Tax service directory for Cardiff
Tax Services in Cardiff for Individuals, Landlords and Businesses
Choose the work that matches your position, from an annual tax return to a property disposal, company filing or HMRC enquiry. We first identify the tax year, deadline, records and connected issues so the right service is scoped from the outset.
- Personal and property tax
- Company, VAT and payroll
- Tax advice before a decision
- HMRC enquiries and disclosures
Choose by the work required
Start with what needs to be prepared, checked or corrected
You do not need to diagnose the tax treatment before contacting us. The facts, records and deadline usually show which service is required and whether another return or calculation is connected.
An annual personal return is due
Use Self Assessment where income, gains or reliefs need reporting outside PAYE.
Self Assessment tax return service →Rent was received or a property was sold
Rental profits and a later disposal are separate calculations, although the records may overlap.
Landlord tax return service →A company or employer has filings to complete
Accounts, Corporation Tax, VAT, payroll and a director’s personal position should agree.
Corporation Tax service →A letter arrived or earlier income was missed
The letter, affected years and available evidence determine the response or disclosure route.
HMRC compliance check help →Cardiff service directory
Personal, property and business tax services in Cardiff
Each route below has its own page for the records, calculations and filing requirements involved. This page provides the overview; the specialist page provides the detailed answer.
For individuals and property owners
Personal and property tax
Annual filing
Self Assessment tax returns
Preparation and filing for self-employment, employment adjustments, dividends, pensions, investment income, gains and other income not fully taxed at source.
Self Assessment in Cardiff →Rental income
Landlord tax returns
Rental accounts and property pages covering income, allowable expenses, finance costs, joint ownership and missing rental income from earlier years.
Landlord tax in Cardiff →Asset disposal
Capital Gains Tax calculations
Gain calculations and reporting for residential property, second homes, shares and other assets, including a review of cost evidence and relevant reliefs.
Capital Gains Tax in Cardiff →Overseas sources
Foreign income tax returns
UK reporting for overseas property, employment, pensions, savings and investments, with foreign tax and the available supporting evidence reviewed.
Foreign income tax returns →For directors and small employers
Company, VAT and payroll
Limited companies
Corporation Tax returns
Company tax calculations and returns coordinated with the statutory accounts, expenses, dividends, payroll and director balances recorded for the year.
Corporation Tax in Cardiff →Indirect tax
VAT returns and digital records
VAT registration, return preparation, Making Tax Digital records and correction of identified errors for sole traders and companies.
VAT services in Cardiff →Employers
Payroll and PAYE services
Recurring payroll calculations, payslips, RTI submissions and PAYE administration for directors, employees and small employers.
Payroll services in Cardiff →Before the transaction or change
Decisions and business structure
Trading structure
Sole trader or limited company advice
A practical comparison of the tax filings, drawings, administrative work and commercial position involved in each structure.
Compare business structures →One-off decisions
Tax advice before taking action
Advice where the tax outcome depends on timing, ownership, a proposed transaction or the relationship between personal and company records.
Tax adviser in Cardiff →When HMRC or an earlier error is involved
HMRC enquiries and disclosures
Formal enquiry
HMRC tax investigations
Review of the enquiry, information requests and records before a clear, evidence-based response is prepared and agreed.
HMRC investigation help →Records check
HMRC compliance checks
Support with the opening letter, deadline, requested documents and tax treatment being checked by HMRC.
HMRC compliance check help →Earlier omissions
Tax disclosures
Calculations and disclosure work where rental income, foreign income, business profits, gains or another source was not reported correctly.
Tax disclosure services →Connected records
Tax work in Cardiff can cross personal, property and company records
The service may begin with one return, but the figures can depend on another record. We identify those connections before deciding the scope.
Professionals with more than one income source
Employment, consultancy, dividends, benefits, investments and foreign income may need to be brought into one personal tax calculation. A Welsh taxpayer’s position is identified separately for Income Tax; the official explanation is available under Welsh Income Tax.
Landlords, joint owners and property sellers
Rental accounts require the ownership, finance costs and expense evidence to be understood. A sale is a separate Capital Gains Tax matter, while a purchase in Wales may involve Land Transaction Tax.
Directors and owner-managed businesses
The company return should agree with its accounts, payroll, dividends and director loan position. The director’s Self Assessment may then draw on the same records without becoming part of the company filing itself.
Service area: Cardiff and South East Wales, with work commonly completed through telephone, video meeting and secure document exchange.
A useful first review
The documents depend on the service, not a generic checklist
Send the enquiry first if you are unsure. Once the work is identified, the request for records can be limited to what is relevant.
Describe the work for review →- Personal return
- Income documents, prior return, PAYE details, investment or pension figures and information about gains or reliefs.
- Property
- Rental statements, ownership details, invoices, finance costs and purchase or sale documents where a disposal is involved.
- Company and VAT
- Bookkeeping records, bank data, invoices, payroll reports, earlier accounts and details of material transactions or balances.
- HMRC matter
- The complete letter, response deadline, affected returns and the records supporting the figures HMRC has queried.
From enquiry to submission
The service and fee are agreed before detailed work begins
A defined scope keeps an annual filing separate from additional advice, corrections or HMRC correspondence unless those items are expressly included.
- 01
Identify
We establish the tax year, event, deadline and people or entities involved.
- 02
Scope
The required service, records, exclusions and fee basis are confirmed.
- 03
Prepare
The return, calculation, advice or HMRC response is prepared from the evidence.
- 04
Approve
You review the figures and explanation before anything is submitted.
Common questions
Choosing a tax service in Cardiff
The first enquiry can cover more than one issue. We separate the work into the correct filing, calculation or advice routes.
Not sure which page applies?
Describe what happened and include any deadline. We can identify the appropriate starting point.
Start an enquiry →Which tax service do I need?
Start with the event or filing involved. An annual personal return normally begins with Self Assessment; rental income with landlord tax; a company year end with Corporation Tax; and an HMRC letter with the enquiry or compliance-check service. We confirm whether connected work is also required.
Can personal and company tax be reviewed together?
Yes. The work remains separated into the company and individual filings, but payroll, dividends, benefits and director loan transactions may need to be checked across both sets of records.
Does a landlord need a different service when a property is sold?
Usually, yes. Rental income belongs in the annual property accounts and Self Assessment return. A disposal requires a separate Capital Gains Tax calculation and may also have an earlier reporting deadline.
Can you help if I have received an HMRC letter?
Yes. Send the complete letter and response deadline. We identify whether it is a routine request, compliance check, formal enquiry or another matter before confirming the work required.
What if income was missed from an earlier return?
The affected years, income source and reason for the omission determine whether a return, amendment or disclosure is required. Earlier figures should be reconstructed from the available evidence before the route is chosen.
Can your tax services for Cardiff clients be completed online?
Most work can be handled by telephone, video meeting and secure document exchange. We will explain if original evidence or another form of verification is required for a particular matter.
How is the fee for a tax service decided?
The fee follows the scope, condition of the records, number of tax years, complexity and urgency. We confirm the work and fee basis before detailed preparation begins.