Switching accountants is easier than you think
You don’t have to have an awkward conversation, and you don’t have to chase your old accountant for files. We handle the handover — you write zero awkward emails.
Three steps, most of it on us
You sign a CRA authorization
One quick form names EverStone CPA as your representative with the CRA. That’s the only real task on your side — it takes a few minutes.
We request your records
We contact your previous accountant and request your prior-year returns and working papers directly. You don’t have to make the call.
We pick up where they left off
We review what’s there, flag anything worth fixing, and carry on — books current, deadlines tracked, nothing dropped in the handover.
Almost nothing
To get started, it helps to have your articles of incorporation, last year’s return and Notice of Assessment, and access to your bookkeeping (QuickBooks Online or Xero login, or your bank statements). Don’t have it all to hand? Book anyway — we’ll tell you exactly what matters and get the rest from your old firm.
Prefer to read the long version first? Our guide to switching accountants walks through every detail.
Switching FAQ
Can I switch in the middle of the year?+
Do I have to tell my current accountant?+
What does switching cost?+
What if I’m behind on filings?+
Ready for an accountant who picks up the phone?
Book a free 30-minute consult. We’ll map the handover and give you a fixed quote — no obligation.