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
We are literally just signing up with CASS accounting but already we are seeing benefits for our business and have received such a brilliant level of service from our first enquiry to making our decision. We had met Paul at networking events and we could see how knowledgeable he was but also how friendly and supportive he is and this is exactly what we have received so far. The systems are so organised we know we are in very good hands and we are really excited about what this will mean for us and our business. It really does feel more than accountants, or more than the numbers as CASS say. As a smaller business, we feel we are missing on strategic support and feeling like we have a plan and already feel better about this. Thanks so much, Paul and team. We're really excited to be on board with you and for the future! Hope we're not too much work haha
Penny Kay
2 months ago
⭐⭐⭐⭐⭐ The team at CASS have made me feel welcome and at ease from day one. As a business owner, having people I can trust to take care of the accounting side of things takes a huge weight off my shoulders and gives me more time to focus on growing my business. Professional, approachable and supportive—I couldn’t recommend them highly enough. If you’re looking for an accountant who makes everything feel less daunting, you’ll be in great hands with CASS!
Anthony Fletcher
3 weeks ago
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
7 months ago