Streamlining Self-Assessment for a Fitness Instructor

Keirstone assisted a self-employed fitness instructor in navigating the complexities of self-assessment tax. The client, who had been managing their finances through Excel spreadsheets, was approaching the self-assessment tax return deadline and required professional guidance.

To ensure timely compliance, we registered the client with HMRC for self-assessment tax, well in advance of the deadline. This proactive approach allowed us to allocate sufficient time to thoroughly review the client’s financial records and prepare their tax return.

We meticulously reviewed the client’s Excel spreadsheets, extracting relevant financial information such as income, expenses, and business mileage. By utilising our expertise and specialised software, we were able to efficiently process and analyse the data.

With careful planning and efficient execution, we successfully submitted the client’s self-assessment tax return ahead of the January deadline. This timely submission helped the client avoid potential penalties and interest charges.

By providing expert guidance and efficient tax services, Keirstone alleviated the stress and complexity of self-assessment for the fitness instructor, allowing them to focus on their passion for fitness.