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Fill out forms that apply to you.
Each individual will need to complete an individual form and we also have a form for companies and Trusts.
Book a meeting.
Book an initial meeting so we can get to know each other and talk through what you need done.
This part is optional, you may want to send a message to your previous accountant advising them that you're moving on. Regardless, we will write to them to advise of the takeover.
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