Frequently Asked Questions

1. Contact Us
   Begin by completing the "Request for Service" form in the "Ready to Start?" section of our website.
2. Documentation, Agreement, and Authorization
   Once we receive your request, we will prepare the necessary documentation and share it with you via email (or post if you prefer). You will be asked to sign these documents (either physically or electronically) and confirm agreement to our terms and conditions.
3. Access to Your Tax Records
   We will submit your authorization form to Revenue to gain access to your tax records. This process typically takes three working days. After reviewing your case, we will provide you with a cost estimate for filing your self-assessed tax return.
4. Initial Review
   A member of our Tax Team will contact you to finalize your tax review and discuss any applicable credits or reliefs.
5. Preparation
   We thoroughly review your details to identify eligible reliefs, expenses, and credits, ensuring you receive the maximum benefits available. 
6. Final Review and sign-off
   We will share the documentation and explanation about your tax return. We will ask your sign-off/agreement of what will be filed with Revenue.
7. Filing
   Your completed tax return will be filed with Revenue on your behalf.
8. Refund
   Any applicable refund will be deposited directly into your bank account. We are not handling your refund. If bank details needs to be changed - you can update them on myAccount/ROS with Revenue.
9. Invoice
   An invoice for our services will be sent to you via email or post. Payment is due within 30 calendar days from the invoice issue date. Please note that outstanding balances may incur a late payment fee of 0.5% per day.

To ensure a smooth process, you will need:

1. PPS Number: Your Personal Public Service Number to get access to your Revenue Records. By submitting the service request you will authorize us to act on your behalf with Revenue directly.
2. Additional Income Details: Details of any additional income: Include any income you received outside of your regular employment, such as rental income, dividends, or freelance earnings.
3. Deductible Expenses: Details of deductible expenses: Keep records of any expenses related to your employment that you can claim tax relief on, such as union dues, professional subscriptions, or certain work-related travel expenses.
4. Tax Reliefs and Credits: Details of any tax reliefs or credits you're entitled to claim: This could include medical expenses, tuition fees, or home renovation grants, among others.
5. Bank Account Details: We will not collect your bank details – the refund will be sent directly from Revenue to you bank account
6. Pension Contributions: Additionally, if you've made voluntary contributions to a pension scheme, have details of these contributions available, as they may impact your tax liability.

We recommend keeping all tax-related documents for at least six years, as per Revenue Commissioners' guidelines, however, you are required to keep receipts for any claims (unless you have submitted them to Revenue in the Receipt Tracker Tool.

Our team will help you identify all eligible deductions, including:

1. Detailed Record-Keeping: Maintain accurate records of all expenses.
2. Tax Deductions: Leverage deductions for operating costs, travel, utilities, and more.
3. Capital Allowances: Deduct the cost of qualifying business assets over time.
4. R&D Tax Credits: Claim credits for eligible research and development activities.
5. Pension Contributions: Maximize contributions to reduce taxable income.
6. Employment Incentives: Utilize government schemes like EII and SURE for tax relief.