These Terms of Business ("Terms") govern the relationship between Phoenix Tax Accountancy Ltd ("we", "us", "our", "the Firm") and the client ("you", "the Client") for the provision of tax, accountancy, and related professional services. By submitting an enquiry form, engaging our services, or instructing us to act on your behalf, you confirm that you have read, understood, and agreed to these Terms in their entirety.
Phoenix Tax Accountancy Ltd is a professional accountancy practice registered in England and Wales. Our registered office is at Denning House, Suite 204, 1A George Street, Wolverhampton, WV2 4DP. We provide Self Assessment tax return filing, Making Tax Digital for Income Tax Self Assessment (MTD ITSA) compliance, CIS (Construction Industry Scheme) refund claims, bookkeeping, and general tax advisory services to self-employed individuals, sole traders, and small businesses across the United Kingdom.
By completing and submitting our online enquiry or consultation form, you:
We will always handle your contact details in accordance with our Privacy Policy and UK GDPR.
Our formal engagement commences upon your written acceptance of our engagement letter and payment of any applicable fee or deposit. The scope of work will be clearly defined in the engagement letter and may include:
| Self Assessment Tax Return | Preparation and submission of your annual Self Assessment return to HMRC for the relevant tax year(s) |
| MTD ITSA Compliance | Setup, quarterly digital record-keeping, and submission of updates under Making Tax Digital for Income Tax |
| CIS Refund Claims | Preparation and submission of CIS deduction refund claims for construction sub-contractors |
| Bookkeeping | Recording and reconciling your income and expenses for tax purposes |
| Tax Advisory | General advice on allowable expenses, tax planning, and HMRC correspondence |
Any services outside the agreed scope will be subject to a separate quotation and written agreement.
To enable us to provide our services effectively and on time, you agree to:
We cannot be held responsible for errors, omissions, or penalties arising from incomplete, inaccurate, or late information provided by you.
Our fees are agreed in advance and set out in your engagement letter. Our standard pricing for Self Assessment services is as follows:
| Standard Self Assessment | From £150 — for straightforward employment income with simple self-employment |
| Trades & Drivers (e.g. Uber, CIS, Couriers) | From £250 — includes mileage, tools, CIS deductions, and trade expenses |
| Complex / Higher Turnover Returns | From £400+ — for higher turnover, multiple income streams, or property income |
| MTD ITSA Quarterly Filing | Priced separately — contact us for a bespoke quote |
All fees are quoted exclusive of VAT where applicable. Payment is due upon completion of the work unless otherwise agreed. We reserve the right to withhold submission of returns until fees are settled in full. We accept payment by bank transfer, debit/credit card, and other methods as agreed.
We reserve the right to review and adjust our fees annually. Any changes will be communicated to you in writing before they take effect.
HMRC imposes strict deadlines for Self Assessment tax returns and MTD ITSA submissions. Key deadlines include:
| Self Assessment paper return | 31 October following the end of the tax year |
| Self Assessment online return | 31 January following the end of the tax year |
| Payment of tax due | 31 January (and 31 July for payments on account) |
| MTD ITSA quarterly updates | 5 August, 5 November, 5 February, 5 May |
We will use reasonable endeavours to meet all deadlines, provided you supply us with the required information in good time. We recommend providing all documents to us at least 4 weeks before the relevant deadline. We cannot accept responsibility for penalties arising from late provision of information by you, or from circumstances beyond our reasonable control.
Phoenix Tax Accountancy Ltd treats all client information as strictly confidential. We will not disclose your personal or financial information to any third party without your prior written consent, except where required by law (including HMRC obligations), by a court order, or by our professional regulatory body. Our staff are bound by confidentiality obligations.
Our liability to you for any loss or damage arising from our services is limited to the fees paid by you for the specific service giving rise to the claim. We are not liable for any indirect, consequential, or special losses, including loss of profit, loss of data, or HMRC penalties arising from circumstances outside our control or from inaccurate information provided by you. Nothing in these Terms limits our liability for fraud, death, or personal injury caused by our negligence.
Either party may terminate the engagement by giving 14 days' written notice. Upon termination, you remain liable for fees in respect of work completed up to the date of termination. We will return your documents and records promptly upon settlement of all outstanding fees. We reserve the right to terminate the engagement immediately if you provide false information, fail to pay fees, or engage in conduct that puts us in breach of our professional obligations.
We are committed to providing a high-quality service. If you are dissatisfied with any aspect of our work, please contact us in writing at [email protected]. We will acknowledge your complaint within 5 working days and aim to resolve it within 28 days. If we are unable to resolve your complaint to your satisfaction, you may be entitled to refer the matter to an appropriate professional body or the Financial Ombudsman Service where applicable.
These Terms of Business are governed by and construed in accordance with the laws of England and Wales. Any disputes arising from or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts of England and Wales.
We reserve the right to update these Terms of Business from time to time. The current version will always be available on our website. Continued engagement of our services following any update constitutes your acceptance of the revised Terms.
If you have any questions about these Terms of Business, please contact us:
Phoenix Tax Accountancy Ltd
Denning House, Suite 204, 1A George Street, Wolverhampton, WV2 4DP
Email: [email protected]
Phone: 0751 807 5357