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Self Assessment Tax Return

Thanks for reaching out to us for support with your Personal Tax return

Can we help with your personal tax return? Sometimes!

Please work through the questionnaire and we will come back to you to confirm if we can help and provide an idea on the associated fees. We are taking on clients for the 2025/2026 season, our fees start from £499 (including VAT).

Please fill out the form

About You

We’d really appreciate it if you would take a few minutes to complete some details about you.

Your first name(Required)

Your surname(Required)

Your email address(Required)

What's the best contact number for you?(Required)

How did you find us? Please let us know if someone recommended us, as we always like to say thank you!(Required)

Do you have a personal UTR number already?(Required)

About Your Personal Tax Return

For which personal tax return are you currently looking for help on?

For your personal tax return, do you know which aspects you need to complete?(Required)

Employment information to be declared

Self-employment information to be declared

Dividends to be declared

Pension income

Pension payments - reclaiming additional tax relief

Pension allowance calculations

Property income

Capital gains to be declared

Child benefit declaration

Outstanding student loans

Gift aid payments

Tax avoidance schemes to disclose

Partnership information to be declared

Interest received from banks or building societies

EIS schemes to be declared

Other

I have no idea

Do you currently work with an accountant?(Required)

If you've been working with an accountant, what's the reason you're thinking of moving away from your current accountant? (If you don't mind us asking - please put n/a if not relevant.)

If there was one thing you could change about the way you interact with your existing/previous accountant, what would that be? (Please put n/a if not relevant)

Your Tax and Planning

Have you paid payments on account in the year?(Required)

Do you have any idea if you are going to owe tax against this personal tax year?(Required)

If you think you may owe tax, do you have money put aside for this?(Required)

IF you are you on a payroll scheme AND IF the tax owed were below a certain level, would you want to pay it via future payroll rather than paying it as a lump sum?(Required)

Would you like to be more proactive in the future and consider your personal tax position ahead of the year-ending?(Required)

Anything else you want to tell us?

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Iceberg Accounting Limited. Registered Office: 23 Pipers Avenue, Harpenden, Herts. AL5 1HB.

Email: libby@icebergaccounting.co.uk
Phone: 01582 82 55 85

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Company Registration Number: 08935459. Registered in England & Wales