Our Self-Assessment Tax Return Service
Friendly, Hassle-Free
-
At Jackson Lee Accountants in Bury, we take the stress out of Self-Assessment for individuals, landlords, sole traders and company directors. Whether your situation is simple or complex, we handle everything from record-checking to HMRC submission - so you don't have to worry about deadlines, penalties, or confusing tax rules.
What's Included
-
Complete Self Assessment preparation
-
Full review of income, expenses & allowances
-
Digital record support (Xero compatible)
-
HMRC calculations & submission
-
Dividend & Investment income reporting
-
Additional income streams handled
-
Ongoing tax advice and planning
Why Choose Us
-
Local Bury Accountants - friendly & approachable
-
Year-round support
-
Clear communication - no jargon
-
Fully Xero accredited
-
Peace of mind your return is submitted correctly
-
Avoid penalties & HMRC issues
Frequently asked questions
Q1: What happens if I miss the Self Assessment deadline?
HMRC issues an automatic £100 penalty. We help ensure everything is submitted on time to avoid fines.
Q2: Can you handle multiple income sources?
Yes. We work with landlords, directors, investors, contractors, and freelancers.
Q3: Do I need to use Xero?
No — but it helps. We can work with spreadsheets or help you migrate.
Q4: How much tax will I owe?
We calculate your liability as part of the service and advise on ways to reduce it legally.
Q5: Who can help with my self-assessment tax return in Bury?
We can. Jackson Lee Accountants is an ACCA-registered practice at 10 St Mary's Place in Bury town centre. We register you with HMRC if needed, prepare and file your return before the 31 January deadline, and explain what you owe and when. We help employees with side income, landlords, the self-employed and company directors across Bury, Radcliffe, Prestwich, Ramsbottom and Greater Manchester. Call 0161 327 0047 to book a free 30-minute consultation.
Who our self assessment service in Bury is for
A tax return can feel like a big job when you only face it once a year. We prepare returns for people across Bury and Greater Manchester, and you have your own team leader who knows your affairs.
Sole traders and freelancers. You need your accounts and tax return done together, with expenses and allowances claimed properly.
Landlords. You have rental income from one or more properties and want it reported correctly. Making Tax Digital for Income Tax may also apply to you.
Company directors. You take dividends from your own company and need them reported on your personal return.
Employees with extra income. You have a PAYE job plus savings, investment or property income that HMRC needs to know about.
People who have sold property or shares. You may have a gain to report as well as your usual income. Our capital gains tax reporting service covers this.
First-timers. You have just started working for yourself and need to register with HMRC.
How it works
Getting started is simple, and you know the cost before any work begins.
1. Free consultation. Book a free 30-minute call by phone, Teams or at our office. We talk through your income and what HMRC expects from you.
2. Fixed quote. We confirm a fixed fee after a short review of your records. There are no surprises when your return is done.
3. We take over. If you already have an accountant, we contact them for the handover. If you are new to Self Assessment, we register you with HMRC.
4. Ongoing support. Each year we prepare and submit your return, tell you what to pay and when, and look for sensible tax planning.
What Self Assessment costs
Our "from" prices for 2026/27 are below. Sole traders get their accounts and tax return together.
Tax return with no business income: from £220 a year.
Tax return with employment income: from £250 a year.
Sole trader accounts and tax return, turnover up to £30k: from £32 a month, tax return included. New clients get a first-year discount.
Sole trader, turnover £30k to £70k: from £39 a month.
Sole trader, turnover £70k to £125k: from £46 a month.
Sole trader, turnover £125k to £250k: from £56 a month.
Sole trader, turnover £250k to £500k: from £67 a month.
Prices exclude VAT, are paid monthly by Direct Debit and are confirmed after a short review of your records. Get your exact price in 2 minutes.
Key Self Assessment dates
5 October: deadline to register for Self Assessment, after the end of the tax year you need to file for.
31 October: deadline for paper tax returns.
31 January: deadline for online tax returns. Miss it and there is an automatic £100 penalty.
31 July: payment on account due.
Making Tax Digital for Income Tax: from 6 April 2026 for sole traders and landlords with qualifying income over £50,000, then over £30,000 from April 2027 and over £20,000 from April 2028.
