Year-End Review
Included for clients (once per year)
A Year-End Review provides an opportunity to discuss your accounts or tax return before they are finalised and submitted to HMRC.
During the review we will explain the key figures, discuss any tax liabilities or refunds, and ensure you fully understand the position before filing. It is also an opportunity to raise any questions and discuss any matters relating to your business or tax affairs.
The review also gives us an opportunity to highlight any points that may be relevant for the year ahead and ensure there are no surprises before submission.
During the Year-End Review we may discuss:
- limited company accounts
- sole trader accounts
- personal tax returns
- any tax payable or refunds due
This review is included for existing clients once per year as part of our service.
Most reviews take around 30–60 minutes depending on the matters being discussed.
Choose how you would like to meet
You can book your Year-End Meeting in the format that suits you best.
🏠︎ In-store meeting
Meet with us at our office in Weston-super-Mare.
🎦 Online Meeting (Microsoft Teams)
Meet with us remotely via Microsoft Teams.
📞 Telephone Consultation
If you prefer, we can speak by telephone at a convenient time for you.
Booking Information
Please note that we will check whether this meeting is included in your service or if your annual meeting allowance has already been used. If a charge applies, we will contact you before confirming the meeting.
Still unsure which MTD plan fits?
A short call can save you time and prevent choosing the wrong level of support.
