Tech startup accountants

Accountants for tech startups, R&D claims, EMI options, SEIS/EIS, deferred revenue and investor reporting handled by people who read cap tables.

• R&D tax relief under the merged scheme, documented to survive a check

• SEIS and EIS advance assurance and compliance statements

• EMI option scheme setup and HMRC valuation agreement

• Cap table, share issues and Companies House filings kept in step

• Deferred revenue, ARR and burn reported monthly

• Data room and diligence support when you raise

The merged R&D expenditure credit scheme applies for accounting periods beginning on or after 1 April 2024, with enhanced support for R&D-intensive loss-making SMEs. Claims need an additional information form filed before the claim, named claim contacts and, for most new claimants, advance notification within six months of the period end, miss the notification and the claim is lost outright.

SEIS allows a company to raise up to £250,000 lifetime, within three years of starting to trade and with gross assets under £350,000. EIS follows on with larger limits. Both are unforgiving on order of events: shares must be fully paid ordinary shares issued before any convertible converts wrongly, and a single misplaced preference right can disqualify the round.

EMI options need a qualifying company, a qualifying employee, an agreed market value and notification to HMRC within 92 days of grant. Late notification is a common and expensive error, the options lose their tax advantage for everyone in the grant.

Thresholds, rates and deadlines quoted here reflect the 2026/27 UK position. Check current GOV.UK guidance, or ask us, before you rely on them for your own company.

We start by looking at the last filed accounts, your current records and your filing dates, then confirm a fixed scope and fee in writing.

Once the work is live you get reminders ahead of each deadline, a named person to ask questions, and a plain-English summary when the figures are ready, not a PDF with no explanation.