If I leave my accountant, will they keep working with me?
That's between you and them, but typically yes - moving to Afirmo just means the year-end work happens elsewhere. Most accountants are professional about a handover.
What to say to your accountant:
- You are moving to Afirmo from the next financial year
- You would like them to complete any outstanding returns for the current year
- Once those are filed, you will switch tax agency to Afirmo
- You would appreciate them granting xerosupport@afirmo.com Adviser access to your Xero (if applicable) for the migration
If you would prefer Afirmo to handle outstanding returns directly (rather than waiting for your old accountant), that is also an option - flag this to live chat and the team can quote for the past return work.
The migration team has seen this conversation hundreds of times and can help you draft what to say to your accountant if needed.