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Business & Professional Offices

Accounting and CPA Office Moving in the Sacramento Valley

A move date picked around filing deadlines, client-file cartons coded by shelf run, and old returns left for your shredding vendor, not our truck.

(530) 354-8089
Accounting & CPA Office moving in the Sacramento Valley: Murdock's crew at work
  • Licensed & InsuredUSDOT 3421940 · MC 1416634
  • Locally OperatedChico + Yuba City
  • Sacramento ValleyChico · Yuba City · Sacramento

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Planning a Accounting & CPA Office Move

Ask a managing partner when the firm can move and the answer usually comes back as a list of dates the firm cannot. March 15 for partnership and S-corporation returns. April 15 for individuals. September 15 and October 15 for everything that went on extension. In the Valley there is often one more: farm clients who skip estimated payments file by March 1, so a Yuba City or Colusa practice with grower clients feels the squeeze in February.

That leaves a few real openings a year, and we plan the move to fit one of them. Late April through early August is the usual choice, and May is popular in Sacramento and Roseville once the review queue clears.

The other decision is what not to move. Most firms reach a lease change with years of retained client files, and some of it has aged past the firm's retention policy. Your records lead sorts cartons into three piles before we arrive: working files for this season, retained files for the new file room, and material for the shredding vendor. Only the first two ride on our truck.

Who usually signs off
Managing partner or firm administrator, with the tax and records leads approving the packing calendar
Timing that works
Between filing deadlines, most often late April to early August; evening packing of the file room while partners keep seeing clients by day.

What typically moves

  • Lateral and vertical client-file cabinetsEmptied into cartons coded by cabinet and drawer, or moved locked when your records lead prefers that and the cabinet can travel loaded safely.
  • Retained prior-year client-file cartonsLoaded by shelf-run code and set at the matching bay so staff can refile without opening boxes to hunt.
  • Tax-preparer workstations with dual screensTagged by preparer, screens padded in cartons, and each desk rebuilt at its assigned spot on the new plan.
  • High-volume scanners and check scannersPacked in their own cartons with trays and cords; software and driver setup stays with your IT provider.
  • Partner offices and client conference roomConference table, chairs and credenza go in first so the firm can meet clients the first morning back.
  • Binding machines, supply cabinets and mailroom shelvingSupplies boxed by shelf with contents noted on two sides; the binding station travels as one labeled group.

Access and scheduling

We start with the firm's own calendar: which partners have client meetings that week, when the last extension returns go out, and whether anyone needs the conference room until the final afternoon. The file room and storage closets can be packed ahead of move day, leaving preparer desks for last.

Buildings add their own rules. Offices near the Capitol Mall and along J Street in Sacramento usually book the freight elevator by the hour and want insurance paperwork on file before they confirm, and we can send a certificate naming the owner and manager. A single-story suite off the Esplanade in Chico or on Colusa Avenue in Yuba City is simpler, though a shared lot may mean parking the truck before other tenants arrive. From June on, the heavy carrying starts early in the morning.

Protection and handling

Client names stay off the outside of every carton. Your team writes a shelf-run code instead, such as a cabinet letter and drawer range, and keeps the index. We load a shelf run together and set it down at the matching bay in the new file room, so staff can refile in order without opening boxes to see what is inside.

Lateral files usually travel emptied with drawers locked or taped. Tax-preparation stations, scanners and label printers are tagged to the preparer who uses them; we can unhook and reconnect the physical cables at each desk, and the firm's IT provider takes care of the tax software, portals and remote access. Shred-bound bins stay in a marked room the crew does not enter, and your vendor collects them on its own schedule.

Who does what

Some of this job belongs to other trades. The written plan names each one.

Files past the firm's retention period
Your shredding vendor collects them from a room your staff marks. Our crew does not handle or transport shred-bound material.
Tax software, client portals, remote access and phones
Your IT provider moves the network and phone service and tests each preparer's login. We handle the desks and cabling at the plug.

Not part of our work

  • Opening, sorting or indexing client files; the firm keeps the file index and decides what each carton holds.
  • Deciding which returns and workpapers are past retention; that call belongs to the partners.

Around Chico, Yuba City and Sacramento

Tax practices cluster in downtown and midtown Sacramento, in Roseville and Rocklin office parks off I-80, around downtown Chico and the Esplanade, and along Colusa Avenue and Plumas Street in Yuba City. Firms in Yuba City, Gridley, Colusa and Willows often carry farm clients, which shapes their busy months as much as the IRS calendar does.

The crew that shows up

The Murdock’s crew lined up behind the truck on an orchard road in Butte CountyMurdock’s crew rolling a shrink-wrapped piece on dollies through a building lobbyThree Murdock’s crew members at the back of the box truck

Accounting & CPA Office Moving FAQs

Another question? Call (530) 354-8089.

Our lease ends in March. Can we move before the April 15 deadline without losing a week?

It can work if the move is split. We pack the file room and storage closets over two or three evenings, move them on a Saturday, and leave preparer desks in place until a second weekend. Partners and staff lose one Monday of setup instead of a week. Tell us which preparers can spare their desk first.

How should we label client-file boxes so client names are not visible?

Use a code tied to the firm's own index, such as cabinet B, drawers three to five. Write it on two sides and the lid. We load by code and set each run in the matching bay, and your records lead is the only person with the key to what the code means.

We have grower clients who file by March 1. What does that do to our moving window?

It closes February for most Valley firms with ag clients, on top of the usual March and April crunch. Practices in Yuba City, Colusa and Willows often find late April or early summer is the first real opening. Some prefer to wait for August, after the heat peaks and before extensions come due.

Can the scanning station keep running until the final afternoon?

Yes. We pack every other room around the scanners and one or two preparer desks, then take those last and unload them first on arrival. Your IT provider can have the network ready so the scanners are running again the next morning.

Plan your business move

Tell us both addresses, the building rules you know about, and the dates you cannot move. We will send back a written plan and estimate.

Call (530) 354-8089

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