I am a private client
No jargon, no stress —
just your taxes done right, on time. Because tax season shouldn’t feel like a test.
If you earn income outside of PAYE — from capital gains, foreign sources, side projects, property, dividends, or even savings interest — you’ll need to file a Self Assessment tax return each year.
If you’re on PAYE, you won’t usually need to file unless things get a bit more complex — like earning interest above your allowance or having extra income streams.
That’s where we come in.
We take care of everything from start to submit, making sure your return is simple, compliant, and on time.
No jargon, no stress — just your taxes done right, so you can focus on living your life.
Choose your perfect plan:
Lite Plan
Simple and Sorted
Perfect if you have up to two income sources.
KEY BENEFITS:
- We’ll prepare and file your return
- Give you one-off tax advice for the year
- Handle any HMRC queries on your behalf
What is this best for?
Peace of mind, without overcomplicating things.
Base Plan
Balanced and Supported
Ideal if you have two to four income sources, or your finances are a bit more complex.
KEY BENEFITS:
- You’ll get your tax return done
- Annual advice with check-in(s) through the year
- Full HMRC representation if needed
What is this best for?
More visibility, less stress — all year long.
Optimyze Plan
All-in and Always On
Bespoke tax service designed for individuals in the additional tax threshold or with multiple, ongoing tax considerations.
KEY BENEFITS:
- Base Plan
- Proactive ongoing tax advice
- Stay ahead of changes and opportunities
What is this best for?
Your personal tax partner, not a tax filer.
Why Clients Choose Optimyze?
● Inclusive by design. We'll make accounting and tax accessible for you and everyone - every background, every story.
● Tech that works for you. You’ll have a UKU Client Portal, Xero Tax — all streamlined to make life easier.
● Real people, real clarity. No scripts, or jargons from us. Just clear advice when you need it most.
● Trust that grows. 100+ clients and counting - because empathy and expertise go hand in hand.
Tax doesn’t have to be stressful — it just has to be done right.
Let’s talkTrusted by respected companies
