Stress-Free Self Assessment

Self Assessments Tax Returns

No more guesswork or deadline stress. We handle your personal tax return from start to finish and help you understand exactly what’s due and why.

No More Guesswork, Deadlines, or Stress

If you’re required to file a Self-Assessment Tax Return, you probably already know how confusing it can be — especially when you’re juggling it alongside running a business or managing other income streams.

At Welbourne & Co, we take the hassle off your hands. Whether you’re a sole trader, landlord, director, or someone with multiple income sources, we’ll make sure your return is accurate, compliant, and submitted on time — with clear advice along the way.

What’s Included

  • Full preparation and submission of your Self-Assessment Tax Return (SA100)
  • Clear calculation of your tax liability or refund
  • Review of all income sources, expenses, and allowances
  • Advice on tax-saving opportunities (like pension contributions or gift aid)
  • Reminders of payment deadlines and upcoming obligations
  • Representation with HMRC if needed

Who Needs to File?

You may need to complete a tax return if you:

  • Are self-employed or a sole trader
  • Are a company director
  • Receive rental income or investment income
  • Have capital gains to report
  • Have untaxed income, such as dividends or freelance work

Not sure if you need to file? Just ask — we’ll let you know what’s required.

A Simpler Way to Do Tax

We use smart systems and straightforward checklists to make the process as easy as possible. Most of our clients don’t need to dig through paperwork — we’ll guide you through exactly what we need and take care of the rest.

You’ll get:

  • No jargon
  • No last-minute panic
  • Just a clear tax return, explained in plain terms

Let’s Get It Sorted

Whether it’s your first time filing or you just want to avoid the January rush, we’re here to make it simple.

Image of Self Assessment tools displayed on wooden desk

Local Expertise with a Personal Touch

Who we are

Welbourne & Co was founded in 2010 by Richard Welbourne with a simple idea: accountancy should be efficient, affordable, and genuinely helpful for business owners.

After years working in larger regional firms, Richard saw first-hand how traditional accountancy practices often came with hefty overheads and outdated systems. Determined to do things differently, he set up Welbourne & Co with a streamlined model—using smart technology instead of large offices, and passing those savings on to clients.

Our Accounting Journey
Image of two professionals discussing accounting
Image of two professionals discussing accounting

Answers When You Need Them

GOT QUESTIONS?

We understand that accounting and tax matters can be complex. That's why we're committed to clear communication and transparency. Here are answers to common queries from our clients, but if you don't see what you're looking for, we're just a phone call away.

If I use Xero, do I still need an accountant?

Response

Yes. Xero is a brilliant bookkeeping tool, but bookkeeping is just the beginning. As Chartered Certified Accountants, we use that data to prepare your statutory accounts, submit corporation tax returns, and ensure compliance with HMRC and Companies House. We help turn your bookkeeping into real insight and ensure nothing is missed.

What does it mean that you’re Chartered Certified Accountants?

Response

It means we’re fully qualified, regulated, and held to high professional standards. Many lenders, including mortgage providers, now require accounts to be signed off by a Chartered accountant — so it really matters. You’re in safe, credible hands with us.

You’re a Xero Gold Partner — what does that mean?

Response

It’s a recognition of our deep experience with Xero and the number of clients we support on the platform. Being a Gold Partner shows our commitment to cloud accounting and reflects the trust our clients place in us — especially impressive for a firm our size.

Can you help me get started with cloud accounting?

Response

Absolutely. We’ve helped many businesses move onto Xero and similar tools. We’ll guide you through setup, provide training, and be on hand for support whenever you need it.

Do you work with limited companies and sole traders?

Response

Yes — whether you’re a limited company, sole trader, or partnership, we have packages and expertise to suit your situation.