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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.

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Personal Tax & Self Assessment

What's Included

Self assessment tax returns prepared and filed with HMRC
Your liability calculated early, so you can plan for the payment
Every allowable expense, allowance and relief claimed
Directors, sole traders, landlords and multiple income sources
Late or missing returns brought back up to date
We deal with HMRC on your behalf, with your authority
Payments on account explained, not just billed
Reminders ahead of 31 January and 31 July — you'll never be caught out

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

31 January following the end of the tax year for online filing and for paying any tax owed, with a second payment on account due 31 July if it applies to you. We aim to have your return done well before then, so you know the number in advance rather than in the last week of January.

Yes. Filing is the mechanical part. The value is in what we spot while doing it — expenses being missed, a more efficient way to take income, a payment on account that could be reduced. We'll raise those things rather than wait to be asked.

Yes, and it's more common than you'd think. We'll work out exactly what's outstanding, bring the returns up to date, deal with HMRC on your behalf and help you get penalties and interest under control. No lectures.

It depends on how complicated your position is — a straightforward return with one income source is very different from a director with property and investments. We'll give you a fixed price up front before any work starts, so there's no hourly meter running. Our pricing page explains how we work.

No. We look after personal tax clients across Tamworth, Cannock, Lichfield, Sutton Coldfield, Birmingham and further afield. Everything can be handled by email, phone or video, and you're welcome at the office in Amington if you'd rather do it face to face.

Yes — that's the whole point of starting early. You'll have the figure and the deadline in plenty of time to set the money aside.

We don't believe in one-size-fits-all pricing. Your fee depends on the support you actually need — the size of your business, how many transactions you have and the services you'd like. We'll always give you a clear, fixed quote up front with no hidden extras, so you know exactly where you stand before committing to anything.

Yes. Most of our clients prefer a fixed monthly fee spread evenly across the year, so there are no surprise bills and you can budget with confidence. We agree the scope together and only revisit it if your needs genuinely change.

Yes — we're a Xero Platinum Partner and work in Xero every day. If you're not on Xero yet, we can handle the full migration and training for you so the switch is completely painless.

Not at all. You can switch to CASS at any point in your financial year. We'll take care of the professional handover with your previous accountant and make the transition smooth and stress-free.

Let's Talk About Your Business

Every business is unique, which is why we don't believe in one-size-fits-all pricing. 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. We'll discuss your business, answer your questions and provide a tailored quotation based on the support you actually need. No pressure. No obligation. Just honest advice from people who genuinely want to help your business succeed.

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Trusted by local businesses

What our clients say on Google

4.7 out of 5 · 47 reviews

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

5 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

2 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

4 months ago

Read all our Google reviews

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