For accountants
Specialist tax support, your client relationship
We provide support to firms that don't have specialist tax resources. Giving your clients access to expert advice without needing to speak to another accountant.
Two ways to work with us
Occasional specialist, or part of your team
Referral partner
Specialist advice on a project by project basis
01Initial conversation
You have a client looking for a succession plan, reorganisation or estate planning that falls outside of your specialist area. We are happy to have an introductory meeting without charge.
02Fixed fee quote
Following the initial conversation, we will provide a fixed fee quote. This can be direct to the client, or to yourself to pass on as a disbursement.
03Delivery of the work
We provide the agreed deliverables and arrange a suitable time to sit down with the client to run through the contents.
Fractional tax partner
Retainer basis - integrated resource with guaranteed capacity and response times
How it works
The expertise of a tax partner in your practice, without the salary. A monthly retainer gives your firm guaranteed access to specialist tax resource. You can even provide us with a firm email address to keep everything in-house.
What's included
An agreed set number of hours, and guaranteed response to query emails and phone calls within two working days.
Fees
An agreed hourly rate, starting from as little as four hours per month.