Accountant for sole traders
An accountant for sole traders who would rather be working.
Self-Assessment done properly, Making Tax Digital handled, and books kept the way HMRC now expects, from an AAT licensed accountant working with sole traders across Exeter and Devon.
A typical package
from £17
a month for a sole trader who just needs the tax return done.
Build your own packageIn short
What does a sole trader need from an accountant?
Usually three things: records kept properly through the year, a Self-Assessment return filed by 31 January, and, if your qualifying income is over £50,000, quarterly Making Tax Digital updates from April 2026. I can do any or all of them, priced separately, so you only pay for what you use.
Reviewed by Lewis Wright, AAT licensed accountant, licence 1008968
What you have to do
Your year, in the order it happens.
Get the help you need to fulfil the legal obligations that apply to businesses like yours.
- 5 October
Register for Self-Assessment
In your first year, tell HMRC by 5 October after the tax year in which you started trading.
- All year
Keep records
Income and expenses, kept so they can be checked. Under Making Tax Digital they have to be kept in software.
- Quarterly
Making Tax Digital updates
If your qualifying income is over £50,000, from April 2026. Over £30,000 from April 2027.
- 31 January
File and pay
Your online return and the tax owed, plus the first payment on account towards next year if it applies.
- 31 July
Second payment on account
The second advance payment, which arrives with no return alongside it to remind you.
- If it applies
Register for VAT
When taxable turnover goes over £90,000 in any rolling 12 months.
What I do for you
Pick what you need, leave the rest.
Every service has a published starting price. Keep any of your books with me and the year-end and tax return work drops by 25%.
For sole traders
- Self-Assessment Tax ReturnRemove tax-time stress
- Self-Assessment MTD SubmissionsRemove the anxiety around MTD
- Bank ReconciliationGain complete financial confidence
- Sales Ledger ManagementTrack your income effortlessly
- QuickBooks ProAdvisor SupportMaster your accounting software
- MTD VAT Return Preparation & SubmissionStay VAT compliant
Do I need an accountant as a sole trader?
Not by law. Plenty of sole traders file their own returns. What an accountant adds is the time back, the confidence that every allowable expense is claimed, and someone who sees payments on account and Making Tax Digital coming before they arrive.
What expenses can I claim?
Costs incurred wholly and exclusively for the business: things like materials, tools, travel for work, phone and software, insurance and accountancy fees. Where something is used privately too, only the business share counts.
Does Making Tax Digital apply to me?
If your gross income from self-employment and property together is over £50,000, it applies from April 2026. The threshold drops to £30,000 from April 2027 and £20,000 from April 2028. It is measured before expenses, which is the part people most often get wrong.
Check with the MTD checkerReady to get help with your tax return?
It begins with a simple, no-obligation chat. Book your free consultation and we can put your Pick 'n' Mix package together.
Free 30-minute consultation. No obligation.