About Us

Finch & Associates was established by Rachel Finch in 2019, after having worked in the accountancy field for almost 30 years. Before this, Rachel was a Personal Tax Manager at Grant Thornton for five years before joining one of the South West’s leading accountancy practices, Burton Sweet, where she was partner for eight years. She has been a qualified Chartered Tax Advisor since 2000, and is an Enrolled Agent with the IRS in the USA.

Comprehensive tax advice

Rachel and the team at Finch & Associates provide broad-reaching tax advice to our clients.

Specialist areas include:

  • Research & Development Tax Credits
  • Personal Tax Compliance
  • Personal Tax planning – capital taxes, inheritance tax
  • Business tax planning – Corporate restructuring and tax planning, employee share schemes, company sales, MBOs, VAT
  • Business valuations – share sales, business sales, inheritance tax planning etc.
    International tax planning
  • US Tax Returns
  • Patent Box claims
  • Video Games Tax Relief

Accountancy services for companies, sole traders, partnerships

Finch & Associates also offers a full range of accounting and business advice services. We believe in forming lasting relationships with our accountancy clients. As a true partner to your business, we will be on call year-round with advice and assistance to help you thrive and grow.

Our services include, but are not limited to:
 

Accountancy Services

  • Financial reporting and accounts preparation
  • Management accounting
  • Company secretarial
  • Budgeting, forecasting and cashflow management
  • Accountancy advice
  • Corporation tax compliance service

Business Advice Services

  • Day-to-day business advice
  • Quarterly business reviews
  • Long term business planning and financial planning

Need some advice?

To speak to an adviser about whether you can qualify for and R&D Tax Credit, please call Rachel Finch, Director, on 01275 867350. Alternatively, you can send a message to the team now.

Could you be eligible for Creative Industry Tax Relief too?

Creative Industry Tax Relief (CITR) is a government scheme that allows UK film and TV production firms, game developers and other creative bodies to apply for tax relief funding from HMRC. If this includes you, then you could be eligible.

Find out more

Meet the Team

Rachel Finch

Managing Director

Shaun Bartle

Associate Director

Jo Boyer

Tax Advisory Manager

David Parmenter

Accounts & Business Services Manager

Ashley Pass

Assistant Tax Manager