Changing Accountants?

This doesn't have to be a nightmare. It's as easy as 1 - 2 - 3.

1. If you're unhappy with your accountant, LEAVE. There is no reason for anyone to be stuck in a bad accounting relationship. Life is too short.
2. In order to begin financial statement reporting, we need beginning balances. These are generally provided in the last income tax return, or possibly the last set of financial statements that were prepared by the outside public accountant.
3. Provide the evidential documentation to complete the tax period in question. We will create auditable tax returns. In order to do this, we work from the original documentation, creating accurate and timely financial statements and tax returns.

That's about it! We might need something else from the prior accountant, but we would work that out between the firms.

Ready to change accountants? Want to know more?

Please fill out this form.