Self-Employed & Sole Trader Returns
Your self-employed
tax, handled properly.
Tailored preparation for freelancers and sole traders — covering income, allowable expenses, and a short planning note so you can budget for what's due with some confidence.
What this service delivers
What you walk away with
Running your own work means the tax side falls entirely on you. This service is built to take that off your plate — not just by filing a return, but by helping you understand what went into it, what you can legitimately claim, and roughly what to expect in the year ahead.
A complete, filed return
Income and expenses reviewed, deductions considered, return drafted, walked through with you, then submitted with a copy for your records.
A forward planning note
A brief written note on what to keep an eye on through the coming year — so next season is a little less of a scramble.
Clearer picture of your tax
You'll understand roughly what you owe, why, and how to plan your income and expenses more smoothly going forward.
What freelancers often deal with
The tax side of self-employment is genuinely complicated
When you work for yourself, nothing is automatic. No employer sets money aside for you, no payroll department deals with the filings, and no one sends you a neat summary at the end of the year. You're responsible for tracking income across clients, figuring out what expenses are allowable, and making sure everything is reported in the right way.
Most self-employed people manage it — but not without some stress, and often not without leaving something on the table. The rules around deductible expenses aren't always obvious, and the records you're expected to keep through the year aren't always made clear until it's too late.
Things self-employed filers commonly encounter:
- – Uncertainty about which business expenses are legitimately deductible
- – Income from multiple clients or sources recorded inconsistently
- – Home office, equipment, and travel costs treated incorrectly
- – No clear sense of how much to set aside for what's due
- – Record-keeping that worked fine at the time but is hard to piece together later
How we approach it
Preparation that reflects how you actually work
This service is designed specifically for freelancers and sole traders. It takes into account that your income may come from several places, that your expenses are a mix of obvious and less obvious items, and that the picture changes year to year depending on how your work has gone.
We go through income, allowable expenses, and any relevant deductions carefully — not by applying a standard template, but by looking at what's actually there. The planning note at the end gives you a clearer sense of what records to keep and roughly what to budget for, so you're not starting next year with the same uncertainty.
Everything is explained as we go, and the return is only filed once you've seen the draft and are comfortable with what's in it.
The process
From first message to filed return
You get in touch
A short message is all that's needed. We'll confirm this is the right service for your situation and let you know what to pull together.
You send across your records
Income figures, expense records, any relevant receipts — we'll check what's there and ask if anything is needed before we start preparing.
We prepare and review together
The return is drafted with income and expenses reviewed carefully. We walk through it with you, explain what's been included and why, and answer any questions.
You receive your planning note
A short written note on what to track through the year, how to record things cleanly, and roughly what to budget for based on your current position.
The return is filed
Once you're satisfied, the return is submitted and you receive a full copy for your records.
The investment
What it costs and what you get
USD 290
Self-Employed & Sole Trader Return
One fixed price. No hourly billing, no surprise add-ons. The cost is confirmed before we begin and doesn't change.
Get startedWhat's included:
- ✓ Tailored preparation of your self-employed return
- ✓ Review of income across all sources
- ✓ Careful consideration of allowable expenses
- ✓ Plain-language walkthrough of the completed draft
- ✓ Adjustments made until you're comfortable
- ✓ Filing of the final return
- ✓ A short planning note for the year ahead
- ✓ A copy of your return for your records
How we work
A measured, thorough approach
Self-employed returns require more attention than standard personal filings — there are more variables, more judgement calls, and more records to work through. The approach here reflects that.
Expenses reviewed properly
We go through your expenses item by item, applying the relevant rules rather than defaulting to whatever seems safe. Nothing reasonable gets left out.
Income treated accurately
Income from multiple clients, platforms, or sources is accounted for correctly — in the right categories, without confusion or duplication.
A realistic timeline
Self-employed returns typically take a little longer than standard ones. We'll give you a clear estimate when you get in touch, and keep you informed if anything changes.
Honest expectations
The planning note gives you a realistic picture, not an optimistic one. We'd rather you plan for what's actually likely than be caught out later.
Our commitment
Nothing filed until you're ready
The review step isn't a formality — it's a genuine chance for you to go through the return, ask about any figure you don't recognise, and flag anything that doesn't look right. We make adjustments until you're comfortable, and only file when you say so.
You see and approve the complete draft before anything is submitted
Adjustments are part of the service — no extra charge for revisions
Initial conversation to confirm this is the right service carries no obligation
Post-filing questions answered without additional charge
Getting started
What to have ready
You don't need everything sorted before you reach out — a message with a brief overview of your situation is enough to start. Once we've confirmed this is the right fit, we'll tell you exactly what to gather.
Typical documents for a self-employed return:
Records don't need to be perfectly organised — we'll work with what you have and let you know if anything else is needed.
Self-Employed & Sole Trader Return — USD 290
Ready to have your self-employed tax sorted?
Send a message and we'll confirm whether this is the right service for your situation. No pressure, no commitment at this stage.
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