Breaking Up is Hard.
We Make it Easy.
Feel stuck with an accountant who doesn't call you back? We handle the awkward conversations, the file transfers, and the setup. You just sign.
Signs It's Time to Move On
You only hear from them once a year.
They use paper, binders, or ancient portals.
You found errors in your last return.
They don't understand your digital business.
You're afraid to ask questions due to hourly billing.
They speak 'Accounting-ese', not English.
The "No Awkwardness" Process
We Break the News
You don't have to call them. We draft a professional "Courtesy Letter" informing your previous accountant that you're moving to TaxBuddy. You just sign it digitally.
We Transfer the Files
We coordinate directly with your old firm to get your historical tax returns, trial balances, and access codes. We handle the admin headache.
Fresh Start Onboarding
We review your past returns for missed opportunities (the "Second Look") and set you up on our modern, paperless platform.
We'll Even Write the Email.
Ready to switch? Book a call and we'll have the transfer papers ready for you to sign before we hang up.
Book Your Switch Call