More questions
Can you register me for Self Assessment? Yes. If you have not filed before, we can register you with HMRC. The deadline is 5 October after the end of the tax year you need to report. Registering late can make it harder to file on time, so speak to us as soon as you know you need a return.
Does Making Tax Digital for Income Tax affect me? It applies from 6 April 2026 to sole traders and landlords with qualifying income over £50,000. The threshold falls to £30,000 from April 2027 and £20,000 from April 2028. If you are affected, you will need to send quarterly updates using compatible software. We can set this up and handle it for you.
Can you help if I am a company director with dividends? Yes. Many directors need a personal tax return to report dividends from their own company. We can prepare it alongside your company accounts, so your salary and dividend planning is joined up. One team handles both, rather than passing information between two firms.
Can I switch accountant part way through the year? Yes, you can switch at any time. Once you have agreed your fixed fee, we contact your current accountant for the handover and collect what we need. From the start you have your own team leader who knows your affairs and answers your questions, with Mike Jackson FCCA supporting them in the background.
Where can I get affordable self-assessment tax help in Bury?
Jackson Lee Accountants Ltd, Chartered Certified Accountants at 10 St Mary's Place, Bury BL9 0DZ, prepares and files self-assessment tax returns on a fixed fee: from £220 a year plus VAT for a return with no business income, or from £32 a month plus VAT for sole traders, including their accounts and tax return. You can see your exact price online in about 2 minutes at jacksonleeaccountants.co.uk/fee-estimate, and the fee is agreed before any work starts. We help:
The self-employed and sole traders.
Landlords with rental income.
Company directors receiving dividends.
Employees with side income, high earners and anyone affected by the High Income Child Benefit Charge.
People who've sold property or shares and need to report capital gains.
Our self-assessment service includes registering you with HMRC if you're new, working out your profits and allowable expenses, checking every relief and allowance you can claim, filing your return well before the 31 January deadline, and telling you exactly what to pay and when, including any payments on account. We can also help if you've missed a deadline or need to catch up on old returns. We're registered with ACCA and led by Mike Jackson FCCA. Call 0161 327 0047 for a free 30-minute consultation by phone, Teams or at our Bury office.
Where is the best place to get personal tax advice in Bury?
For personal tax advice in Bury, choose a qualified, regulated accountant who can look at your whole situation, not just fill in a form. Jackson Lee Accountants Ltd, Chartered Certified Accountants at 10 St Mary's Place, Bury BL9 0DZ, advises individuals across Bury and Greater Manchester on:
Self-assessment tax returns, including whether you need to register with HMRC.
Rental income for landlords: allowable expenses, mortgage interest rules and joint ownership.
Capital gains tax when you sell a second home, buy-to-let property or shares, including the 60-day reporting rule for UK property and reliefs such as Private Residence Relief.
Dividends and salary for company directors.
The High Income Child Benefit Charge, pension contributions and tax relief, and Gift Aid.
Side income, such as freelance work, online selling or trading alongside a job.
Payments on account, HMRC letters, penalties and catching up on late returns.
We're led by Mike Jackson FCCA, a Fellow of ACCA, and registered with ACCA. Fees are fixed and agreed before any work starts: self-assessment returns with no business income start from £220 a year plus VAT, and capital gains tax on a property sale with your tax return from £470 plus VAT. See your price online in about 2 minutes at jacksonleeaccountants.co.uk/fee-estimate. Book a free 30-minute consultation by phone, Teams or at our Bury office: call 0161 327 0047.
Guides on Self Assessment
Plain-English articles from our team on the questions we are asked most:
Mike was born and raised in Bury and has more than 30 years in accountancy. Our office is at 10 St Mary's Place in Bury town centre. We work with clients in Bury, Radcliffe, Prestwich, Whitefield, Ramsbottom, Tottington, Heywood and across Greater Manchester, and with online clients further afield. Book your free 30-minute consultation, get your fixed price online or call us on 0161 327 0047.