FORM 4 - CLIENT DETAILS AND INFORMATION

This information request form is only for new clients that we have emailed to request completion. If you have chosen a package that meets your needs or need to contact us to request further information to tailor a package to you, please get in touch using our 'Contact Us' form.

Please give us a call or drop us an email with any questions about this form. We will then get back to you.


Please refer to the email sent to aid with completion.

Changing accountant. The prosess is relatively easy and conducted professionally as you would expect between professionals. If you are happy to issue a termination notice yourself we can issue you with a simple template letter that you could use. Alternatively if you don't feel comfortable telling them you are changing, then we can do that for you. All we will need from you is a signature confirming the change. We will then keep you informed and let you know when all your historic records and working papers have been received.

Form 4 of 5

 
 
 
 
 
 
 
 
 
Yes
No
 
 

Your consent and authority: 

By submitting this form, you authorise us to approach your previous accountant and ask them to send your accounting data and records to us.

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