Soaring Falcon Accountancy goes sky-high with client care drive

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Founded by visionary Alex Falcon in 2015, Soaring Falcon seeks to break away from traditional accounting practices in favour of “looking at the bigger picture”, by going beyond the numbers to achieve holistically excellent results for clients. 

Alex established her boutique practice to meet the unique needs of the technology and creative sectors seeking to launch in the UK from overseas.

From the offset, Alex found herself in the realm of R&D claims within the niche she had established.

“Since we largely focus on our niche of startups in tech and creative industries, we find that a lot of our clients are likely to be eligible for R&D tax reliefs,” said Alex. 

“In the past, when tools weren’t available to us, we were preparing these claims manually. They looked okay and were perfectly compliant, but I was always searching for different products to help me improve our claims even further, making them more streamlined. 

“It is a struggle to make sure that we’ve got all the right content under HMRC guidelines and that it’s all accurate when you’re processing complex claims.”

Alex engaged WhisperClaims for Soaring Falcon to support her with the growing number of R&D claims from innovative clients.

“WhisperClaims has acted like my tax partner in a way. It’s always great to have a second opinion as a sole practitioner and I make use of this service all the time.

“Having software like this in my practice helps me do my job better and make sure nothing is missed.

“I needed a solution that was going to be reliable and clearly present the figures and documents. 

“WhisperClaims takes the heavy lifting out of that, without letting us get complacent about due diligence. It’s user-friendly but appreciates that we’re the professionals and know best what HMRC look for in claims.”

Read the Full Success Story Here

How to write an R&D tax relief technical narrative

With HMRC’s new mandatory requirement for project descriptions on all submissions, we wanted to share our experiences to help others to write their best possible technical narratives.

Available to download here.

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