Engagement terms

A package is a subscription that covers the work set out in the comparison table: a named accountant, a reply within one working day, and the returns and filings for the tier you choose.

One of our chartered accountants or advisers looks after your work. When you join, we match you with the person best suited to your business, and you can ask to change at any time.

• Sole trader package: your Self Assessment return, Making Tax Digital quarterly updates and a named accountant.
• Limited company package: year-end accounts, Corporation Tax, a director's Self Assessment return and payroll for two.
• Growing business package: everything a limited company needs, plus VAT returns, payroll for ten and quarterly reviews.

We need accurate records and information from you, kept up to date, so we can prepare your returns and give you sound advice.

You are responsible for the figures you give us and for sending them in good time before a deadline. If something arrives late, we will tell you what it means for a filing date.

Packages bill on your card every month or once a year, whichever you choose when you join. All prices include VAT.

Calls, fixed-fee services, templates, guides and print are paid at checkout, by card or bank transfer.

If you need work beyond your package, we quote the extra fee before we start, so there are no surprise invoices.

You can cancel a package from your account at any time. Your package runs to the end of the period you have paid for, and does not renew after that.

Nothing is delivered on renewal: a package is our time and work, not a product that is shipped.

A call is 30 or 60 minutes with one adviser, by video, phone or at our office, chosen when you book.

Please book at least one working day ahead. To move or cancel, do it from your account at least one working day before your call.

There is no cancellation fee. Calls run to time, with a short gap between each.

Self Assessment return and Company setup are fixed-fee services: one price for the whole job.

You book the onboarding call to begin, and we do the work described on the service page afterwards.

You remain responsible for your own tax affairs and for your books. We prepare and file returns using the records and information you give us.

Your accountant tells you which dates apply to you.

We keep your information confidential and use it only to provide the services you have asked for.

We share it only where the law requires or where you ask us to, for example with your previous accountant for a handover.

Either of us can end the engagement. If you end a package, it runs to the end of the period you have paid for.

When we finish working together, we hand over your records on request and explain any further steps.