Einstein Tax

What Einstein Tax does

Einstein Tax Ltd is a UK-based, privately held accounting and tax advisory practice founded in 2015 by Dan Devonald and registered in England and Wales (company number 09853959). The firm serves UK contractors, small businesses, and landlords, delivering year-end accounts, statutory tax filings, payroll, VAT submissions, and bespoke tax planning. Its go-to-market is built around tiered monthly subscription packages — Einstein Essentials (£60/month) for self-sufficient contractors, Quantum (£120/month) as the comprehensive flagship including all Einstein Extras services, and Einstein Property (from £35/month) for landlords using SPV Limited companies — supplemented by pay-as-you-go advice (Einstein Advice) from a Chartered Tax Adviser at £30–£150 per consultation.

The firm's delivery model is anchored on FreeAgent, an award-winning third-party cloud accounting platform that Einstein Tax includes within its subscription fees and uses for invoicing, bank reconciliation, payroll RTI filing to HMRC, VAT return submission, and project tracking. The founder's combined qualifications (CTA, CEng, TEP, AAT Licensed Accountant, DipPFS) enable holistic business and personal financial advice. Regulatory credentials include ICAEW Licensed Probate Firm status (licence C011003616) and founder AAT licensing (licence 100993), with Professional Indemnity Insurance held via QBE UK Limited. A sister company, Einstein Afterlife, extends the offering into Wills, Trusts, and Inheritance Tax planning via mutual referrals.

Customer acquisition relies on direct website contact, referral programmes (£2/month discount per referred client), and an extensive library of FreeAgent educational videos. Pricing is positioned as a value alternative to traditional UK accountancies charging over £1,000 per year for equivalent year-end work. The firm is bootstrapped, operates solely within the United Kingdom, and employs 1–10 staff.

Name

Einstein Tax

Legal name

Einstein Tax Ltd

Website

https://einstein.tax

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Einstein Tax Ltd is a UK-based accounting and tax advisory firm offering tiered monthly subscription packages and pay-as-you-go advice for contractors, small businesses, and landlords, delivered via FreeAgent cloud accounting software by a Chartered Tax Adviser-led practice.

Ownership category

akta.pro rank

Product category

Small Business Accounting & Tax Advisory

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219), Offices of Certified Public Accountants (541211)

akta.pro primary industry

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industries

Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Transfer Pricing & International Tax Services (BPAHABAI)

Keywords

• Accounting services
• Tax advisory
• Contractor accounting
• Small business accounting
• Landlord tax services

Headquarters

HQ city

Fulmer

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Monthly Subscription Packages: Recurring monthly subscription fees from tiered service packages (Einstein Essentials at £60/month, Quantum at £120/month, Einstein Property from £35/month), each bundled with FreeAgent subscription and various accounting services.
2. Professional Services: Pay-as-you-go tax advice from Chartered Tax Adviser starting from £30 for existing clients and £150 for one-off consultations. Additional fixed-price services including Confirmation Statements, Registered Office address, Payroll, VAT Returns, and Self Assessment Tax Returns.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Einstein Tax provides cloud-based accounting and tax advisory services for UK contractors, small businesses, and landlords. The firm delivers its offering through tiered monthly subscription packages that bundle FreeAgent cloud accounting software with statutory accounts, tax returns, payroll, VAT filing, and registered office services. Premium pay-as-you-go tax advice is provided directly by a Chartered Tax Adviser.

Product overview

Einstein Tax is a UK-based accounting and tax advisory firm offering cloud-based accounting services through tiered monthly subscription packages. The core product portfolio includes Einstein Essentials (£60/month) for self-sufficient contractors, Quantum (£120/month) as the comprehensive flagship package with all Einstein Extras services, and Einstein Property (£30+/month) for landlords in SPV Limited companies. All packages integrate with FreeAgent cloud accounting software, which Einstein Tax provides as part of their service. Einstein Advice offers pay-as-you-go tax consultations from a Chartered Tax Adviser. A sister company, Einstein Afterlife, provides estate planning through Advanced Wills and Trusts.

