Accounts & tax

Your accounts tell an important part of your business’s story. We help you understand what the figures mean, meet your obligations and plan for the tax ahead.

We prepare accounts and tax returns for companies, business owners and individuals, with advice that reflects your circumstances and priorities.

We're a Glasgow-based firm regulated by ICAS, with more than 60 years of combined experience across the team — enough to have seen most of what a growing business runs into.

How we can help

• Annual accounts for limited companies, sole traders and partnerships.
• Corporation tax calculations and returns.
• Self Assessment returns for directors, sole traders and landlords.
• Management accounts and financial reporting.
• Tax planning for your business and personal affairs.
• Correspondence with HMRC on your behalf.

A clear process, from records to submission

We agree the scope of our work, fees and timetable at the outset. You will know what information we need and when we need it.

We work through your records, resolve any queries and prepare your accounts and returns for review. Before anything is submitted, we explain the main figures, discuss any matters requiring attention and obtain your approval.

We also set out the tax payable and relevant deadlines, helping you plan your cash flow.

Advice beyond the figures

Your year-end is a useful opportunity to discuss how the business is performing and what you are planning next. Whether you are considering an investment, changes to the business or how to draw your income, we can help you understand the accounting and tax implications.

Moving from another accountant?

We explain the steps involved and liaise with your existing accountant to obtain the records we need. We agree responsibilities and check upcoming deadlines so the handover is properly managed.

Keeping your own records?

We can work with records maintained by you or your team. We will review your current arrangements and suggest practical improvements where they would help.

Key dates we plan around

Most deadlines are set by your year-end or the tax year, so the dates are predictable once we know your position. For a typical UK private limited company:

• Corporation tax is normally due 9 months and 1 day after the end of the accounting period.
• Statutory accounts are filed at Companies House within 9 months of the year-end.
• The Company Tax Return (CT600) is due 12 months after the year-end.

For individuals, an online Self Assessment return is due by 31 January following the end of the tax year, which is also when the balancing payment falls due. Payments on account, where they apply, are due on 31 January and 31 July. Your own dates may differ, so we confirm them in your timetable at the outset.

Who this is for

We work with owner-managed companies, sole traders, partnerships, landlords and directors with personal tax to organise. If you are not sure which of these applies to you, or you have a mix of company and personal income, we can explain how the pieces fit together before any work starts.

What we need from you

The information we ask for is usually straightforward: bank statements, sales and purchase records, details of any loans or assets, and anything you have received from HMRC. If your records are incomplete, tell us early and we will agree how to fill the gaps.

Useful guides

Making Tax Digital for Income Tax →

Scottish Income Tax versus the rest of the UK →

Changing accountant →

Preparing your year-end records →

Browse all guides →