CPA Transition
Your CPA Retired. Your Tax Plan Shouldn’t Retire With Them.
When your CPA retires, disappears, or stops returning calls, you don’t just lose a preparer — you lose the person who understood your business, your entity structure, and your numbers. We pick up where they left off, without the scramble.
See the CPA Transition Checklist →
✓ Work directly with Neil — no junior-staff runarounds, just real answers. · 30 min no-pressure fit call, no obligation either direction.
The Problem
Sound familiar?
Your CPA retired and handed you off to someone you’ve never met — or didn’t hand you off at all.
You only hear from your CPA once a year, right before the deadline — with no planning in between.
Calls and emails go unanswered for weeks — especially outside of tax season.
You’re not sure your entity structure, retirement contributions, or estimated payments still make sense — because no one’s checked in years.
You feel like you’re on your own, and tax season keeps arriving with surprises instead of answers.
None of that is a reflection of you or your business. It’s a sign your tax relationship has run its course — and it’s fixable, usually faster than you’d think.
The Solution
A clean transition, not a scramble.
We built a specific process for owners switching CPAs mid-relationship — not from scratch, but from wherever you currently stand.
We Get Oriented Fast
We request your prior returns, entity documents, and books directly — with your authorization — so you don’t have to reconstruct years of history from memory.
We Close the Planning Gap
Most reactive CPAs file what already happened. We look at what’s still changeable — entity structure, retirement-account timing, estimated payments, income timing — before year-end, not after.
We Stay in Touch
You’ll hear from us more than once a year. Neil remains directly involved, and your engagement has a clear point of contact, so questions do not wait until April.
Is This You?
Honest fit beats a hard sell.
Who this is for
- ✓ Owners whose CPA has retired or is retiring soon.
- ✓ Owners whose CPA stopped responding to calls or emails.
- ✓ Owners getting purely reactive service — a filed return, no planning.
- ✓ Owners who suspect prior planning questions were missed and want a clearer path forward.
Who this isn’t for
- ✗ Owners wanting the cheapest possible prep with no relationship.
- ✗ A single one-off filing with no ongoing work.
The Process
What switching actually looks like.
01
Fit Call
30 minutes on your situation, your prior CPA relationship, and whether we’re a match. No pressure, no obligation.
02
Document Transfer
You sign a simple authorization and we handle the transfer paperwork — at your pace. No awkward conversations with your old CPA required.
03
Review & Gap Check
We review prior returns, current-year records, and open planning questions to identify transition gaps and next steps.
04
Forward Plan
A written plan for the current year: estimated payments, entity considerations, and what to track before year-end.
Free Checklist
The CPA Transition Checklist
10 things to confirm before — and after — you switch, so nothing falls through the cracks. Bring it to your fit call; we’ll fill in whatever’s missing together.
- Locate your last 3 years of filed returns — business and personal, if pass-through.
- Confirm your entity type and filing status, and when it was last reviewed.
- Gather year-to-date bookkeeping or software access (QuickBooks, Xero, etc.).
- List all estimated tax payments made this year, with dates and amounts.
- Identify retirement plans in place (Solo 401(k), SEP, SIMPLE) and contribution levels.
- Pull payroll records if you run payroll for yourself or employees.
- Note any pending IRS or state notices, audits, or unresolved correspondence.
- Request a written authorization / engagement release from your prior CPA.
- List major life or business changes — new entity, sale, marriage, home, dependents.
- Write down your top 3 open questions you’ve been meaning to ask.
Questions
Before you reach out.
My CPA hasn’t officially retired — they’ve just gone quiet. Is this still for me?
Yes. “Reactive” and “unresponsive” are the two most common reasons owners reach out — retirement is just the most obvious version of it.
Do I need everything organized before I call?
No. Bring what you have. Sorting out what’s missing is part of the process — that’s what the checklist and the transfer step are for.
Will switching mid-year cause problems?
Often, the first step is simply understanding what is time-sensitive and whether an engagement makes sense. The Fit Call helps us sort that out.
What if I decide not to move forward?
The fit call is exactly that — a fit call. No obligation in either direction.
Your numbers didn’t retire. Let’s make sure your plan doesn’t either.
30 minutes. No pressure. No obligation.