Differentiator

Problem solved

Functional benefit

Brands

• Einstein Afterlife: Sister company providing Advanced Wills and Trusts to protect family wealth and minimise Inheritance Tax (IHT).
• Einstein Essentials
• Quantum
• Einstein Property
• Einstein Advice

Products and services

• Einstein Essentials Entry-level monthly accounting subscription for experienced contractors and small businesses that manage day-to-day operations independently. Priced at £60 per month, includes FreeAgent subscription and annual statutory accounts filing.
• Quantum Comprehensive monthly accounting package for contractors and small businesses, described as the most popular option. Priced at £120 per month, includes FreeAgent subscription, statutory year-end accounts, tax returns, payroll, VAT filing, registered office address, confirmation statement, and personal tax returns.
• Einstein Property Specialist landlord service for property portfolios operating within a Special Purpose Vehicle (SPV) Limited company. Covers up to 3 properties with fees from £35 per month; pricing for 4+ property portfolios depends on complexity.
• Einstein Advice Premium pay-as-you-go tax advice from a Chartered Tax Adviser (CTA). Provides bespoke ad-hoc guidance for tax planning optimization including CGT implications, Inheritance Tax planning, and transaction tax treatment clarity. Minimum £30 (+VAT) for existing clients and £150 (+VAT) for one-off consultations.
• Einstein Extras Optional fixed-price add-on services that can be added to the Einstein Essentials package, including payroll, VAT returns, director's self-assessment, and Companies House confirmation statements. Services such as Confirmation Statement (£60 + Companies House Fee), Registered Office (£180/year), Payroll (£240/year), and Individual Self Assessment Tax Return (£240/return).

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• FreeAgentcoreTechnology or IntegrationFreeAgent is Einstein Tax's preferred accounting software for small business, freelance and contractor clients. It is an award-winning cloud-based accounting platform providing invoicing, expense tracking, bank reconciliation, payroll, VAT returns, and project management capabilities.
• QBE UK LimitedminorOthersProfessional Indemnity Insurance provider for Einstein Tax Ltd with worldwide coverage excluding USA and Canada
• Einstein AfterlifeminorStrategic or Co-development PartnerSister company specializing in wealth protection services including Advanced Wills and Trusts to help families minimize Inheritance Tax (IHT). Einstein Tax refers clients seeking estate planning to this partner.
• ICAEW (Institute of Chartered Accountants in England and Wales)coreImplementation/ SI/ Consulting PartnerEinstein Tax Ltd is an ICAEW Licensed Probate Firm (C011003616), indicating regulatory licensing and membership that enables them to provide probate services under ICAEW standards.
• AAT (Association of Accounting Technicians)coreImplementation/ SI/ Consulting PartnerDan Devonald is licensed and regulated by AAT under licence number 100993. AAT licensing is a professional accreditation for accountants.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Bench Accounting: Tech-enabled bookkeeping and accounting service for SMBs combining software with dedicated accountants; comparable business model combining cloud platform with subscription-based professional services.
• Clear Books: UK cloud accounting software targeted at small businesses and accountants; comparable as an enabling technology layer in the same UK SMB accounting stack.
• GoSimpleTax: UK self-assessment and tax software platform for individuals and small businesses; competes on DIY self-service rather than full-service accounting but overlaps in the same end-customer tax-filing use case.

Direct peers

• Crunchers Accountants: UK-based accountancy firm offering fixed-fee monthly packages for contractors and small businesses using cloud accounting software, directly comparable to Einstein Tax's subscription-based model.
• TaxScouts: Online UK tax preparation service connecting customers with accountants at fixed prices, representing the technology-enabled low-cost alternative to traditional accountancies that Einstein Tax competes against.
• Cotters Accountants: UK accountancy firm offering monthly fixed-fee bookkeeping, VAT, payroll, and tax return services for contractors and small businesses, sharing the same cloud-software-led subscription model.
• Catch! Accountants: UK contractor-focused accountancy providing flat monthly fee packages including accounts, tax returns, payroll, and VAT, positioned in the same SMB cost-conscious segment as Einstein Tax.
• 1st Contact Accounting: UK specialist accountancy serving contractors, freelancers, and small businesses with monthly packages and tax services, competing head-to-head in the same contractor-focused value tier.

Others

• FreeAgent: Core cloud accounting software platform Einstein Tax resells and bundles; a critical technology partner whose own direct-to-customer offering could disintermediate accountant intermediaries.

Broad incumbents

• Intuit QuickBooks (UK): Dominant global cloud accounting suite with significant UK presence; serves the same SMB segment but as a much larger incumbent with broader portfolio including payroll, payments, and lending.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/einstein-tax

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Einstein Tax