Tax and Accounting Fit Check

Start with the right next step, not a vague enquiry.

Answer a few questions about your business, deadline pressure and support need. The Fit Check will suggest whether to request a suitability review, ask about urgent diagnostic support, or use a more appropriate route.

About 3 minutesNo sensitive documentsNo paid-work commitment from the form
Safe first step.

The Fit Check keeps the first step safe: Gardian reviews the facts before advice is given. It is enquiry triage only, does not create a client relationship, and does not pause any HMRC, Companies House, VAT, payroll, CIS or Self Assessment deadline.

About 3 minutes

Tell Gardian what needs reviewing

What happens next
  1. Answer the routing questions.
  2. Review the prepared email before sending it from your own email app.
  3. Gardian checks whether the enquiry is a suitable fit before asking for sensitive records.
Do not send sensitive information.

Do not send UTRs, National Insurance numbers, bank details, bank statements, payslips, payroll data, HMRC login details, Government Gateway details or confidential tax documents through this form or by open email. Gardian will confirm a safer document process if the enquiry proceeds.

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How routing works

The Fit Check keeps the first conversation focused.

Suitable review

Good-fit, non-urgent support

For small businesses that want ongoing accounting, records, tax or management-account support and have enough time to scope the work properly.

Urgent diagnostic

Deadline, overdue or messy-record pressure

For close deadlines, overdue filings, HMRC letters or records that need reviewing before any safe advice or filing position can be discussed.

Alternative route

Not every enquiry is a good fit

Price-only requests, out-of-scope work or requests for free personalised tax advice may be better handled through resources or another adviser.

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