Accounting and Tax Preparation in Wirral

Why Choose APH for Tax Preparation

• Comprehensive service – We handle both your accounting and tax preparation, ensuring everything works together seamlessly.
• Maximise tax efficiency – We don’t just prepare returns, we plan proactively to minimise your tax burden legally.
• No missed deadlines – We submit all returns and accounts on time, avoiding penalties and interest charges.
• Year-round support – Tax preparation isn’t just January. We provide ongoing advice throughout the year.
• Fixed fees – Transparent pricing with no hidden charges. Know exactly what you’re paying.

Our Tax Preparation Services

• Self Assessment Tax Returns – Personal tax returns, sole trader returns, partnership returns, rental property income, investment income.
• Corporation Tax – Limited company tax returns, corporation tax calculations, tax planning, R&D tax credits, capital allowances.
• Year-End Accounts – Statutory accounts, management accounts, financial statements, Companies House filing, tax computations.
• Tax Planning – Income tax planning, corporation tax strategies, capital gains planning, inheritance tax advice, pension strategies.
• HMRC Compliance – Deadline management, payment on account, tax code checks, HMRC correspondence, dispute resolution.
• Bookkeeping to Tax – Monthly bookkeeping, quarterly reviews, year-end preparation, seamless tax preparation from accurate records.

What Clients Say

Mike Burke
“Excellent service helping out with my self-assessment. Dealt with Matt. Very efficient.”

Sean S
“Dave looked after me for the last two tax returns, would really recommend!”

Anna Cook (8 Years with APH)
“Matt is incredibly patient, helpful and very professional. As I moved between countries and had businesses in other countries as well as the UK, they made sure all changes were compliant.”

Who We Help

• Sole Traders – Self assessment, business expenses, tax planning, National Insurance, year-round advice.
• Limited Companies – Corporation tax returns, year-end accounts, dividend planning, director’s tax, strategic tax advice.
• Partnerships – Partnership tax returns, profit allocation, individual partner returns, capital accounts, tax planning.
• Landlords – Property tax returns, rental income and expenses, mortgage interest relief, capital gains on sales.
• High Earners – Personal allowance protection, pension planning, investment tax, tax-efficient structures.
• Individuals – Employment income, pension income, investment income, savings tax, tax code queries.

How Tax Preparation Works

• Step 1: Information Gathering – We send you a checklist of information needed. Income records, expenses, relevant documents.
• Step 2: Accounts Preparation – We prepare your accounts from bookkeeping records or information provided.
• Step 3: Tax Calculations – We calculate your tax liability, identify reliefs and allowances, optimise your tax position.
• Step 4: Return Preparation – We prepare all required tax returns and supporting documentation accurately.
• Step 5: Review and Approval – We explain your tax position, answer questions, get your approval before submission.
• Step 6: Submission – We submit returns to HMRC, provide copies, calculate payment dates, set up reminders.

Common Tax Preparation Questions

• When are tax deadlines? – Self assessment: 31st January (online), 31st October (paper). Corporation tax: 9 months + 1 day after year end.
• What records do I need? – Income records, expense receipts, bank statements, invoices, contracts. We provide detailed checklists.
• How far back can HMRC investigate? – Generally 4 years, up to 6 years for careless errors, 20 years for deliberate errors. Accurate preparation minimises risk.
• Can you catch up overdue returns? – Yes. We regularly help clients catch up with multiple years of overdue returns and negotiate with HMRC.
• How much does tax preparation cost? – Sole trader returns from £250, limited company accounts and tax from £600. Get a tailored quote based on complexity.

Frequently Asked Questions