You upload documents when they arrive. We keep the books, send you a draft before each deadline and file once you are satisfied.
A few questions about your situation. At the end you see the returns that apply to you and the fee. Nothing is charged.
You receive it by email, in English and Spanish. It lists exactly which returns we file for you, and the authority to do so. You sign and send it back.
A private folder is created for you, organised by year, quarter and tax. You get a link for uploading documents from a phone or a computer.
It tells you what to send, when, and what happens next, with the first deadline already marked.
Who does what
You upload. Invoices issued, invoices received, bank or platform statements. Photographs are fine. Documents can also be sent by email, and they are filed in the right place.
We read and record. Each document is read, classified and entered. Foreign-currency invoices get their exchange rate. If something is unclear, such as an invoice in someone else's name or a cost that may not be deductible, you receive a specific question, not a general request for "more information".
You get a draft. The figures for the period, in English, with what is payable and why. You have three working days to raise anything.
We file. Electronically, under the authority in your engagement letter. The filed return and proof of payment go into your folder and you are told it is done.
You are reminded. Ahead of each deadline, and again if documents are missing. Nobody has to remember dates.
Reading documents and preparing figures is assisted by software. Decisions are not: anything that involves a choice of tax position, an unusual document or a deadline at risk is reviewed by a person before it is filed, and every engagement is under the responsibility of a practising lawyer.
Documents are held in the firm's own storage and used only to prepare your returns. The firm is bound by professional secrecy as a law firm and by European data protection rules. You can ask for your documents back, or for their deletion once the legal retention periods have passed, at any time.
It takes a couple of minutes and costs nothing.