When you work for yourself, we believe that you need a value for money price that offers great service and proactive advice from your accounting firm.
How easy is it to switch from one accounting firm to another?
At TaxAssist Advisors, we make this as simple as possible for you.
The first step is to contact us, we can then identify your local accounting firm 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.
Once you have decided that TaxAssist Advisors is the right choice for you, you may be wondering how you are going to break the bad news to your previous accounting firm. Now comes the easy part, you can instruct us to do that for you!
We will write to your previous accounting firm 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 practices.
How much will the accounting firm charge to hand this information over?
Providing you have paid for any work your previous accounting firm has completed then there should not be a charge for this. Some firms may charge for 30 minutes of their time.
If I have paid my accountanting firm in full, should I just wait until they have completed the work before switching firms?
You have every right to change accounting firms at any point in time and if you have paid in full then you can ask for a statement of account to be provided and the firm 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 business advisors are known for their friendly and approachable service and we can make life simple for you.
The first step is to contact us. We can then identify your local TaxAssist Advisor 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.
*Our network of TaxAssist Advisors is made up of independently owned and operated franchised locations. While many are, not all locations are operated by CPA members and some of the services listed here may not be offered by practices which are not operated by a CPA. Please call us on 888-547-9295 and we will connect you with the nearest office to you.
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Get in touch
Arrange a free consultation in person or via video with your local accountant. It’s an informal chat to get to know you and find out more about the help you are looking for.
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We clearly explain the support available to you and are happy to act as business advisors in order to help you grow your business.
Get a fixed quote
Our fees are fixed and tailored specifically to each individual's needs, so that you only pay for the level of support and services that you require.
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Choose the right accounting firm for you
Running your own business can be challenging so why not let TaxAssist Advisors manage your tax, accounting, bookkeeping and payroll needs? If you are not receiving the service you deserve from your accountant, then perhaps it’s time to make the switch?
We specialize in supporting independent businesses. Each TaxAssist Advisor runs their own business, and are passionate about supporting you.
We enjoy talking to business owners and self-employed professionals who are looking to get the most out of their accounting firm. You can visit us at any of our locations, meet with us online through video call software, or talk to us by telephone.
Changing accounting firm is easier than you might think. There are no tax implications and you can switch at any time in the year and our team will guide you through the process for a smooth transition.