Business Services

Raising investment through SEIS or EIS is one of the most powerful tools available to early-stage UK startups — but only if the compliance is handled correctly. We support founders through the entire process, from obtaining Advance Assurance from HMRC before your funding round, to issuing compliance certificates to your investors after completion. Our team ensures your company meets and maintains the qualifying conditions throughout the relevant period, so your investors can claim their tax relief with confidence and you can raise capital without unnecessary friction.

A funding round generates a significant amount of corporate paperwork that founders often don’t anticipate until they’re in the thick of it. We handle the company secretarial demands associated with each round — including board and shareholder resolutions, filing updated share capital with Companies House, maintaining your statutory registers, and issuing share certificates. Whether it’s a pre-seed round with a simple investment agreement or a Series A with detailed shareholders’ agreements, we ensure the corporate housekeeping is completed accurately and on time so you can focus on closing the deal.

Share options are one of the most effective ways to attract and retain top talent in a competitive market, but getting the structure wrong can lead to unexpected tax liabilities for both the company and the employee. We advise on the most appropriate scheme for your business – whether that’s an EMI scheme, CSOP, or unapproved arrangement – and handle the setup, HMRC registration, and ongoing annual reporting obligations. We also support with the valuation process and ensure your option agreements are structured to be tax-efficient from day one.

If your startup is developing new technology, processes, or software, you may be entitled to claim R&D tax relief – a valuable incentive that can either reduce your corporation tax bill or generate a cash credit if your company is loss-making. We work with your technical team to identify qualifying expenditure, prepare robust claims that stand up to HMRC scrutiny, and ensure you’re claiming the maximum relief available under the current merged R&D scheme. Our approach is thorough and evidence-based, designed to give you confidence in every claim submitted.

Many startups receive grant funding from bodies such as Innovate UK, Creative Europe, or local enterprise partnerships, and most grants come with a requirement for independent audit or verification of how the funds have been spent. As a registered audit practice, we provide grant audit and assurance reports that satisfy funder requirements, giving your grant body the confidence that funds have been applied in accordance with the terms of the award. We work closely with your team to ensure the process is as painless as possible and that your reporting deadlines are met.

As your startup evolves – whether that’s bringing on co-founders, preparing for a funding round, or planning an eventual exit – your corporate structure needs to keep pace. We advise on share reorganisations, holdco/opco structures, management buyouts, and demergers, ensuring every step is planned with tax efficiency in mind. From Business Asset Disposal Relief to capital gains planning and dividend strategies, we help you put the right structure in place at the right time, so you’re not left unpicking poor decisions down the line.

When you’re in the middle of a funding round, the last thing you want is investor due diligence exposing gaps in your financial records. We help you get investor-ready well before you go to market – preparing clean, well-structured management accounts, building out your data room with the financial documentation investors and their advisors expect to see, and ensuring your numbers tell a clear and credible story. From historical financial clean-ups to forward-looking forecasts and KPI packs, we make sure your financials can withstand scrutiny and give prospective investors the confidence to move quickly. Founders who prepare properly close rounds faster and on better terms — we help you get there.

A HMRC tax investigation is never a comfortable situation for any taxpayer. Our team will act with professionalism, diligence and determination to obtain the most optimal available outcome for you. We represent clients across the full range of tax enquiries, from compliance checks to Code of Practice 8/9. 

We understand that you’re busy building the next big thing in tech. That’s why we offer accounting services that keep pace with your fast-growing startup. Our team handles the nitty-gritty, from bookkeeping to financial statements, ensuring you’re always compliant without the headache. We use smart, cloud-based tools to give you real-time insights into your finances, so you can understand the numbers and use the knowledge to make informed decisions. By letting us take care of the numbers, you can focus on what you do best – innovating and scaling your business. Think of us as your financial co-pilot, helping navigate your startup’s journey to success.

At M.Tatar & Associates, we understand that every pound counts for tech startups. That’s why we’re committed to helping you unlock the full potential of available tax reliefs and credits. Our expert tax advisors stay ahead of the curve, optimising your strategy with a focus on high-impact opportunities like R&D tax credits, patent box, and EIS/SEIS claims. We don’t just ensure compliance – we proactively work to minimise your tax liability and boost your cash flow. By leveraging our up-to-date knowledge of tax laws and regulations, we help you re-invest more into your startup’s growth, giving you the financial edge to scale with confidence.

We offer comprehensive tax compliance services to ensure your startup meets all its tax obligations accurately and on time. From preparing and filing corporation tax returns to managing VAT and PAYE requirements, we handle all aspects of tax compliance for you. Our meticulous approach minimises the risk of errors and penalties, giving you peace of mind and allowing you to focus on your core business activities.

We understand that early-stage tech startups need strategic financial management without the hefty price tag of a full-time finance director. That’s where our Virtual Finance Office steps in. We provide you with seasoned financial professionals who deliver strategic guidance and operational support, tailored to your startup’s unique needs.

Our bespoke solutions cover crucial areas such as financial planning, cash flow management, investor reporting, and forecasting. We ensure you have the financial insights and direction necessary to make informed decisions and scale your startup effectively. By leveraging our expertise, you gain access to high-level financial acumen without the commitment of a full-time hire, setting the stage for sustainable success in the competitive tech landscape.

We recognise that robust financial data is the backbone of smart decision-making and provides crucial management information. Our bookkeeping services are designed to keep your tech startup’s finances in pristine order. From transaction logging to bank reconciliations, we meticulously manage your financial records, ensuring they’re always accurate and current.

By offloading these critical yet time-consuming tasks to our team, you’re free to concentrate on innovation and expansion. With our precise financial insights powering your choices, you’ll be well-equipped to navigate your startup’s journey and impress potential backers.

Let us take care of the numbers, so you can focus on bringing your tech vision to life.

As a registered audit practice, we are able to provide comprehensive statutory and non-statutory audit services. Our experienced auditors provide an objective assessment of your financial statements, ensuring accuracy and compliance with regulatory standards. Whilst only companies over a certain size require statutory audits; grant-funding bodies or investors may demand bespoke audits of start-ups to ensure transparency and integrity over the financials.

By choosing our audit services, you’re not just meeting compliance requirements – you’re reinforcing your startup’s credibility in the competitive tech landscape.We can help you build a solid foundation of trust with stakeholders through a robust scrutinisation of your numbers.

A HMRC tax investigation is never a comfortable situation for any taxpayer. Our team will act with professionalism, diligence and determination to obtain the most optimal available outcome for you. We represent clients across the full range of tax enquiries, from compliance checks to Code of Practice 8/9.