Helen Tollefson
Tax Manager

Helen’s role is to ensure quality and compliance of R&D and Patent Box reports for our clients.

Helen Tollefson headshot

About Helen

From her degree in business management, through working as a chartered accountant and focussing on tax, Helen has a breadth and depth of accounting experience gained over 12 years. 

Helen joined Source Advisors in 2020 to specialise in R&D tax relief and Patent Box. She has worked with our clients, large and small, across many sectors helping them to submit robust and successful tax relief claims. She also works with companies who are facing HMRC enquiry to offer advice and add supporting evidence in defence of a legitimate claim. 

Accreditations

Member of the Institute of Chartered Accountants in England and Wales (ACA).

In her own words

With HMRC’s continued scrutiny of R&D tax relief claims it is more important than ever that our clients trust us to deliver up-to-date, accurate and fully compliant advice. Supporting our clients through that process by getting to know their businesses makes every day different.