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Our top tip for the 2024-2025 tax year: Be prepared!

A stress-free tax return starts with having your documents ready. To help us prepare your financial statements efficiently, gather these essentials:

 

  • Records of shares, investments, or dividends
  • Mixed-use holiday home income and expense details
  • Updated vehicle logbooks or mileage records
  • Insurance policies and premiums
  • Current mortgage interest statements
  • Rates, power, phone, and internet bills
  • Receipts for repairs, maintenance, or other business expenses

Need guidance? We’re here to help make your tax season straightforward. Contact us today.

 

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