Changing advisors is easier than it seems.
You won't have to chase paperwork, argue with your previous advisor or worry about leaving obligations half done.
We take care of the whole process so the switch is clear, safe and uninterrupted.
The doubt that holds people back most.
It is the fear of losing information, being left halfway through a quarter, or having to give awkward explanations.
That is not how it works.
We take care of collecting the documentation, reviewing what has been filed and guaranteeing continuity with no gaps.
You don't have to chase anyone: we will tell you what we need, when, and where each step of the process stands.
No surprises
We explain every step from the start.
No interruptions
We watch the deadlines so your activity never stops.
No loss of information
We guarantee the continuity of all your data.
Total transparency
We tell you how things are, always.
How we handle the switch.
We book a meeting.
We get to know your situation and review how your company stands today.
We request the documentation.
We tell you exactly what we need and deal with your previous advisor ourselves whenever that is necessary.
We review everything.
We go through what has been filed to date to check the information is consistent and that nothing is outstanding.
We continue without interruptions.
We take over from that moment, keeping the work and the deadlines running.
What we review.
Transparency from day one.
If we find errors, risks or anything that could be better, we will explain it clearly.
We don't look for culprits. We look for solutions.
Frequently asked questions.
Do I have to tell my current advisor myself?
There is no need. If you authorize us, we contact your previous advisor ourselves to request the documentation we need.
How long does the switch take?
It depends on the case, but in most situations the process is complete within days of our receiving the documentation.
Can I switch mid-year?
Yes. You can change advisors at any point in the year; we make sure the transition does not affect your outstanding obligations.
What documentation do I need?
We will tell you exactly what we need for your situation: usually the returns already filed, the accounting books and your census details.
Can I switch even with an open inspection?
Yes, that is possible. We review the state of the file and stay with you through that process too.
What happens to historical records?
We collect and organize your history so that continuity is guaranteed and no relevant data is lost.
The switch starts with a 30-minute conversation.
We will look at your situation and tell you in all honesty whether we can help.