Switching accountants is easier than you think
Not getting the advice, responsiveness or proactive help you expected? You're not stuck. Changing accountants is straightforward, and we do most of the work.
Common reasons people switch to us
You can't get hold of them
You deal with qualified accountants who know your business, and a team you can call whenever a question comes up.
You only hear from them at tax time
We look for ways to save you tax all year, and check in regularly on how the business is going.
You're not getting real advice
We help with structure, planning, forecasting and growth, not just compliance.
Your systems are stuck in the past
We're cloud-first Xero specialists, which means less paperwork and faster turnaround.
How switching to us works
- 1
Free consultation
Tell us about your situation and what hasn't been working. We'll explain how we'd help and agree a clear fee upfront.
- 2
Confirm the work
You sign our engagement letter, which sets out exactly what we'll look after for you.
- 3
We take over with the ATO
We add you to our client list with the ATO as your new tax agent, so we can see your lodgement history and accounts.
- 4
We collect your records
With your permission, we contact your previous accountant to request your records, so you don't have to.
- 5
We review and plan
We check what's due and anything outstanding, then agree the next steps with you.
Switching accountants: common questions
Do I need to tell my old accountant I'm leaving?
It's courteous to let them know, but you don't need to have an awkward conversation. With your permission, we can contact them to request your records.
Will switching interrupt my lodgements?
No. We check your lodgement history and upcoming deadlines as soon as we take over, so nothing is missed.
When is the best time to switch?
Any time. Many people switch before tax time or the end of the financial year, but there's never a wrong time to get better advice.
What will it cost?
Your first consultation is free, and we agree the fee upfront before any work starts, so there are no surprises.
What our clients say
“I couldn't speak more highly of Melbourne Tax Advisory, they went above and beyond to get my tax mess sorted out. Communication was excellent and everything delivered back in a super timely fashion. I definitely recommend their services and will be using in the future.”
Ready to make the switch?
Book a free, no-obligation chat with the team.