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-regulated 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 maximised R&D tax credit claims with minimum risk

  1. Getting-to-know-you---accountants-R&D-partner-programme

    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.

    ForrestBrown is always willing to invest a bit of time with us or a client. Some meetings lead to something, some not. But there has never been any reticence in terms of investing time in something.

    Simon Poluck, Partner, BSG Valentine
  2. How-we-help-your-client---accountants-R&D-partner-programme

    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. Keeping-in-touch---accountants-R&D-partner-programme

    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.

    Clients tell us that ForrestBrown are easy to talk to, have a great understanding of their businesses and have been extremely efficient. They are delighted with the financial benefit they receive. I would recommend other accountancy practices to get in touch with ForrestBrown as it’s a great way to deliver a high quality R&D tax credit service.

    Natalie Staples-Vvind, Partner, HSJ Accountants
  4. Educating-your-team---accountants-R&D-partner-programme

    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. Rewarding-you---accountants-R&D-partner-programme

    Rewarding you

    We recognize the value of our relationships by sharing a portion of our fee. This compensates you for your time.

    Our partnership will add value to your clients’ businesses. It will show you are proactive in helping your clients whilst freeing up your time.

    See your clients flourish with a fantastic source of funding that will help them to grow their businesses and become more competitive.

Alex Price

We’d love to learn more about your practice

Whether you’re already delivering R&D tax credit claims or not, our accountancy partner programme is completely flexible. We’re happy to help you with a specific piece of advice, one R&D tax credit claim – or all of your claims!

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.

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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.

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