How to switch accountants gracefully?
My husband has an S. corp and I am self-employed, so I am wondering what kind of stuff I need to get from the previous accountant to give to the new accountant (when I find one). Would the new accountant be able to just take over without a problem, do you think?
The current accountant does the accounting stuff okay, but his communication skills are crap. He also does not charge what he says he will charge and then does not answer emails or phone calls questioning it. I am ready to switch today, but we are stuck with him until our taxes for 2004 are filed.
We will likely tell the current accountant that we are switching because we prefer to have someone local to us instead of 2.5 hours away, which is true. It would certainly make communication easier (and less expensive via telephone).