Considering switching to a new tax advisor?

It doesn’t hurt just to think about what you want from your advisor to ensure you are getting the best value for money.

Should I switch?

While a lot of small businesses out there are perfectly happy with their advisor, there are others who feel let down by the service they receive...difficult to contact, lack of knowledge, out-of-date systems...the list goes on! It doesn’t hurt just to think about what you want from your advisor and to ensure you are getting the best value for money.

Here are a few questions you can ask yourself about your current advisor: 

• Are they easy to contact?
• Do they have the knowledge and expertise to complete the work needed?
• Do they use modern technology so you can look after your accounts on the go?
• Do you get value for money?

If you answered no to any of these questions then it may be time to take a look at switching to an advisor that meets your business needs.

Is it difficult to switch?

The good news is that switching to a new advisor is easy and usually does not take up too much time. Most of the work is done by the old and new advisors. 

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

Your previous advisor should confirm that they have no problem with the switch and will provide the necessary information, but you may also just want to contact your old advisor yourself as a courtesy, to say that you are switching.

We can help!

TaxAssist Advisors can make life simple if you are considering making a change. Switching is easy. Inquire online here to book your free, no obligation consultation.

Date published Jan 28, 2022 | Last updated Jul 8, 2022

This article is intended to inform rather than advise and is based on legislation and practice at the time. 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 article, before receiving our written endorsement, we will accept no responsibility for any financial loss incurred.