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Sell Your Tax Clients To Us


Do you have a small tax client base of approximately 25 to 100 clients that you would like to sell? Maybe you have started a new job or you are moving or you just do not have the time to prepare tax returns anymore. If so, please consider selling your tax clients to us as we will not only make the transition as smooth as possible but we will also compensate you for the value of your tax clients as well.

Benefits

  • Trusting your clients with a highly skilled and professional tax preparer.
  • Avoid paying high commision to an agency or other selling firm.
  • Easy transition process with no complicated sales contract.
  • Receive up to 100% of the value of your tax clientele.

How it Works 

  • Contact us and provide us an overview of your business. (Number of clients and type of returns)
  • Schedule an appointment to discuss the process and review the details of the agreement.
  • We will closely work with you to timely notify your clients of the transition.
  • Receive payment for your clients over the next two tax seasons.

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