Personal Tax, Sole Trader & Landlord Tax Services In Wimbledon
Clear, professional tax support for individuals, professionals and property owners — delivered with care, experience and proactive advice.
We provide personal and property tax services for clients whose affairs require more than a basic tax return. Whether you’re self-employed, a landlord or a high-earning professional, we help you stay compliant, reduce tax where possible and deal confidently with HMRC.
Saved Clients Hundreds of Thousands in Tax Last Year
Do You Need Help With Tax Returns or Tax Planning?
Our tax services are designed for individuals who value accuracy, clarity and professional support. We work with a wide range of clients, including consultants, doctors, landlords and self-employed professionals, offering both compliance and forward-looking tax advice.
If your tax affairs are becoming more complex — multiple income sources, rental properties, higher-rate tax, or HMRC correspondence — we can help.
That's Where We Come In
Self Assessment Returns
Individual tax returns - Employment, self-employment, rental income Complex income streams - Multiple sources, foreign income, investments Director's returns - Salary, dividends, benefits, share schemes Partnership returns - LLP members, business partnerships
Business Tax Returns
Corporation tax returns - Limited companies of all sizes VAT returns - Standard, cash accounting, flat rate schemes Payroll returns - RTI submissions, P11D benefits, CIS Partnership tax returns - Trading partnerships, investment LLPs
Specialist Returns
Capital gains tax - Share disposals, property sales, business assets Non-resident returns - UK income for overseas residents Trust returns - Discretionary, interest in possession, bare trusts HMRC enquiry support - Professional representation and resolution
Business Tax Strategies
Optimal salary/dividend mix - Minimize combined tax burden Timing of profit extraction - Spread income across tax years Business expense maximization - Every legitimate deduction claimed Capital allowances optimization - Equipment purchases for maximum relief
Advanced Tax Planning
Group company structures - For multiple business interests Pension contributions - Tax-efficient retirement planning R&D tax credits - relief for innovation Investment reliefs - EIS, SEIS, VCT planning
Income Tax Strategies
Personal allowance optimization - Utilize all available allowances Pension contribution planning - Maximize annual/lifetime allowances Investment income planning - ISAs, pensions, offshore structures Timing strategies - Spread gains across tax years
Capital Gains Tax
Annual exemption planning - Annual allowance utilization Asset disposal timing - Optimize sale timing for tax efficiency Rollover relief planning - Defer gains through reinvestment Principal residence relief - Maximize home sale exemptions
Landlord Tax Optimization
Company vs personal ownership - Structure analysis and transfers Mortgage interest relief - Maximize available deductions Capital expenditure planning - Timing of improvement works Furnished holiday let relief - Special tax advantages
Property Development
Trading vs investment treatment - Optimize tax on developments VAT planning - Option to tax, partial exemption strategies Corporation tax vs income tax - Structure optimization
Who We Support
Self-employed professionals and consultants
Sole traders with growing or multiple income streams
Doctors and healthcare professionals
Individual and portfolio landlords
High-earning individuals with complex tax affairs
Clients needing ongoing support rather than one-off tax filings
what our clients say
“Paul Marks & Co provide a very professional service. If you want to ensure you are not paying too much tax I would urge any small or medium sized business owner to contact them.” concentrate on growth”
Gregory Martis
Property Development Company
Paul Marks & co have been helping me with my VAT and income tax returns for several years now, and I have been very happy with their service. My needs are quite complex, with production in the EU, international business sales, and various investment portfolios, and Paul Marks has displayed patience and competence, as well as punctuality and efficiency. I would certainly recommend his service.”
Sukhi Barber
Artist/ Sculptor
“Over the years we have always been very impressed with Paul’s depth of knowledge in personal, company and international Accounting and Taxation matters. He has never failed us in providing appropriate solutions to any questions which arise.”
