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
  • Creative Industry Tax Reliefs
  • Personal Tax Compliance
  • Personal Tax planning – capital taxes, inheritance tax
  • Cryptocurrency Tax Advice
  • 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

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

Work with us

Are you in the legal, accounting or financial services sector? We regularly work alongside other professionals to provide individuals or businesses with expert tax advice, either directly or on a sub-contracted basis. Call Rachel Finch on 01275 867350 to discuss how we might help your clients.

Need Personal Tax advice?

For details of our Personal Tax advisory services, please click here. Or you can send a message to the team now.

Wanting Business Tax advice?

For details of our Business Tax advisory services, please click here. Alternatively, send us a message now.

Meet the team

Rachel Finch

Managing Director

Shaun Bartle

Associate Director

Jo Boyer

Tax Advisory Manager

David Parmenter

Accounts Manager

Ashley Pass

Assistant Tax Manager