Partner programme for accountants

R&D tax relief for your clients. Recurring revenue for your accountancy.

Introduce clients doing innovative work and our specialists run the claim from assessment to HMRC. You keep the relationship, and receive 25% of our fee every year we work with them.

Book a partnership call Download the partner guide

Over 20 UK accountancies already partner with us, including two Top 30 practices.

What the partnership gives your accountancy

A specialist R&D function for your clients, without hiring one, and a share of the fees it earns.

Recurring, not one-off

25% of our fee, paid to you every year we work with a client you introduced.

You keep the client

You stay their trusted adviser. We handle the specialist work alongside you.

Little extra work

Your part is the introduction and the financial data. We run everything else.

Claims that hold up

Enquiry-ready reports, a PCRT check on every claim, and our own HMRC enquiry support team.

How it works

1

Partnership call

A conversation with one of our directors to agree how we'll work together.
2

Client Analysis

We work with you to analyse your existing clients to find opportunities for R&D claims.
3

Introduce a client

We suggest starting with your larger accounts, so returns arrive early for both of us.
4

We run the claim

Onboarding, technical assessment, the report, pre-notification checks and HMRC liaison.

Your role

Identify and introduce potential R&D clients
Provide financial data for their claim

Our role

Client onboarding
Detailed R&D assessment
Claim preparation
HMRC liaison and compliance
Client communication
Ongoing support and enquiry defence

Take the partner guide with you

How we work with partner accountancies, where R&D tends to sit in a client base, and how introductions and fee share work in practice.

Download the partner guide (PDF)

Industry whitepapers

Example expenditure, HMRC examples and client claims for each major sector.

R&D tax credits one-page guide

A concise overview for client conversations.

Technical report walkthrough

How our reports are structured, useful when a client has claimed before.

Partners can request any of these for their clients.

Claims your clients can stand behind

Your reputation travels with every introduction, so every claim is built to be robust, compliant and defensible.

What's included	AIF only	Other R&D advisers
Project overview, advance sought, uncertainties and cost analysis
Competent professional analysis	–
All projects included	–	–
Project stages and timeline analysis	–	–
Cost methodology and contractual analysis	–	–
Financial pack for the board	–	–
PCRT check	–	–

Why partner with Wilby Jones

A specialist you can confidently put in front of your clients

Wilby Jones is a specialist R&D tax consultancy established in 2019, supporting clients across the UK from our base in the East of England.

Recognition

Growth Business of the Year, Norfolk Business Awards 2025

Finalist, Best Independent Tax Business, Tolley's Taxation Awards 2025

A complete, end-to-end service

All projects included, project stages and timeline analysis, cost methodology and contractual analysis.

Enquiry-ready positioning

A dedicated R&D Enquiry Support team deals directly with HMRC on your client's behalf.

Built for professional standards

Competent professional analysis and a PCRT check on every claim, plus a financial pack for the board.

Supporting resources

Industry whitepapers, a one-page guide and technical report samples to share with clients.