msa620001
Returning Member

What can I ask for from the CPA I'm leaving?

After many expensive years, with many mistakes (!), I've decided 2022 is the last year I'll rely on my CPA.  Plan to move to TT for 2023 and beyond.  As I pay my final CPA bill, is there information/data I should request from him that will make the transition to TT as easy as possible?  Any chance they would have a data file, for example, that could be uploaded into TT?   Other things to request before we part ways?  thx