Guidance organized around your situation
This page is organized by who you are — find the description closest to your situation to see typical needs, what to prepare, and which of our services apply. Looking for the full list of what we do instead? See Services.
Individuals and landlords
Understand what you owe as an individual, and stay on top of rental income if you let out property.
Book a consultationTypical needs
- Clarity on which income needs to be declared
- Guidance on rental income and deductible expenses
- Help avoiding late filing or payment mistakes
Prepare in advance
- A summary of your income sources for the period
- Rental agreements and related expense records, if applicable
- Any correspondence already received from the tax authority
Freelancers and consultants
Keep personal and business responsibilities separate, with a simple, repeatable filing routine.
Book a consultationTypical needs
- A clear view of which registrations apply to independent work
- Support with periodic declarations alongside client invoicing
- Practical guidance on what counts as a deductible expense
Prepare in advance
- A list of clients and income received for the period
- Expense receipts related to your work
- Details of any existing tax registrations
Startups and SMEs
Establish a reliable compliance routine early, so tax does not become an obstacle as you grow.
Book a consultationTypical needs
- A clear compliance calendar from day one
- Support setting up payroll as the first hires join
- Advice on the tax implications of early business decisions
Prepare in advance
- Business registration documents
- A summary of planned or existing hiring
- Recent financial records, if the business is already trading
Established organizations
Reduce tax risk and prepare with confidence for internal or external reviews.
Book a consultationTypical needs
- A structured review of the current tax position
- Support preparing for potential audits or queries
- Advisory input on larger transactions or restructuring
Prepare in advance
- Recent financial statements
- A record of filings submitted over the past two years
- Any notices or queries received from the tax authority
NGOs and institutions
Maintain organized, accountable tax records that stand up to scrutiny from funders and regulators.
Book a consultationTypical needs
- Clarity on obligations specific to non-profit or institutional status
- Support keeping records organized for funder reporting
- Guidance on payroll tax for program and support staff
Prepare in advance
- Registration and status documentation
- Payroll records for current staff
- Any funder or regulatory reporting requirements already in place
About this guidance
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