Is it difficult to switch accountants?

Q. I’m not really that happy with my current accountant and was thinking of switching. However, I’m afraid the process will be difficult and will take up too much time. How easy is it to change?

23rd January 2020

The good news is that changing accountant is easy and usually does not take up too much time. Most of the work is done by the two accountants. 

Once you have made the decision, your new accountant will send a letter to your old accountant advising them that you have decided to change and requesting some basic financial documents and information from them.

Your old accountant should confirm that they have no problem with the switch and will provide the new accountant with the necessary information.

You may just want to contact the old accountant yourself as a courtesy to say that you are switching but other than that the switch over process is completed between the two accountants!

Find out more about switching to TaxAssist Accountants here

Disclaimer: Advice shared in this blog is intended to inform rather than advise. Taxpayer's circumstances do vary and if you feel that the information provided is beneficial it is important that you contact us before implementation. If you take, or do not take action as a result of reading this forum, before receiving our written endorsement, we will accept no responsibility for any financial loss incurred.

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Contact us today to book your FREE consultation at your local office:

1800 98 76 09

Book a free consultation