How We Vet Our Accountants
Every accountant in our network passes a 5-step verification process before they receive a single referral. In the YMYL category of late tax returns and HMRC penalty resolution, we hold our partners to the highest possible standards.
1. Professional Qualification Verification
Every accountant in our network must hold a recognised UK accounting qualification. We verify membership status directly with the relevant professional body before any referral is made.
2. HMRC Agent Registration
For late tax return work, HMRC agent status is non-negotiable. We confirm that every accountant is registered with HMRC as an authorised agent, enabling them to file returns and correspond with HMRC directly on your behalf.
3. Professional Indemnity Insurance
Every accountant must carry professional indemnity (PI) insurance with a minimum cover of £1,000,000. We request proof of current cover and verify the policy is active before any referrals are made.
4. Late Return Specialism Audit
General accountants are not suitable for late filing cases. We interview every applicant to confirm they have specific, recent experience handling overdue Self Assessment returns, HMRC penalty appeals, and multi-year backlogs.
5. AML Compliance and Regulatory Standing
Anti-Money Laundering (AML) supervision is a legal requirement for all UK accountants. We verify that every accountant in our network is registered with an approved AML supervisory body and has no outstanding regulatory actions.
What Happens to Your Data
When you submit an enquiry through our matching form, here is exactly what happens:
Your details are encrypted and stored securely on our servers. We are registered with the ICO and comply fully with UK GDPR.
We review your requirements and identify up to 3 accountants in our vetted network who match your location, case type, and complexity level.
Your contact details and a summary of your situation are shared only with those matched accountants. No one else receives your information.
Each matched accountant contacts you directly to offer a free initial consultation. You are under no obligation to proceed with any of them.
If you do not wish to be contacted, you can withdraw your enquiry at any time by emailing us. Your data is deleted within 30 days of withdrawal.
Our Guarantee
If you are not satisfied with any accountant we recommend, contact us and we will provide an alternative match at no additional cost. Our service is free for taxpayers — we are paid a referral fee by the accountant only when you choose to proceed.