Can I switch tax preparers before tax season ends?

Yes. You can switch tax preparers at any time. Many clients change accountants before filing their return for the current year.

Do I need to tell my current accountant I am leaving?

You are not required to justify your decision. If records need to be transferred, a simple authorization form handles the process professionally.

Will my new accountant review past tax returns?

At Perfectly Balanced, we review the last two years for consistency and completeness. We are not auditing your prior preparer. We are ensuring accuracy moving forward.

What documents do I need to switch accountants?

Bring: • The last two years of tax returns • Current year income documents • Any business or bookkeeping records if applicable

How do I switch to Perfectly Balanced in Redwood Falls?

Schedule an appointment, bring your prior returns, and we handle the rest. Book here: https://outlook.office.com/book/PerfectlyBalanced(https://outlook.office.com/book/PerfectlyBalanced)

SWITCHING PREPARERS | Perfectly Balanced

Thinking About Switching Tax Preparers?

If you have ever said, “I’ll give my tax preparer one more chance,” it may be time to ask why.

Switching accountants in Minnesota is not complicated. It does not require confrontation. And it does not mean something dramatic happened.

Sometimes it simply means you want clearer communication, better organization, or a team that explains your return in a way that makes sense.

At Perfectly Balanced, we make the transition simple.

Is It Hard to Switch Tax Preparers in Minnesota?

No. In most cases, switching tax preparers is straightforward.

Here is what the process typically looks like:

Provide your last two years of tax returns
Share your current year tax documents
Sign an authorization form if prior records are needed
We review everything for consistency and completeness

That is it. You are not locked in with your current preparer. You are allowed to choose the service that best fits your needs.

When Should You Consider Changing Accountants?

Clients in Redwood Falls and across Minnesota often switch when:

Communication feels rushed or unclear
They leave meetings with unanswered questions
They do not fully understand their return
Business growth has outpaced their current support
They want more proactive tax planning

You deserve to feel confident about who is handling your finances.

How Perfectly Balanced Makes Switching Easier

Perfectly Balanced, LLC provides personalized accounting, tax, and consulting services to individuals and businesses across Minnesota.

When you switch to our firm, we:

Review prior returns for consistency
Explain what we see in clear language
Identify opportunities or areas that may need attention
Help you move forward without pressure

We are not here to criticize another professional. Our focus is making sure you feel informed, organized, and supported.

Frequently Asked Questions About Switching Accountants

Ready for a Clearer Approach?

Switching tax preparers does not have to feel uncomfortable. If something feels off, you do not have to give it one more year.

Schedule a 15 minute appointment and let’s talk it through.

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Serving Redwood Falls and surrounding Minnesota communities.