With a background in insurance, Cassie joined Source Advisors in January 2024. Cassie works with our clients and accounting partners to ensure that their R&D tax relief claims are not only compliant but that the process runs smoothly and efficiently from start to finish.
Her role is to coordinate and manage the resources and expertise needed to deliver a robust claim. By getting to know and understand our clients and their businesses, she can work to continually improve the claim experience.
“As the R&D tax relief schemes change, and HMRC’s requirements tighten, it’s so important that clients and accountants trust me to take them through the process. I want our clients to know that they are in safe hands and that we will do everything we can to help lighten their workload.”
