Personal Tax & Self Assessment
Personal tax advice and self assessment returns for directors, sole traders and landlords in Tamworth, Cannock and across the West Midlands.
Whether you're a company director, sole trader, landlord or simply have income to declare, your tax return should be the least stressful thing you do all year. We prepare it accurately, file it on time, and make sure you claim everything you're entitled to — then tell you what you owe long before the money is due, so a January bill is never a January shock. We act as personal tax adviser to clients across Tamworth, Cannock, Lichfield, Sutton Coldfield and the wider West Midlands. Some come to us purely for the return; plenty stay because having someone who knows your position, watches the deadlines and answers the phone turns out to be worth far more than the filing itself.
What's Included
Who It's For
Our Personal Tax & Self Assessment service is ideal if you:
- Are a company director taking salary and dividends.
- Are self-employed or run a side business alongside a job.
- Receive rental income from one property or several.
- Have investment, dividend, foreign or capital gains income to declare.
- Have fallen behind on returns and want it sorted properly.
- Want a personal tax adviser who picks up the phone.
Why Choose CASS?
Most people don't want tax advice in the abstract — they want to know what they owe, when it's due, and whether they're paying more than they need to. That's the conversation we have. You get a named person who knows your circumstances rather than a different voice each January. We start your return early instead of chasing you in the last week of the month, so there's time to act on what we find rather than simply report it. And because we look after the business side too for many of our clients, the personal and company picture is planned together — profit extraction, dividends, pension contributions and timing — instead of being treated as two unrelated problems. If you're searching for a personal tax accountant near Tamworth, that's us: local enough to meet, set up to work entirely remotely if you'd rather not.
Frequently Asked Questions
More on personal tax & self assessment, answered
When must I register for VAT?
If you are UK-established: when your VAT taxable turnover in the previous 12 months exceeds £90,000 (checked at the end of each month), or when you expect to exceed it in the next 30 days alone. Registration deadlines and effective dates differ between those two tests, and exceptions apply — including for businesses not established in the UK. We can check which test applies and when you have to register.
Read the answerDo I need to register for Making Tax Digital for Income Tax?
It depends on your qualifying income in the reference tax year: over £50,000 in 2024/25 brought you in from 6 April 2026, over £30,000 in 2025/26 from 6 April 2027, and over £20,000 in 2026/27 from 6 April 2028. Qualifying income is combined gross self-employment and property income before expenses, and exemptions and exclusions apply. Our MTD checker gives an indication from the answers you give; we confirm it against your full circumstances.
Read the answerCan CASS deal with HMRC about VAT?
Yes, once authorised, we can communicate with HMRC about your VAT affairs within the scope of our engagement.
Read the answerCan CASS manage my MTD submissions?
Yes. We can help set up the records, maintain the bookkeeping and complete the required submissions as part of an agreed service.
Read the answerCan CASS prepare and submit my VAT returns?
Yes. We can prepare your VAT return from your accounting records, review it and submit it to HMRC with your approval.
Read the answer
Let's Talk About Your Business
Every business is different, so your price is built around your business and the services you need rather than put into a package. Whether you're looking for bookkeeping, payroll, tax support, Xero expertise or advice to help your business grow, we'd love to learn more about you. You can build an indicative price online in a few minutes, and we'll verify the detail and confirm it on a short Discovery Call. No pressure. No obligation. Just honest advice from people who genuinely want to help your business succeed.
What our clients say on Google
Absolutely fantastic service from the team at CASS, (especially Paul). Not only did they support us with our book-keeping/accounting and EPOS system, but they genuinely went above and beyond — even helping us out of hours and on a Sunday to get everything set up properly. Nothing was too much trouble, and their support has been a massive part of getting our pet shop up and running smoothly from day one. We couldn’t be happier with the service we’ve received and honestly couldn’t have done it without them. Thanks again Paul and the team at CASS — truly appreciated! X
Pet supplies Polesworth
6 months ago
Since starting our new business in 2026, Cloud Accounting Support Services has been fantastic. They have made everything so much easier to manage, and their support has always been there whenever we’ve needed help. We couldn’t have asked for a better accounting partner.
Andy Latham
3 months ago
Paul, Ali and the team are simply amazing. Every time I ask for help, someone comes back to me straight away, and I always feel supported. They take the stress out of accounts, explain things in a way I understand, and genuinely care about helping me get it right. Having an accountant like Paul gives me complete peace of mind, and that’s priceless when you’re running a business and wearing lots of hats.
Louise McCarthy
5 months ago