You’ll need to make your previous accountant aware of your desire to switch accountant. You may be making monthly payments, in which case it might be worth continuing with your previous accountant until your commitment ends - this is usually at the end of your accounting period end.
For example, say my year end is 31 March and the current date is 31 January - you’ve probably already made ten payments towards your year end accounts and so it would probably be worth paying for two extra months, getting your accountant to submit your accounts/tax return etc and then switching.
We’ll send you a new client form for you to fill in where we’ll ask you to provide your previous accountants’ contact information - we’ll ask you for their:
We’ll get in contact with your previous accountant to request your ‘linking information’. This will usually be the last set of accounts or tax return that they submitted on your behalf plus a breakdown of the figures.
We’ll also ask your previous accountant whether there is any professional reason why we should not act for you. The main reason they would object is if you have not paid your final bill with them - at this point they may hold onto your ‘linking information’.