Calder Hale.

Book a free consultation

0117 000 0000 · hello@calderhale.co.uk

Calder Hale.

Book a free consultation

0117 000 0000 · hello@calderhale.co.uk

Chartered accountants who keep every date for you.

One named accountant and a fixed monthly fee, agreed in writing before we start.

31 January is the self assessment deadline. Send us your records early.

Our chartered accountants and tax advisers

We look after the books, the returns and the dates for owner-run businesses across Bristol, so the numbers are never the thing you think about at night.

Every date, kept.

0

late filings in 2025

1,140

clients on a monthly fee

39

years in Bristol

The dates we keep for you

UK tax year 2026/27 · keep scrolling

31

January

Self assessment return

Your return, last year’s tax and your first payment on account.

Sole traders, landlords, individuals

7

February

Third quarterly update

Making Tax Digital, for income over £50,000.

Sole traders and landlords

5

April

The tax year closes

We close last year’s records and open your new year.

Every client

7

May

Fourth quarterly update

And P60s to your staff by 31 May.

Sole traders, landlords, companies

31

July

Second payment on account

Half of next year’s estimate, paid toward January.

Anyone in self assessment

7

August

First quarterly update

The first update of the new tax year.

Sole traders and landlords

5

October

We tell you what you’ll owe in January.

Three months early, every year. New clients register for self assessment the same week.

Every client

7

November

Second quarterly update

Your records to 5 October, already in the software.

Sole traders and landlords

Every date, kept.

One named accountant and a fixed monthly fee, agreed in writing before we start.

0

late filings in 2025

31

January

Self assessment return

Your return, last year’s tax and your first payment on account.

Sole traders, landlords, individuals

7

February

Third quarterly update

Making Tax Digital, for income over £50,000.

Sole traders and landlords

5

April

The tax year closes

We close last year’s records and open your new year.

Every client

7

May

Fourth quarterly update

And P60s to your staff by 31 May.

Sole traders, landlords, companies

31

July

Second payment on account

Half of next year’s estimate, paid toward January.

Anyone in self assessment

7

August

First quarterly update

The first update of the new tax year.

Sole traders and landlords

5

October

We tell you what you’ll owe in January.

Three months early, every year. New clients register for self assessment the same week.

Every client

7

November

Second quarterly update

Your records to 5 October, already in the software.

Sole traders and landlords

Every date, kept.

One named accountant and a fixed monthly fee, agreed in writing before we start.

0

late filings in 2025

A fixed monthly fee, agreed in writing.

Essentials

£60

a month, plus VAT

Self assessment, quarterly updates, an October estimate.

Company

£150

a month, plus VAT

Accounts, corporation tax, Companies House, payroll up to five.

Company plus

£290

a month, plus VAT

Everything in Company, monthly figures, VAT and a quarterly call.

Questions we hear on the first call

Can you take over halfway through the year?

Yes. We write to your old accountant for the files.

What if HMRC writes to me?

Send us a photo the day it arrives. We answer it.

Do I have to change software?

Not if you use Xero, QuickBooks or FreeAgent.

Do I need to come in?

No. Most clients never do.

“For eleven years I found out my tax bill in January. Now I know in October.”

Joe Marsh, Marsh Coffee, Bristol

Send us last year’s return. We’ll quote by Friday.

0117 000 0000 · hello@calderhale.co.uk

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Let’s talk about your next year.

Calder Hale.

Chartered accountants, Bristol

Office

14 Queen Square

Bristol BS1 4NT

Contact

0117 000 0000

hello@calderhale.co.uk

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