New Client Form – Individual

    Personal Details

    If you have filed tax returns before (even a long time ago) then you will have a UTR number. This will be displayed on your tax return or any letters from HMRC regarding your personal tax. Alternatively, please call HMRC on 0300 200 3300 and they should send you your UTR number by post.

    Money Laundering Checks
    For money laundering check purposes, we need to confirm your identity and address. Please let us have the following:
    1. ID Check - a copy of your passport or driving license.
    2. Address - copy of a bank statement or utility bill less than 3 months old.
    Please upload your documents here or email to

    Self Assessment Details

    We will email you separately regarding your other business.

    Payment Terms & Deposit

    We ask for a deposit of £200 on engagement, this will be deducted off our first invoice to you. Once you submit this form you will be asked to make a payment of £200 and will be presented with different options to pay.

    Contact us