Our R&D tax credit partner programme for accountants

ForrestBrown's R&D tax credit accountant partner programme makes offering R&D tax credits to your clients effortless. Referring clients to us means they can access our award-winning, PCRT-compliant expertise while freeing up valuable time for you.

  • A dedicated relationship manager at ForrestBrown will keep you up-to-date on our progress with your client.
  • Working with us offers rewards for both you and your clients.
  • See your clients go from strength-to-strength as they benefit from this valuable source of funding and grow their businesses.

How we partner with accountants

Delivering R&D tax credit claims with minimum risk

  1. 1

    Getting to know you

    We build long-term relationships based on trust and expertise by providing an award-winning specialist service to help your network thrive.

    We will meet you to understand your needs and how we might meet them.

    Our accountant partner team will start to educate you and your colleagues about how to identify what counts as R&D in your clients’ specific sectors.

  2. 2

    How we help your clients

    Following a referral, we will take time to understand your client’s business and uncover the full extent of their R&D. Our approach is rigorous and has a quality assurance process built in.

    This results in an R&D tax credit claim that is considered, fully-maximised and protected from risk.

    All we ask of you is to share some financial information about their costs – with your client’s approval, of course.

  3. 3

    Keeping in touch

    You are kept up-to-date with how your clients are benefiting from your partnership with ForrestBrown.

    We’ll give you a dedicated point of contact and will provide a structured reporting process to inform you of our progress.

    We will organise regular check-ins to ensure our partnership with you is delivering what is intended.

  4. 4

    Educating you and your team

    To make the best use of your time, we will continue to help you identify which of your clients might qualify for R&D tax credits. Our proactive approach helps ensure no opportunity is missed.

    We will make our extensive resources available to you as part of our accountant partner programme . You will have access to qualified chartered tax advisers and sector specialists.

    We will provide training for you and your team – powered by our KnowledgeBank. We will also provide materials for you to use with your clients, including a co-branded brochure, an accounts preparation checklist, website copy and a partner badge.

  5. Visit our KnowledgeBank

    The KnowledgeBank is where we share our in-house expertise directly with you. We provide answers to some of the common and not-so-common questions accountants ask about R&D tax relief.

  6. New R&D tax relief strategies

    Now, more than ever, clients need expert advice on R&D tax relief.

    Starting in London on Tuesday 30 April 2024, we’re holding seven in-person events across the UK for senior accounting professionals.

R&D bites newsletter

Our monthly accountants newsletter, R&D bites, provides bite-sized examples of the R&D taking place every day in businesses of all sizes and sectors. Subscribe to stay up-to-date on all things R&D tax credits.

How can we help

To find out more about how we might be able to help you and your clients, please do get in touch.