R&D claims for your clients, with your relationship left alone.

In two ways: you can refer a client to us, or you can white-label our work under your own name. In both, the client stays your client and you remain their adviser on everything else. We only do R&D tax work, we reply the same working day, and every claim is reviewed and signed off by a Chartered Tax Adviser.

With a referral, we speak to your client, prepare the claim and keep you informed, and you stay copied in throughout. With white-label, we work behind you and you present the claim as part of your own service. Either way, every agent involved must be named to HMRC, so the arrangement is transparent.

Only in the way you agree. On a referral we speak to the client, with you copied in. On a white-label arrangement we work through you, or alongside you on calls you join. We do not contact your client about anything outside the R&D claim you referred. We will not go around you.

No. We only do R&D tax work. We do not prepare accounts and we do not audit, so there is nothing for us to pitch for. Your client stays your client, and we work around the relationship you already have. That is deliberate: it keeps the relationship simple, and means you can introduce clients to us without worrying about what comes next.

Yes. We pay referral fees to accountants who introduce clients, and we always disclose them to the client. We think that is the only honest way to do it, and it protects both of you. We explain the arrangement when we set up the referral and confirm it in writing.

Every agent who advised on the claim, analysed the costs, wrote the technical report or filed the return has to be named, on both the claim notification and the additional information form. That includes us. How the naming works for each arrangement is confirmed with you before work starts. Being open about this protects you and your client.

It depends on the arrangement, and we agree it with you at the start. In many cases your practice files the company tax return, and we supply the R&D computations, the technical report and the additional information form. Where we submit the claim with the return ourselves, we do so as a named agent.

By limiting what we do and being open about it. We only do R&D tax work, we copy you into correspondence on a referral, and we agree in advance who speaks to whom. We do not pitch other services to the client, and any referral fee is disclosed to them.

Yes. We defend R&D enquiries for accountants' clients, including claims that were prepared by others. We triage the HMRC letter the same working day, review the claim and evidence, handle the written responses and prepare the client's competent professionals for any meeting. You are kept informed throughout. Clients with a letter in hand can be passed to us the same day.

We offer an R&D briefing for accountants covering what qualifies, which costs count, the notification and additional information form rules and how HMRC is checking claims. It is practical rather than academic, and designed to help your team spot claims and risks. Ask us about a session for your partners or your wider team.

We share the technical report, the cost workings and the claim summary with you as the claim is prepared, so you can see how every figure was built. Your practice, and the client, are entitled to the working papers that support the claim, and we keep them organised in case of an enquiry.

We handle it. A referred claim that HMRC queries is dealt with as an enquiry: we triage the letter the same working day and prepare the response. The record to date is that no R&D claim we have prepared has been rejected or reduced after an HMRC enquiry. Zero Risk claims include enquiry defence at no extra cost.

ASWATAX LTD is registered with the Chartered Institute of Taxation as Chartered Tax Advisers and for the purposes of anti-money laundering legislation. HMRC does not itself regulate R&D agents, but it can refuse to deal with them, so standards matter. Every claim is reviewed and signed off by a Chartered Tax Adviser.

We carry out our own checks on every client before we start, as we are registered for anti-money laundering purposes. We tell you what we will need from the client so it is not a surprise to them. Please do not assume your own checks cover ours. This is a normal step for any firm in our position.

Yes. A second-opinion review is a sensible check before a claim is filed. We review the projects against the Government's guidelines, test the costs and the records, and tell you plainly where the claim is strong and where it needs work. You decide what to change, and the claim remains yours.

For the first conversation, very little: the company name, what it does, a rough idea of annual R&D spend and the period of account. After that we need the company's records of R&D activity and costs, which we request in a short, ordered list so the client is not overwhelmed.

We reply the same working day. For an HMRC letter, we triage the case the same working day and tell you the reply date and what it means. If you tell us the matter is urgent, say so in your message and we will treat it as such. This applies equally to white-label work.

To whoever you prefer. On a referral, we update the client and copy you. On a white-label arrangement we update you, and you decide what is passed on. We confirm the reporting line in writing at the start so there is no confusion later. We never leave you guessing about progress.

Use the Refer a client form below or book a call. Tell us a little about your practice and the client, and we will explain how the two models work, agree how reporting will run and confirm the referral fee arrangement in writing. There is no obligation, and we reply the same working day.

Yes, in two situations. One is a second-opinion review before filing, the other is an open HMRC enquiry on a claim prepared by someone else. We also defend R&D enquiries on claims prepared by others, so a client whose previous adviser has gone quiet is a common referral. Tell us the stage the claim has reached when you refer.