Self Assessment (SA100)

  • Employees, sole traders, landlords & investors
  • Gather P60/P45, dividends, interest, rental & other income
  • We register you for SA if needed and e‑file with HMRC

Crypto Tax Reports

  • Wallet & exchange CSV/API reconciliation
  • Capital gains, staking/yield, NFTs, airdrops
  • Clear audit trail and CGT optimisation

Property & Landlord Returns

  • UK & overseas property schedules
  • Mortgage interest rules, allowable expenses
  • MTD ITSA readiness guidance

Capital Gains Tax (CGT)

  • Shares, crypto, second homes & other disposals
  • Annual exemption planning & loss harvesting
  • Real‑time CGT if applicable

Residency & Foreign Income

  • Split‑year, remittance basis, treaty relief
  • Foreign dividends, interest & employment
  • Double‑tax relief calculations

HMRC Enquiries & Amendments

  • Respond to compliance checks & penalties
  • Overpayment relief and late filing support
  • Amend prior returns (within time limits)

Form 1040 & State Returns

  • Wages, Schedule C/E, investments
  • Multi‑state filings & credits
  • Secure e‑file & portal review

Crypto Gains & Income

  • Cost basis & exchange reconciliations
  • Staking/NFT/airdrops treatment
  • Form 8949 summaries

Foreign Reporting (FBAR/FATCA)

  • FinCEN 114 & Form 8938 filing
  • Foreign tax credit (1116)
  • Bank/asset documentation guidance

ITIN/EIN Guidance

  • Eligibility check & paperwork
  • Certified Acceptance Agent referrals
  • IRS appointment prep

Amended Returns & IRS Notices

  • CP2000 & audit support
  • Penalty abatement requests
  • 1040‑X preparation

Tax Residency Certificate (TRC)

  • Eligibility assessment
  • Document preparation & portal filing
  • Bank & immigration packs

Freelancer/Sole Permits

  • Permit selection guidance
  • Bookkeeping & invoicing setup
  • Income documentation for banks

VAT (where applicable)

  • Threshold checks & registration
  • Quarterly returns
  • Record‑keeping & invoicing rules

International Coordination

  • Residency & treaty relief
  • CRS/banking queries
  • Link with home‑country filings

Year‑End Accounts & CT600

  • Statutory accounts, tax comps & e‑filing
  • R&D relief & capital allowances review
  • Registered agent with HMRC & Companies House

Bookkeeping (QBO/Xero)

  • Bank rules, reconciliations, month‑end close
  • Receipt capture & real‑time dashboards
  • Migration & clean‑up of legacy books

VAT (MTD)

  • Registration, scheme selection (FRS/standard)
  • Quarterly returns & digital links
  • Import VAT/C79s & EU/GB trade guidance

Payroll & CIS

  • RTI submissions, pensions/auto‑enrolment
  • Subcontractor verification & CIS returns
  • Payslips, P60/P45 & year‑end forms

Management Reporting

  • Cash flow, budgets, KPIs & board packs
  • Unit economics & variance analysis
  • Quarterly reviews and planning

Company Secretarial

  • Confirmation statements & PSC updates
  • Director/share changes & minutes
  • Registered office & mail handling

E‑commerce & Crypto Accounting

  • Shopify/Amazon/eBay integrations
  • Gateway & FX fees, multi‑currency ledgers
  • Wallet tracking & revenue recognition

Entity Setup & Elections

  • LLC/Corp formation guidance
  • S‑Corp (2553) timing & impact
  • Operating agreement & EIN setup

Federal & State Returns

  • 1120, 1120‑S, 1065
  • Franchise & gross receipts taxes
  • State apportionment & credits

Sales Tax Nexus

  • Economic nexus reviews
  • Marketplace facilitator rules
  • Registrations & monthly filings

Monthly Close & Bookkeeping

  • AR/AP, inventory & COGS
  • E‑commerce integrations (QBO/Xero)
  • Clean‑up & catch‑up projects

Payroll & Contractors

  • Multi‑state payroll & W‑2s
  • 1099‑NEC compliance
  • Benefits & reimbursements setup

CFO & Reporting

  • Forecasts & runway/burn
  • Unit economics & dashboards
  • Board reporting cadence

Corporate Tax (9%)

  • Registration & computations
  • SME/FZ qualifying income review
  • Group relief & elections

VAT (5%)

  • Registration & returns
  • Refund claims
  • Voluntary vs mandatory registration

Accounting & Bookkeeping

  • IFRS‑compliant ledgers
  • Management accounts & reviews
  • System setup & workflows

ESR & UBO Compliance

  • Activity assessment & notifications
  • ESR reports
  • UBO registers & filings

Payroll & WPS

  • MOHRE onboarding
  • WPS processing
  • Leave & benefits policies

Formation & Amendments

  • Mainland & Free Zone guidance
  • Licence renewals
  • Changes of activity/shareholders