CPA of Denver · Tax planning guide
Changing CPAs works best when you confirm the new engagement, gather complete prior records and make responsibility for upcoming filings clear. A move to more complex income is also a good time to decide whether you need return preparation alone or a planning relationship.
Recognize What Has Changed
Your needs may have grown from a simple W-2 return to two earners, investments, stock compensation, rental activity or additional states. The useful question is whether the service and communication fit the work now required. A new engagement should describe that work clearly.
Confirm Fit Before Transferring the Work
Ask about relevant experience, direct CPA access, timing, secure document transfer and the distinction between preparation and proactive planning. Describe any approaching filing or transaction deadlines at the first inquiry. The prospective CPA should confirm availability and scope before you assume the work has transferred.
Records to Gather for the New CPA
- Complete prior federal and state returns with supporting schedules.
- Available carryforward, depreciation, basis and related supporting records.
- Current-year pay, investment and equity-compensation information.
- Estimated-payment confirmations and relevant tax notices.
- A list of returns, extensions, projections or other work currently in progress.
- Open questions, missing records and any known prior-return concerns.
Ask which years and documents are needed before sending a large archive. Do not assume all supporting information is contained in a copy of the filed return.
Make Filing Responsibilities Explicit
Agree who will finish each return or extension, what work remains with the previous preparer and how deadlines will be handled. An introductory meeting is not confirmation that a new CPA has accepted every open task. Keep written engagement terms and a simple list of responsibilities.
Decide Whether Planning Belongs in the Relationship
If your concern is avoiding surprises from bonuses, stock compensation or investments, ask for a projection and planning scope. Discuss how updates will be handled during the year. Our preparation versus planning guide explains the differences, and our high-income household service describes a coordinated approach.
Transfer Records Through the Agreed Secure Channel
Confirm the recipient and secure instructions before sharing tax returns. Send complete, readable documents grouped by year, then identify missing items. Use the first-consultation checklist to prepare the next discussion. At CPA of Denver, the next step is to request a consultation and secure transfer instructions.
Frequently Asked Questions
Can I change CPAs if my prior CPA filed last year’s return?
Yes. Ask the prospective CPA to confirm fit, availability, scope and the records needed. Coordinate any work still in progress and confirm who is responsible for each filing.
Do I need to send prior-year returns?
Prior federal and state returns and relevant supporting schedules help establish continuity. The new CPA will identify additional records needed for your situation.
Does hiring a new CPA mean prior returns will be amended?
No. A prior-return review or amendment is separate work unless agreed. Provide any concerns and notices so the new CPA can assess the appropriate next step.
Discuss Your Tax Preparation and Planning Needs
Tell us briefly about your income sources, the return year and whether you need preparation, a projection or ongoing planning. Request an initial consultation. Please wait for secure document-transfer instructions before providing tax returns or financial records.
Published October 17, 2026 · CPA of Denver. General service and preparation information; the engagement and applicable tax year determine the advice and work provided.
Have a Specific CPA Question?
Book a $350 CPA Consultation for tax, accounting or financial-statement questions. The allowance covers up to one hour total for document review, preparation and the telephone call. Written reports and implementation require a separate scope. For availability or service-fit questions, send a brief inquiry.