Changing tax professionals
You're switching accountants, tax attorneys, or other professionals and want to ensure continuity — so the new provider knows exactly what the previous one completed and what still needs work.
The continuity problem
Prior work may not be fully documented
Your old professional may have submitted filings, made requests, or taken actions that didn't get properly recorded in IRS records.
Handoff can create gaps
Between providers, accounts can fall into limbo. Work gets duplicated or missed entirely.
New provider needs verified baseline
They shouldn't have to guess what's complete, pending, or outstanding.
Documentation prevents duplication and ensures nothing gets lost in the transition.
Your new professional gets a verified, independent baseline from IRS records.
What a compliance review does
A compliance review uses IRS records to document:
- •Everything actually on your IRS account
- •What filings, payments, and actions have been recorded
- •What remains outstanding or unprocessed
- •A neutral, portable baseline for your new provider
Your new professional has verified, independent documentation.
They can see exactly what was done, what remains, and can plan work accordingly without guessing or redoing prior work.