traders 20% compared to standard practices.

Essential

Stress-Free Self-Assessment

£ 65 / month (No VAT)
  • Annual Accounts & Tax Return preparation
  • Dedicated local accountant for your business
  • Proactive reminders & year-round support
  • Allowable business expense claim optimisation

Growth

Built for Scaling Sole Traders

£ 95 / month (No VAT)
  • Every feature from our Essential package
  • Quarterly VAT Return filing & management
  • Integration with your direct software subscription
  • Ongoing growth & profitability guidance

MTD Compliant

Complete Peace of Mind

£ 145 / month (No VAT)
  • Includes every feature from Growth tier
  • 4x Quarterly MTD ITSA digital update filings
  • Final Annual Tax Declaration submission
  • Covers Quarterly VAT Returns if registered
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Important Bookkeeping & Software Information

Our fixed-fee compliance packages assume your digital transactions are fully reconciled prior to submission—either annually (Essential Package) or quarterly (Growth & MTD Compliant Packages). If your records require significant clean-up or unreconciled bank feeds need matching before a quarterly submission, a one-off Bookkeeping Rescue fee or quarterly top-up fee will apply.

💡 Note: Cloud accounting software subscriptions, such as Xero, must be held directly by the client to guarantee 100% direct data ownership.
Optional Upgrades

Customise Your Package: Payroll & CIS Add-Ons

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Payroll & RTI Submissions

£40.00 / month (No VAT)

End-to-end processing for 1–2 staff with monthly RTI and digital payslips. Single-employee / spouse payroll available at £35.00/mo.

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Monthly CIS Returns

£35.00 / month (No VAT)

Covers up to 5 subcontractors (+£3/mo per additional sub) with HMRC verification and deduction statements.

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PAYE or CIS Scheme Registration

£75.00 / One-Off (No VAT)

Official one-off HMRC employer scheme setup, accounts activation, and reference registration.