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When you work for yourself, we believe that you need a value for money price that offers great service and proactive advice from your accountant.

How easy is it to switch from one accountant to another?

At TaxAssist Accountants, we make this as simple as possible for you.

The first step is to contact us, we can then identify your local accountant 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 Accountants is the right choice for you, you may be wondering how you are going to break the bad news to your previous accountant. Now comes the easy part, you can instruct us to do that for you!

We will write to your previous accountant 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 accountants.

All accountants are expected to provide the paperwork and records within a reasonable amount of time by their professional bodies and accountants are familiar with the process.

How much will the accountant charge to hand this information over?

Providing you have paid for any work your previous accountant has completed then there should not be a charge for this. Some accountants may charge for 30 minutes of their time.

If I have paid my accountant in full, should I just wait until they have completed the work before switching accountants?

You have every right to change accountants 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 accountant 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 accountants 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 accountant 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.

Join us in three easy steps

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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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Chat to an expert

We clearly explain the support available to you and are happy to act as business advisors in order to help you grow your business.

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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.

How It Works

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Choose the right accounting firm for you

Running your own business can be challenging so why not let TaxAssist Accountants 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?

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Local business focus

We specialise in supporting independent businesses and work with over 4,400 clients. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.

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Come and meet us

We enjoying talking to business owners and self-employed professionals who are looking to get the most out of their accountant. You can visit us at any of our locations, meet with us online through video call software, or talk to us by telephone.

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Switching is simple

Changing accountants 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.

See how TaxAssist Accountants can help you with a free, no obligation consultation

1300 448 303

Or submit an enquiry