Tax Practices for Sale

Individual and business tax preparation and planning practices, often with strong seasonal recurring clients.

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What buyers typically evaluate

General considerations for tax practices. This is plain-English background, not legal, tax, CPA, or valuation advice.

• Individual vs. business return counts and average fee per return
• Client retention and how concentrated the busy season is
• Software stack and how transferable the workpapers are
• Off-season advisory or bookkeeping revenue, if any

CPA Firms Bookkeeping Firms EA Practices Payroll Practices CAS / CAAS — Client Accounting & Advisory Services Fractional CFO & Advisory Audit / Review / Compilation Virtual Practices Fractional Controller Outsourced Accounting Department Multi-Service Accounting Firms

CPA Acquire is a listing directory only

CPA Acquire is a listing directory only. We do not broker, negotiate, value, advise on, escrow, or close any transaction. Buyers and sellers handle diligence, compliance, documents, and closing independently.