Business Details
41 Years
experience
Trusted Accounting & Tax Services in Edinburgh
EQ Services is a dedicated team of accountants, advisors, auditors, and tax specialists committed to client success. With over 20 years of trust built through expert financial management, we provide tailored solutions across accounting, tax, succession planning, and audit services. Our team of 225 professionals, including 48 trainees, specialises in supporting SMEs across diverse sectors such as agriculture, healthcare, leisure, technology, and charities.We prioritise proactive, client-centric relationships, ensuring meticulous attention to detail and compliance while delivering strategic insights to enhance business operations. Recognised as 100% SME Champions, we combine technical expertise with a deep understanding of client needs, offering seamless transitions to outsourced services and personalised support for growth, succession, and tax efficiency.
Services
Accounting
Tax Advisory
Succession Planning
Payroll Services
Audit & Assurance
Bookkeeping
Rural Sector Support
Corporate Restructuring
VAT Compliance
Management Accounts
Details
- Year established: 1985
Highlights and features
- We have over 20 years of experience in accounting services.
- Our team includes 225 professionals with sector-specific expertise.
- We guarantee seamless transitions to outsourced payroll and bookkeeping.
- Our proactive approach identifies tax savings and growth opportunities.
- We provide tailored succession planning for family businesses and farms.
Associations and certifications
- Institute of Chartered Accountants of Scotland (ICAS)
What people say
Proactive support
Seamless payroll transition
Expert tax advice
Personalised service
Strategic insights
Services
Accounting
Our accounting services streamline financial processes, optimise performance, and ensure regulatory compliance. We offer accounts preparation, cloud accounting, and virtual finance team support tailored to your business needs. With proactive advice and meticulous attention to detail, we help clients focus on growth while we manage the numbers.
Tax Advisory
We provide expert tax planning and compliance services, including transaction tax, R&D claims, and private client advisory. Our Taxperts deliver tailored strategies to maximise efficiency and navigate complex challenges, ensuring businesses and individuals meet obligations while minimising liabilities.
Succession Planning
Our succession planning services ensure smooth leadership transitions and business continuity. We specialise in rural succession for farms and corporate succession for SMEs, offering wills, trusts, and tax-efficient strategies to safeguard legacies and future-proof organisations.
Payroll Services
We handle payroll processing, pension compliance, and VAT reporting with precision. Our bespoke solutions cater to multi-company groups and evolving business needs, ensuring deadlines are met and regulatory requirements are fully addressed by our dedicated team.
Audit & Assurance
Our audit services provide credible financial reporting, risk mitigation, and system reviews. We act as an extension of your team, delivering insights to enhance controls, secure funding, and ensure compliance with statutory and investor requirements.
People
David Morrison
Partner
Specialising in tax planning and business structuring, David has over 25 years of experience advising owner-managed businesses. He leads EQ's tax team with a focus on R&D credits and leisure sectors.
Angela Haig
Partner
A tax specialist with expertise in high-net-worth individuals and international tax, Angela has been a partner at EQ since 2016, delivering tailored solutions for complex client needs.
Gordon Buist
Partner
Gordon advises on corporate restructuring and succession planning, leveraging his family business background to provide practical solutions for SMEs and agricultural enterprises.
Rachel Bell
Partner
Rachel specialises in business tax and R&D claims, with a focus on healthcare and technology sectors. She has led EQ's R&D team since becoming a partner in 2020.
Victoria Ivinson
Partner
Victoria provides tax planning and succession advice, combining expertise in agriculture and family businesses. She chairs EQ's rural sector team with a focus on farming legacies.
Questions
What accounting services does EQ offer?
We provide accounts preparation, cloud accounting, management accounts, and virtual finance team support tailored to your business needs.
How can EQ help with tax planning?
Our Taxperts offer R&D claims, transaction tax advice, and private client planning to ensure compliance and efficiency.
Do you specialise in rural business accounting?
Yes, we lead in agricultural accounting, with team members who understand farming challenges and succession needs.
What payroll services are available?
We handle payroll processing, pension compliance, and bespoke reporting for multi-company groups and evolving businesses.
How does EQ approach succession planning?
We create tailored plans for business transitions, focusing on tax efficiency, family discussions, and long-term sustainability.
Are your audit services compliant with regulations?
Yes, our audits ensure statutory compliance, risk mitigation, and credible financial reporting for investors and lenders.
