Einstein Tax

Business Details

Your Trusted Partner for Accounting Solutions in Gerrards Cross

Einstein Tax was founded to address the gap in affordable, high-quality accounting services for UK contractors, small businesses, and landlords. With over a decade of experience in the industry, our team combines technical expertise with a client-centric approach to deliver efficient solutions. Our services are built around the award-winning FreeAgent cloud accounting software, enabling seamless financial management while reducing costs. We specialise in statutory accounts, tax returns, payroll, and VAT filing, with a focus on transparency and value. Our lead accountant, Dan Devonald, brings a unique blend of engineering precision and tax advisory excellence, having qualified as a Chartered Tax Adviser and Trust and Estate Practitioner.

We prioritise holistic financial advice, helping clients optimise their tax positions and plan for long-term wealth preservation. Our fixed-price packages, including Einstein Essentials and quantum, cater to businesses at all stages of growth. We are committed to simplifying complex accounting processes, ensuring compliance, and providing actionable insights to support informed decision-making. Backed by professional indemnity insurance and regulated by the AAT, we uphold the highest standards of integrity and accountability. Our mission is to empower clients through accessible, expert-driven accounting solutions that save time and maximise financial efficiency.

Services

Cloud Accounting Statutory Accounts Tax Returns Payroll Services VAT Filing Inheritance Tax Planning Landlord Accounting FreeAgent Integration Probate Services Financial Advisory

Highlights and features

We offer fixed-price accounting packages from 60/month with no hidden fees.
Our lead accountant is a Chartered Tax Adviser with engineering and financial planning expertise.
We provide holistic tax and financial advice tailored to contractors and landlords.
Our services integrate award-winning FreeAgent cloud accounting software for real-time financial management.
We guarantee transparent pricing and compliance with statutory filing requirements.

Associations and certifications

ICAEW
AAT
QBE UK Limited

Website

Update Listing

Services

Cloud Accounting

Our cloud accounting service leverages FreeAgent software to provide real-time financial tracking, automated bank feeds, and seamless invoice management. Clients gain full control over cashflow, expenses, and project management from any device. This solution reduces administrative burdens while ensuring accuracy and compliance for contractors and small businesses.

Tax Returns

We prepare and submit annual tax returns for individuals and businesses, ensuring compliance with HMRC regulations. Our service includes income tax, corporation tax, and capital gains tax calculations, with strategic advice to minimise liabilities. Clients receive clear explanations of their obligations and optimised filing timelines.

Payroll Services

Our payroll service handles salary calculations, tax deductions, and HMRC submissions for businesses with employees. We manage real-time reporting, pension contributions, and end-of-year processes. This ensures compliance with employment laws while saving clients time and reducing error risks through automated systems.

VAT Filing

We manage VAT registration, quarterly return preparation, and HMRC submissions for businesses. Our service includes cash accounting scheme advice, partial exemption calculations, and reclaiming overpaid VAT. Clients benefit from accurate filings and strategies to optimise VAT efficiency.

Inheritance Tax Planning

Our tax planning service focuses on protecting family wealth through trusts, wills, and asset structuring. We provide tailored advice on reducing inheritance tax liabilities while ensuring legal compliance. Clients receive actionable strategies to preserve wealth across generations using specialist tools and probate expertise.

People

Dan Devonald

Chartered Tax Adviser

Dan is a Chartered Tax Adviser (CTA), Trust and Estate Practitioner (TEP), and AAT Licensed Accountant. With a background in engineering and IT contracting, he specialises in tax planning, probate services, and financial advisory for contractors and landlords.

Questions

What accounting software do you use?

We use FreeAgent cloud accounting software, which offers automated bank feeds, invoicing, expense tracking, and real-time financial reporting for contractors and small businesses.

Do you offer fixed-price packages?

Yes, our Einstein Essentials package starts at £60/month, and the quantum package at £120/month includes payroll, VAT filing, and personal tax returns.

Can you help with landlord tax planning?

Yes, our Einstein Property service specialises in tax-efficient strategies for landlords operating through SPV limited companies, including buy-to-let portfolio management.

Are you regulated by professional bodies?

We are regulated by the AAT under licence number 100993 and are an ICAEW Licensed Probate Firm (C011003616).

Do you provide inheritance tax advice?

Yes, our Einstein Advice service offers bespoke inheritance tax planning with Chartered Tax Advisers, including trusts and advanced wills through our sister company Einstein Afterlife.