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Changing accountants is easier than you think!

All you need to do is sign 2 forms:
 

1. Form 64-8, this informs H M Revenue & Customs that you have authorised a new agent to act on your behalf when dealing with them in the future; and
   
   
2. A letter of engagement. The letter of engagement is a standard agreement explaining what we are responsible for and what you are responsible for. 

Holden Associates and your outgoing advisers will between them deal with the professional formalities on your behalf, after which we will have to carry out our own 'client identification' procedures. It is worth pointing out at this point, other than in rare situations, NO FEE'S will be charged to you by the old accountant or us for changing accountants.

Although not necessary, we find in most cases a short letter from you to your old accountant explaining we will now be dealing with your affairs helps make the transition smoother. If appropriate, you may wish to take this opportunity and thank the old accountants for their help in the past.

If you would like to discuss changing accountants contact Holden Associates today.