Business Details
41 Years
experience
Tax Experts in Town, City and Country
At EQ Services, we are dedicated to delivering exceptional accounting, tax, and advisory solutions tailored to the unique needs of our clients. With over four decades of experience serving businesses across agriculture, healthcare, leisure, technology, and charity sectors, our team of chartered accountants and tax specialists prioritises proactive support and long-term partnerships. We combine technical expertise with a deep understanding of industry-specific challenges, offering services ranging from audit and succession planning to payroll management and R&D tax credits. Our client-centric approach ensures personalised guidance, whether you're a small family business or a large organisation. Recognised for our commitment to excellence, we pride ourselves on building trusted relationships that extend beyond financial metrics. Our professionals, including partners with decades of experience, provide strategic insights to help clients navigate complex tax landscapes, optimise financial performance, and achieve sustainable growth. With offices across Scotland and a reputation as SME champions, we remain focused on innovation while maintaining the personal touch that defines our service ethos.
Services
Accounting
Tax Advisory
Audit & Assurance
Succession Planning
Payroll & Bookkeeping
Served areas
- Kelso, Edinburgh, Penrith, Alnwick, Haddington, Melrose, Hawick
Details
- Year established: 1985
- Employees: 25
- Insured
Highlights and features
- We offer 40+ years of experience in chartered accounting and tax advisory
- Our team includes specialist partners in agriculture, healthcare, and technology sectors
- We provide proactive, client-focused solutions tailored to SME needs
- Our dedicated payroll and bookkeeping department ensures seamless financial management
- We combine technical expertise with personal service through assigned engagement teams
Associations and certifications
- Chartered Accountants
Payment methods
- Debit cards
- Credit cards
- Bank transfers
What people say
Proactive approach
Seamless transition
Highly recommend
Personalised service
Sector expertise
Services
Accounting
Our accounting services streamline financial processes through cloud accounting, management accounts, and virtual finance teams. We provide tailored solutions for businesses of all sizes, ensuring regulatory compliance while optimising financial performance. With dedicated experts handling day-to-day financial operations, clients can focus on strategic growth while benefiting from real-time financial insights and reporting.
Tax Advisory
Specialist tax services cover transaction tax, succession planning, and employee incentives. Our Taxperts deliver customised strategies for SMEs across diverse sectors, including agriculture and healthcare. We focus on maximising tax efficiency through R&D credits, business restructuring, and international tax planning while maintaining compliance with HMRC requirements.
Succession Planning
We develop comprehensive succession strategies for business owners and family farms. Our approach combines tax planning, will creation, and buy-sell agreements to ensure smooth leadership transitions. Specialists address rural succession challenges and corporate ownership transfers, safeguarding business continuity while minimising inheritance tax liabilities.
Payroll & Bookkeeping
Full-service payroll and bookkeeping solutions include VAT compliance, pension scheme management, and cloud accounting. Our dedicated team provides bespoke financial record-keeping, staff secondments, and management accounting support. Clients benefit from accurate, timely processing and expert guidance on financial reporting and tax obligations.
Audit & Assurance
Professional audit services focus on risk mitigation and business improvement. We conduct due diligence for mergers and acquisitions, investment appraisals, and financial control reviews. Our approach combines regulatory compliance with strategic insights to enhance operational efficiency and support informed decision-making for business growth.
People
David Morrison
Partner
Specialising in tax planning and business structuring, David has been with EQ since 1997. He advises owner-managed businesses and focuses on leisure sectors, holiday parks, and family enterprises. His expertise includes R&D tax credits and employee rewards.
Angela Haig
Partner
A tax specialist since joining EQ in 2016, Angela advises individuals and international clients. Her work covers high net worth clients and agricultural partnerships. She brings extensive experience in complex tax matters and client relationship management.
Gordon Buist
Partner
Joining EQ in 2022, Gordon specialises in tax advice for family businesses. He represents client interests in tax policy matters and focuses on corporate restructuring, business sales, and employee ownership schemes.
Rachel Bell
Partner
Promoted to Partner in 2020, Rachel specialises in business tax and R&D. She works with healthcare and veterinary practices, providing transaction tax expertise and business reconstruction solutions while serving on technical committees.
Victoria Ivinson
Partner
A chartered accountant with agricultural sector expertise, Victoria focuses on succession planning and tax. She advises on IHT, CGT, and farming businesses, combining technical knowledge with practical understanding from her farming background.
Questions
What accounting services do you offer for SMEs?
We provide tailored accounting solutions including cloud accounting, management accounts, financial reporting, and virtual finance team support for SMEs across all sectors.
How do you handle complex tax planning for businesses?
Our Taxperts specialise in business restructuring, R&D tax credits, international tax, and employee incentives, delivering customised strategies to optimise tax efficiency.
What succession planning services do you provide?
We create comprehensive succession strategies for family businesses and farms, covering wills, trusts, buy-sell agreements, and tax-efficient ownership transfers.
Can you manage payroll for multiple company structures?
Yes, our dedicated payroll team handles complex multi-company structures with tailored solutions, pension compliance, and timely processing for groups of all sizes.
Do you offer audit services beyond regulatory compliance?
Our audits combine regulatory requirements with business improvement insights, including risk assessment, control reviews, and strategic financial guidance.
How do you support agricultural businesses?
We provide sector-specific accounting, tax planning, and succession services for farmers, combining technical expertise with practical understanding of rural enterprises.