Self Assessment Package Comparison
Essentials
Simple returns
Basic
Turnaround 7-10 days
£120 - £160
Self Employed
Sole traders
Detailed
Turnaround 5-7 days
£180 - £260
Landlord
Property income
Detailed
Turnaround 5-7 days
£200 - £300
Director Pro
Directors / Contractors
In-depth
Turnaround 5 days
£250 - £350
CIS Complete
CIS workers
Refund-focused
Turnaround 5-7 days
£150 - £220
Priority
Add on
Turnaround 48 hours
+£75
Package 1 - Essentials
For individuals with simple tax returns
£120 - £160
Best for:
Employed individuals with additional income
Dividend income under one company
Savings / interests income
Low-complexity returns
Includes:
Full SA100 completion
Review of PAYE records
Tax calculation summary
HMRC submission included
Package 2 - Self-employed / Sole Trader
For freelancers, contractors, sole traders £180 - £260
Includes:
SA100 + SA103 (Self-employed pages)
Income & expense review
Basic expense optimisation
Simple bookkeeping review (up to 200 transactions)
Advice on allowable business expenses
Tax efficiency recommendations
Optional add-on: book-keeping tidy up (see below)
Package 3 - Landlord / Property Income
For those earning rental income £200 - £300
Includes:
SA105 Property Income pages
Capital allowance review
Mortgage interest deduction checks
Review of allowable property expenses
Multi-property options available
Add: £40 - £60 per additional property schedule
Package 4 - Director / Contractor Pro
For limited company directors, contractors and higher complexity earners £250 - £350
Includes:
SA100 + relevant supplementary pages
Dividend review & reconciliation
Salary / dividend strategy review
Detailed expense review
Year-round support (email queries)
Great for PSC contractors, consultants or part-time directors
Package 5 - CIS Worker Complete
For construction industry scheme workers £150 - £220
Includes:
CIS refund calculation
SA100 + SA103
Review of expenses typically claimed (travel, tools, PPE, etc.)
Maximum refund optimisation
Premium Package
Priority Turnaround (48 hours) Add-on to any package +£75
For clients submitting documents in January or needing urgent filing
Additional Add-ons (optional)
Bookkeeping tidy up: From £60 - £200 depending on volume
Multiple income streams: Add £40 - £70 per additional stream (e.g., foreign income, crypto trading, Airbnb, multiple self-employments)
HMRC Enquiry Support: £100 - £300 per enquiry (or yearly protection package at £80/yr)
Tax Planning Consultation (30 mins): £60
Personalised tax efficeincy recommendations.
