New Jersey CPA | Dimov Wasserman CPA

July 31, 2025

Is Switching to DIMOV WASSERMAN from Another CPA Firm Easy?

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

Yes, switching to DIMOV WASSERMAN from another CPA firm is a streamlined and professional experience bookkeeping services designed to reduce friction and maximize continuity. Whether you’re coming from a solo preparer, a national tax chain, or another boutique CPA, DIMOV WASSERMAN has a clearly defined transfer and onboarding process that ensures a top tax preparers NJ smooth transition—without disruption to your current tax obligations or business operations.

Why Clients Switch

Clients often make the move to DIMOV WASSERMAN due to:

  • Lack of proactive planning from previous firms
  • Slow communication or missed deadlines
  • Inadequate support for multi-entity businesses or high-net-worth needs
  • Overreliance on generic, one-size-fits-all tax strategies
  • Transition from a seasonal tax preparer to a year-round advisor

Step-by-Step Switching Process

  • Introductory Consultation: You’ll begin with a discovery call to understand what isn’t working with your current provider and what you need going forward.
  • Document Collection Plan: DIMOV WASSERMAN provides a checklist of past returns, financial statements, and entity documents to request from your old CPA.
  • Authorization & Transfer: If needed, DIMOV WASSERMAN will help you draft a professional disengagement letter and request IRS POA (Power of Attorney) access for a seamless handoff.
  • Clean Slate Review: Their team performs a health check of your last 1–3 years of filings, accounting systems, and documentation to identify red flags or missed opportunities.
  • Onboarding & Kickoff: You’re integrated into their secure portal, assigned a primary point of contact, and given a strategic calendar for your financial year.

    • Client Experience During the Transition

    Clients are never left in the dark. The firm’s client success team walks you through each phase and provides status updates along the way. Whether you're an individual taxpayer or a multi-entity business owner, you'll receive a customized onboarding schedule.

    What Sets DIMOV WASSERMAN Apart in the Transition

    • Minimal Downtime: Your tax calendar stays on track while they take over.
    • No Finger-Pointing: They professionally manage the switch without blaming your previous provider.
    • Full Transparency: You’re shown exactly where things stand and what’s being improved.
    • Security First: All documents are transferred via encrypted portals, not email.

    Handling Complex Transitions

    Even if you're mid-audit, behind on filings, or switching from an accountant who used proprietary systems, DIMOV WASSERMAN has procedures in place to help. They’ve onboarded clients with years of catch-up bookkeeping, IRS notices in progress, or scattered documentation—and delivered successful outcomes with minimal stress.

    Conclusion

    Switching CPA firms doesn’t have to be a headache. DIMOV WASSERMAN makes the process professional, efficient, and client-friendly. They don’t just take over your files—they rebuild your trust in what good accounting support should look like. If you’re considering a change, their team is well-equipped to make your transition seamless, strategic, and stress-free.