Changing accountants is generally a straightforward process, although the arrangements will depend on your circumstances and the work currently being undertaken by your existing accountant.

Do I need to tell my existing accountant?

You should inform your existing accountant that you intend to change advisers and agree how any outstanding work will be dealt with.

It is worth checking whether there are outstanding fees, approaching filing deadlines or other matters that need to be resolved before the changeover.

Will my new accountant contact my previous accountant?

With your authority, your new accountant will normally contact your previous accountant to request professional clearance and relevant accounting and tax information.

This helps the new accountant understand your circumstances, identify any outstanding matters and arrange a suitable handover.

When is the best time to change accountants?

You do not necessarily need to wait until the end of a financial year or tax year. However, the timing should take account of upcoming deadlines and any work already in progress.

How can Johnson Accountants help?

Johnson Accountants can discuss your accounting and tax requirements, explain the proposed services and fees, and outline the steps involved in transferring your affairs.

Before accepting an appointment, we will also need to complete our client acceptance and identity verification procedures.

If you are considering changing accountants, please contact us to discuss your circumstances.