Alfred/ Maria Stienen
Private Property Developers – Swiss residents
“I am the owner of a building and plumbing business and came to Paul a few years ago to sort out all my tax and accounting issues. Paul was great in sorting everything out for me so that now I am on the right track with everything up to date. He is obviously a tax expert and very generous with his time in answering any questions I have. I strongly recommend him to anyone looking for an accountant or tax expert”
Daniel De Los Palacios
Owner Plumbing & Building Business
Switching Is Easier Than You Think
Book a Free Discovery Call
No obligation, no hard sell. We’ll spend 15–20 minutes understanding your situation. We’ll tell you honestly whether we can improve on what you have — and if we can’t, we’ll tell you that too.
We Handle the Transition
We contact your previous accountant, collect everything we need, and set up your cloud accounting. You don’t have to chase anyone or fill in endless forms. We take care of it.
You Focus on What You Do Best
With your accounts, tax, and compliance handled by specialists, you get back the time and headspace to focus on your business. And every year, we plan proactively — not reactively.
Transparent Fees
These are just some of our fees get in touch for a bespoke no obligation quote
Sole Traders
From- Business accounts
- Self assessment return
- Basic tax planning
Landlord returns
From- Property accounts
- Self assessment return
- Basic tax planning
Tax Planning
From- Comprehensive advice
- Written Report
- Flexible to unique situations
Why Choose Paul Marks & Co
Paul Stankiewicz BSc(Hons) FCA
Founder & Managing Partner
1. 25+ Years Tax Expertise
- Chartered Accountants – Highest professional qualifications
- Industry experience – Finance Director background brings commercial insight
- Specialization focus – Tax planning is our core expertise, not a sideline
2. Proactive, Not Reactive
“What we expect from our accountants is expertise in finance and taxation with the reliability to deliver on time. Paul Marks & Co have always exceeded our expectations.” – Fletcher Day LLP Solicitors
- Year-round planning – Not just annual tax return preparation
- Legislative monitoring – We track changes so you don’t have to
- Opportunity alerts – Proactive identification of savings
3. 100% Legal & Compliant
- HMRC-approved strategies – No aggressive schemes or gray areas
- Full documentation – Proper records for any future enquiries
- Professional indemnity – £2M+ insurance for your peace of mind
- Ethical approach – Member of ICAEW with strict professional standards
Serving Wimbledon & SW London Businesses
Based in the heart of Wimbledon for over 25 years
Wimbledon SW20 8AP
Deep local knowledge of SW London business landscape
Face-to-face meetings available
Supporting the local business community
Areas We Serve: Wimbledon, Raynes Park, New Malden, Kingston, Surbiton, Putney, Wandsworth, Clapham, Balham, Tooting
FAQ Section
Tax Questions Answered
Q: When do I need to file my Self Assessment? A: Self Assessment deadline is 31st January for online filing. We recommend filing by December to avoid last-minute stress and allow time for tax planning.
Q: What records do I need to keep for my tax return? A: Keep all income records (P60s, P45s, invoices), expense receipts, bank statements, and investment statements. We provide a comprehensive checklist for all clients.
Q: How much can tax planning really save me? A: Savings vary by situation, but we typically find £3,000-£15,000+ annual savings for our planning clients. Even simple strategies often save 5-10x our fees.
Q: Will tax planning trigger an HMRC enquiry? A: Proper tax planning actually reduces enquiry risk by ensuring full compliance and documentation. All our strategies are transparent and HMRC-compliant.
Q: Do you handle HMRC enquiries? A: Yes – we provide full professional representation for any HMRC enquiries, including phone calls, meetings, and correspondence. This is included in our Complete Tax Service.
Don’t Leave Your Tax Return to the Last Minute”
Critical Deadlines:
Self Assessment filing: 31st January (online)
Self Assessment payment: 31st January
Payment on account: 31st July
Corporation tax: 9 months + 1 day after year end
VAT returns: Monthly or quarterly depending on scheme
The Cost of Delay:
Late filing penalties: £100 minimum, rising to £1,600+
Interest charges: On unpaid tax from the due date
Lost planning opportunities: Many reliefs must be claimed by deadlines
Stress and rushed decisions: Poor choices made under time pressure
Ready to Get Your Tax Affairs Sorted
Stop worrying about tax deadlines and overpaying HMRC. Let us handle your tax returns professionally and show you how to pay less tax legally
