It is a common misconception that changing accountants is a difficult process, especially when you have a business and multiple entities involved.

However this is not the case.

At McNamara and Company (for taxation and accounting engagements), typically the process follows this format.

Once you have decided to become a client we will need the following information:

1.    Copies of most recent income tax returns;

2.    Copies of most recent financial statements;

3.    Copies of trust deeds;

4.    Copies of company registers;

5.    All Tax File Numbers.

You will have most of this information but the parts that are missing we will contact your previous accountant and request these.

Alternatively if you feel comfortable you may contact them yourself.

If you would like to discuss further please contact us:
McNamara and Co - Chartered Accountants, located minutes from the Melbourne CBD
www.mcnamaraandcompany.com.au/contact-us
Phone +61 3 9428 1062
Email admin@mcnamaraandco.com

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