Switching Accountants Is Easy

TaxAssist Accountants can make life simple if you are considering changing your accountant.

We know just how busy you are making sure your business is as successful as it can be, while maintaining your personal life too. When you work for yourself, we believe that you need great service and proactive advice from your accountant for a value for money price.

How easy is it to switch from one accountant to another?

At TaxAssist Accountants, we make this as simple as possible for you.

The first step is to contact us, we can then identify your local accountant and put you in touch with them to book a FREE, no obligation, consultation so we can understand your circumstances and then offer you a fixed fee quote which stands for three months.

Once you have decided TaxAssist Accountants is the right choice for you, you may be wondering how you are going to break the bad news to your previous accountant.  Now comes the easy part, you can instruct us to do that for you!

We will write to your previous accountant informing them to provide us with all of your accounting and tax records that they hold and we will prove that you have made the decisions to switch accountants.

All accountants are expected to provide the paperwork and records within a reasonable amount of time by their professional bodies - a process that accountants are familiar with.

How much will the accountant charge to hand this information over?

Providing you have paid for any work your previous accountant has completed, there should not be a charge for this. Some accountants may charge for 30 minutes of their time.

If I have paid my accountant in full, should I just wait until they have completed the work before switching accountants?

You can change accountants at any point in time. If you have paid in full you can ask for a statement of account to be provided and the accountant should provide you with a refund of the difference to cover the work they have completed but not the work they are yet to complete.

We can help you every step of the way, our accountants are known for their friendly and approachable service and we can make life simple for you.

Find out more

The first step is to contact us, we can then identify your local accountant and put you in touch with them to book a FREE, no obligation, consultation so that we can understand your circumstances and then offer you a fixed fee quote which stands for three months.

Contact us today to make an appointment at your local office

Submit an enquiry

Contact us today to make an appointment at your local office

Submit an enquiry