How to Switch Accountants with Taxperts

Switching accountants may seem daunting, but with Taxperts, the process is simple, seamless, and stress-free. We handle everything for you, ensuring a smooth transition without any disruption to your business.

Step 1: Get in Touch

Contact us to discuss your needs and the services you're looking for. We'll provide a free consultation to understand your business and how we can best support you. This is also a great opportunity to ask any questions you might have about the switch.

Step 2: Inform Your Current Accountant

Once you decide to switch, you'll need to inform your current accountant. Simply let them know that you've chosen to move to Taxperts. You can do this via email, phone, or letter. If you’d like, we can even provide you with a template to make this step easier.

Step 3: Authorize Taxperts to Act on Your Behalf

We’ll need your authorization to act as your accountant with HMRC and other relevant authorities. This typically involves completing a 64-8 form, which allows us to manage your tax affairs. Don’t worry—this is straightforward, and we’ll guide you through it.

Step 4: Transfer Your Records

We’ll work directly with your previous accountant to obtain all necessary records, financial statements, and any other relevant documents. This includes:

• Accounts and Tax Returns: All past accounts, tax returns, and related documents.
• Payroll Information: If applicable, we’ll gather your payroll details to ensure continuity.
• VAT Records: If your business is VAT-registered, we’ll ensure all records are transferred smoothly.
• Bookkeeping Data: We’ll securely transfer your bookkeeping data, whether it’s in software like Xero, QuickBooks, or Sage, or in another format.

Step 5: Set Up and Review

Once we have your records, we’ll set everything up in our systems and review your financial situation. If you’re using accounting software like Xero, QuickBooks, or Sage, we’ll ensure everything is properly integrated and up to date. If you’re interested in exploring funding options, we can also set up Swoop Advisor to provide tailored financial insights and opportunities.

Step 6: Start Enjoying the Benefits

With Taxperts, you’ll enjoy a tailored accounting service designed to meet your business needs. Whether it’s tax planning, bookkeeping, payroll, or financial advice, our team of experts is here to help your business grow and succeed.

Why Switch to Taxperts?

• Seamless Transition: We handle the entire process, so you don’t have to worry about a thing.
• Expert Guidance: Our team is here to provide the best advice and support, ensuring your finances are in safe hands.
• Cutting-Edge Software: We integrate with leading software like Xero, QuickBooks, Sage, and Swoop Advisor to provide you with real-time insights and powerful financial tools.
• Personalized Service: We tailor our services to meet your specific needs, helping you achieve your business goals.

Ready to Switch?

If you’re ready to make the switch to Taxperts, contact us today! Our friendly team is here to answer any questions and guide you through the process. Let us take care of your accounting needs so you can focus on what you do best—running your business