Switching accountants
Switching is easy.
We do the work.
Most new clients move to us in less than a week. We request your files, contact your old preparer and set up your portal.
How it works
Easy in 4 steps.
1
Book a free call
15 minutes, no obligation.
2
Upload last year’s return
Through your secure client portal.
3
We contact your old preparer
No awkward conversations for you.
4
You’re set for tax season
Checklist and reminders sent automatically.
What to have ready
Just a few things to start.
✓
Last two years of tax returns
✓
Your most recent IRS or state letters
✓
Login access to your bookkeeping software
✓
A list of bank and credit card accounts
FAQ
Switching questions
Is it awkward to leave my current accountant?
+
Not at all. We send a polite records request so you never have to have the conversation.
Can I switch in the middle of tax season?
+
Yes. If your return isn’t filed yet, we can take it over at any point.
What does switching cost?
+
Nothing extra. Switching is included with every plan.
Tax season is closer than you think.
Book a free 15-minute call. We’ll tell you exactly what you need and what it costs, before you commit.