![]() ![]() Attempt to Remedy the Situation with your Current Accountant It is important to find an accountant that you can trust and believe you can work within the long run. Qualification and Registration – Ensure their tax agent license and membership with accounting and tax associations are valid.Communication and point of contact – Who will you be working with and how will they contact you?.Specialisation – Do they offer the services you require? Do they have experience and similar clients in your field?.Ensure that you are addressing any shortcomings that you want to avoid. Shop around and speak to multiple accountants to see what may be best suited to you. It’s important to note that you should not tell your current accountant that you are thinking of changing accountants yet. Is there a notice period that needs to be served? What method of communication is required to notify your current accountant of your decision to cease utilising their services? Take the time to go through your signed service agreement so that you are fully aware of what the repercussions are if you decide that you wish to terminate the contract. Have you paid ahead for work that has not been completed? Or do you owe for work that has already been done? Track and review where you are at with regards to your payments towards your current accountant. Review Your Current Agreement Terms and Conditions ![]() If you feel there are key documents missing, try and contact your previous accountant to request any missing documentation. These can be attained through emails and hard copies you have filed away.
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