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Tax Planning & Bookkeeping Support You Can Trust

Helping individuals and small businesses take control of their finances with ethical, compliant guidance — powered by ICAS training.

Banking And Payment Services For Businesses And Consumers.

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Services

At TaxEdge, we offer practical, tailored support for individuals and small businesses looking to better understand their tax position and make more informed financial decisions. While currently led by a trainee accountant under the ICAS program, our services are grounded in strong foundational knowledge, ongoing professional development, and a commitment to accuracy and clarity.

Tax Preparation Support

We’ll help you organise your income, expenses, and records so that you’re ready for self-assessment or accountant handover. From helping you gather what HMRC needs, to understanding your tax obligations, we’ll simplify the process.

Perfect for:

  • Sole Traders

  • Freelancers

  • First-time tax filers

Tax Efficiency Guidance

We’ll explore your current situation and identify common tax reliefs or allowances that could apply—like allowable business expenses. While we do not give formal tax advice, we provide reliable guidance and point you in the right direction.

Includes:

  • Understanding allowable deducations

  • Structuring expenses more clearly

  • Identifying simple HMRC tools and resources

Bookkeeping Setup & Support

Want to get your finances in order? We help small business owners and side hustlers set up simple digital bookkeeping systems so you can track income, expenses, and invoices with confidence.

What we offer:

  • Spreadsheet templates or app recommendations

  • One-off setup assistance

  • Monthly check-ins or reviews (on request)

Self-Assessment Guidance

We’ll help you organise your income, expenses, and records so that you’re ready for self-assessment or accountant handover. From helping you gather what HMRC needs, to understanding your tax obligations, we’ll simplify the process.

Perfect for:

You’re never alone in this process. We make it our mission to demystify tax, help you stay organised, and ensure you feel confident and empowered when dealing with your finances.

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Transparency

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Clarity

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Support

A Growing List Of Third Party Connections.

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A Delivery Model Designed To Grow With You.

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SaaS Hybrid

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Full License Conversion

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Hear From Our Clients

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John Doe

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John Doe

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John Doe

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John Doe

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Get in touch

Have a question, need advice, or ready to start saving on taxes? Reach out and we’ll get back to you within 24 hours.