If your long-time CPA is retiring, it may feel unsettling. For many, a tax professional is more than just a preparer—they’re a trusted advisor who understands your financial history. The good news: with the right steps, you can smoothly transition to a new tax professional who may offer even more personalized service.

Step 1: Gather Your Records

Your new preparer will need prior returns, ideally from the last three years. These are the years still open to audit. If you don’t already have copies, check your tax software portal or request transcripts from the IRS.

Step 2: Understand Your Needs Going Forward

Think carefully about the services you need in a tax professional:

• Do you want in-person or virtual service?
• Do you need expertise for business, rental property, or investments?
• Do you want year-round support and proactive check-ins?

Clarifying your needs helps ensure you find the right fit.

Step 3: Consider Credentials Beyond CPA

While CPAs are well-known, Enrolled Agents (EAs) are federally licensed tax professionals who specialize exclusively in taxation. Like CPAs, they can represent you before the IRS—and in many cases, they bring more targeted tax expertise.

Step 4: Ask the Right Questions

When interviewing a potential preparer, consider asking:

• How do you handle clients with situations like mine (multi-state, investments, retirement)?
• Is my return prepared locally, or is any work outsourced?
• What measures do you use to protect my personal information?
• Do you provide year-round support or only during tax season?

These questions help you find a professional who prioritizes security and service, not just speed.

Step 5: Take Advantage of the Fresh Start

A new tax professional can bring valuable fresh insight, such as:

• Spotting deductions or credits you may have missed
• Recommending strategies to lower future tax bills
• Advising on life changes such as relocation, retirement, or new investments

Bottom Line

When your CPA retires, you’re not left adrift. By gathering records, clarifying your needs, and asking the right questions, you can confidently transition to a new tax professional. Whether CPA, EA, or another qualified preparer, the goal is the same: peace of mind and trusted guidance.

At Grants Pass Tax Service, we’re here to provide secure, personalized, and local support for your tax needs. Contact us today to schedule a consultation.