Switch in Order
Is your company prepared to switch tax advisors?
Changing tax advisors should not result in any gaps in information. This checklist outlines the contractual, professional, and organizational issues you should address before a potential handover date—without disparaging your current advisor.
Confidential · Do not upload any documents using the standard form
What You'll Get
What Needs to Be Clarified Before Termination
What documents are still missing
Which deadlines are particularly critical
What Topics Should Be Covered in the Confidential Initial Consultation
Tax Advisor Change Checklist
The check is loading. If it does not appear, JavaScript is disabled in your browser—we would be happy to discuss your switch with you confidentially.
Important Note
This review does not examine your existing contract, outstanding fees, rights of retention, or specific deadlines. Termination and handover should not be arranged until the actual agreements have been reviewed and the engagement has been accepted.
Frequently Asked Questions
Can I switch during the year?
Generally speaking, yes. The key factors are the contract, termination provisions, outstanding work, fees, powers of attorney, and upcoming deadlines.
Should I quit first or look for a new law firm?
A smooth transition typically begins with a confidential discussion to determine whether the new law firm can take on the case, its scope, and the timeline.
Who requests the documents?
Once the retainer agreement has been accepted and the power of attorney granted, we will agree on which documents you will provide and how coordination between the law firms will be handled.
