NoCo CPAs
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4025 Automation Way #D1 (Map)
Fort Collins, CO 80525
Phone: 970-226-4686

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Switching CPAs

Ready to Switch CPAs?

If It’s Time to Switch CPAs

Sometimes changing your CPA might be a good idea. Once you are ready to move, we can help make the transition work. Many of our clients have come to us in just these kinds of circumstances. We are sensitive to the dynamics of the situation and we find that, in most cases, professionalism and courtesy from all the parties enables a successful change.

Replacing a CPA Firm

Here are some helpful hints on transitioning from one accounting firm to another:

  • Allow enough time look at your calendar to see what and when financial items are due.
  • In most circumstances, once the current firm has been notified, we can work directly with them.
  • Provide the current firm with a list of data and documents you require. We can help with compiling this request.
  • Your current accounting firm will be bound by their regulatory body to cooperate with handing over data and materials.
  • If the current accounting firm refuses to cooperate or has gone out of business, we are able to help with establishing an opening position. Given the nature of small businesses, this is not an insurmountable problem.

Recent Posts

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    June 11, 2014
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    March 20, 2013
  • Tax Implications of Bartering

    March 8, 2013

Testimonials

Leasa Magnuson was there when we needed her.

An unexpected audit on our returns was triggered by an unfortunate investment loss. All of the horror stories we had heard about came to the top of our minds and the adrenaline started pumping. We had never been through an IRS audit and didn’t know what to expect. We gathered all of the information requested. Leasa reviewed what we had, suggested a few more items and then we dropped off the requested supporting documents to the IRS several days prior to the audit. Promptly at 9:00 a.m. on audit day Leasa was there to support me and answer the grueling questions I was sure would come from the investigator.

Before we had a chance to take the hot seats in the investigator’s office, we were told that they had reviewed our documentation and we were given a "no change" verdict – which means everything checked out. We were free to leave.

I am confident Leasa’s council, review, and organization of our documentation and giving the IRS advanced time to review the information led to the positive outcome.

We are very lucky to have her on our team and will continue to use Leasa in the future.

Anita & Mike Kelly

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4025 Automation Way #D1 (Map), Fort Collins, CO 80525 - Phone: 970-226-4686