Self-assessment

Self Assessment

No jargon, no stress. Just your taxes done right, on time. Because tax season shouldn’t feel like a test.

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What We Offer

You focus on living your life, not decoding your self assessments.

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.

Our Services

What kind of support are you looking for?

All services include ongoing HMRC representation.

Lite Plan

Simple and Sorted

Perfect if you have up to two income sources.

We’ll provide an annual tax advice for the year.

Base Plan

More Visibility, Less Stress

Ideal if your finances are a bit more complex.

You’ll get your tax return done, annual tax advice with two review check-in(s) through the year.

Optimyze Plan

Your Personal Tax Partner

Bespoke tax advisory service designed for private clients or individuals multiple, ongoing tax considerations.

Proactive, ongoing tax advice. You stay ahead of HMRC changes and opportunities.

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. Or, you are a Director of a company.

That’s where we come in.

Why Clients Choose Optimyze

Competency assured. Relationship focused.

The reasons our clients stay - and why new ones keep arriving.

We make technical work feel human.

Clear explanations, calm support, and no unnecessary jargon.

We do the detail properly.

Your filings, records, deadlines and calculations are handled with care.

We connect the dots.

Tax, accounts, payroll, bookkeeping and advice work better when they are not treated in isolation.

We serve your ambition, not an archetype.

Your support is shaped around your goals, your stage, and the way you actually work.

We care beyond the task.

Because every service is part of a bigger financial picture.

Trust that grows. 140+ clients and counting.

Because empathy and expertise go hand in hand.

FAQs

Common questions about Self Assessment

Who needs to file a Self Assessment tax return?

You may need to file if you earn income outside PAYE, including property income, dividends, foreign income, side project income, capital gains or other income that HMRC needs to assess. Directors of companies will also usually need to file.

Ready to Get Started?

Tax returns don’t have to be stressful.

It just has to be done right.

Let’s talk.

Ready to get clearer support?

Talk to the Optimyze team.

Request a Quote

Tell us where you are now, and we'll help you find the right package or next step.