Onboarding Process

Welcome to ClearTaxation Group

We’re delighted to be working with you.

This short onboarding process helps us understand who you are, what you need, and how we can support you properly from day one. It should take around 15 minutes to complete. You can save your progress at any time and come back later.

If you have questions at any point, our team is here to help.

When you’re ready, let’s get started.

STEP 1 OF 6

About You

Let’s begin with a few personal details.

STEP 2 OF 6

Contact Details & Preferences

Tell us how you’d like us to stay in touch.

Select Your Available Time

STEP 3 OF 6

Address History

We’ll need your current address and, if relevant, previous addresses.

Country

STEP 4 OF 6

Your Goals & What Matters to You

We work best in partnership with our clients, so it’s important for us to understand what matters most to you.

Thank you — we’ll work hard to support you and your goals.

STEP 5 OF 6

How We’ll Be Working Together

Now let’s confirm which areas you’d like our help with. Please select all that apply.

Setting Up a New UK Limited Company

To register your company and ensure everything is set up correctly, we’ll need the following information.

Remember, your data is encrypted, stored securely, and only used for statutory filings with HMRC, Companies House, or the IRS where applicable 🔒

Let’s get started.

Existing UK Limited Company

We are looking forward to helping you grow your business.

Remember, your data is encrypted, stored securely, and only used for statutory filings with HMRC, Companies House, or the IRS where applicable 🔒

Let’s get started.

Directors & Ownership

Now we need details on the Directors and Ownership.

VAT

Systems & Access

UK Personal Tax Return

We are Chartered Tax Advisers and look forward to helping you with your UK tax affairs.

Remember, your data is encrypted, stored securely, and only used for statutory filings with HMRC, Companies House, or the IRS where applicable 🔒

Let’s get started

Assets & Planning

US Tax Clients

We are Enrolled Agents and authorised IRS efiler - you are in safe hands with our expert team.

Remember, your data is encrypted, stored securely, and only used for statutory filings with HMRC, Companies House, or the IRS where applicable 🔒

Let’s get started.

STEP 6 OF 6

Identity & Final Confirmation

To meet regulatory requirements, please upload:

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Contact Us

0333 987 5258

93 George Street Edinburgh


EH2 3ES

© 2026 Cleartaxation solutions Ltd. All rights reserved.