09/30/2026
Thinking about switching tax preparers next year? 🍂
September/October is the perfect time to start looking, and here’s why:
✅ There’s still time to plan. When a new set of eyes reviews your situation before December 31, there’s still time to act on any savings they find.
✅ You beat the busy season rush. By January, many firms have stopped taking new clients. In the fall you have more options.
✅ The handoff can be smooth and unhurried. There’s time to gather prior returns, review your history and get everything set up correctly.
✅ You walk into tax season prepared instead of scrambling.
Good news: Eaglecrest CPA is now accepting new clients! Whether you’re an individual, a business owner or managing a trust or estate, we’d love to help.
Send us a DM or email [email protected] to schedule a meeting with Julie.