New Jersey CPA | Dimov Wasserman CPA

July 31, 2025

How Do I Switch from a Solo Tax Preparer to DIMOV WASSERMAN CPA?

DIMOV WASSERMAN is a Certified Public Accounting (CPA) firm based in New Jersey, specializing in services such as tax preparation, accounting, and business consulting. The firm serves both individuals and businesses, focusing on personalized, proactive financial strategies to help clients maintain compliance and achieve long-term financial clarity.

Dimov Wasserman CPA

105 Creek Crossing Blvd

Hainesport, NJ 08036

(609) 265-1590

Switching from a solo tax preparer to a full-service CPA firm like DIMOV WASSERMAN is a straightforward and strategic move—especially if your finances have grown more complex or your business needs tax preparation services new jersey outpace basic filing support. The transition process is designed to be smooth, secure, and fully supported by the firm’s experienced team, so you never feel lost during the switch.

1. Schedule a Discovery Call

The first step in the transition is scheduling a free consultation. During this call, the DIMOV WASSERMAN team will learn about:

  • Your current tax situation and any challenges with your prior preparer
  • Your business structure, income sources, or investment profile
  • Your goals—such as tax planning, entity restructuring, or audit protection

This is not a sales pitch. It's a best CPA in New Jersey practical session to ensure alignment and identify how DIMOV WASSERMAN can add value over your previous setup.

2. Document Transfer and Access Setup

Once you choose to move forward, the firm will assist you in gathering past tax records, either from your old preparer or directly from your files. If needed, they’ll:

  • Send a professional record request email or letter on your behalf
  • Review your last 2–3 years of returns for inconsistencies or missed opportunities
  • Securely import everything into their encrypted client portal

Even if your previous preparer didn’t use modern tools, DIMOV WASSERMAN can work with paper files, scanned documents, or even IRS transcripts as needed.

3. Onboarding and System Migration

If you have business books or QuickBooks accounts managed by your prior preparer, the team will help you:

  • Transfer control and access to your accounting software
  • Clean up prior bookkeeping entries if needed
  • Set up recurring financial check-ins

This ensures continuity, accuracy, and compliance moving forward without requiring you to start from scratch.

4. Tax Strategy Alignment

Once you're onboarded, the CPA team will go beyond basic preparation. They'll advise you on:

  • How to improve your estimated tax payment plan
  • Available deductions and credits you may not have been taking
  • Whether a different business structure might save you money

This strategic focus is a key difference between DIMOV WASSERMAN and solo tax preparers who primarily focus on annual filing.

5. Year-Round Communication and Support

Clients switching from solo preparers often express surprise at how proactive DIMOV WASSERMAN is. They don’t wait until March to hear from you — they stay in touch throughout the year with:

  • Quarterly check-ins
  • Email reminders
  • Access to a knowledgeable support team via phone or secure message

You’re never alone in managing your taxes or understanding new laws.

Conclusion

Switching from a solo tax preparer to DIMOV WASSERMAN doesn’t just improve your filing accuracy — it elevates your entire financial operation. With a structured onboarding process, expert reviews, tech-enabled tools, and proactive strategy, the transition is painless and highly beneficial. Whether you’ve outgrown your old preparer or simply want more robust support, DIMOV WASSERMAN makes the change seamless and worthwhile.