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TAX PRACTICE WANTED  BRONX & MANHATTAN, NY AREAS
Are you a tax practitioner looking to retire and ready to sell your tax and/or bookkeeping business?

Enrolled Agent, practicing for 25+ years, is looking for tax/accounting practices in the NYC area, the Bronx & Manhattan counties.

Call Wave @ (212)926-4103 or e-mail wlane@harlemtax.com
Seeking Firm or Partnership Opportunity
Thousand Oaks, California CPA seeking firm for purchase. CA licensed with attest authorization. Budget around $300k. Talented, personable, and ambitious millennial. Also interested in partnership opportunities at firms with owners looking to retire within 2-4 years. Contact me directly at info@fountainaudit.com if interested in discussing further.
Seeking Tax Practice in Park Slope Brooklyn Area
Growing tax practice in Park Slope is seeking to add a retiring practitioner. We recently moved into a much larger office with three private offices for interviews and support staff in place. We focus on mid to high level income clients, professional practices and small businesses.
 
Contact: Kevin Kelly
631-504-7225
Central Indiana Tax Practice Wanted
We are a successful accounting and tax practice in Marion County with a five-star reputation for service and quality looking to grow through acquisition or merger with a firm providing similar services. Flexible on transition and terms. If you're looking toward retirement, or for less stress, lets talk.
 
Contact: Jon Pryweller at 317-483-4200 or jon@whitewatergroup.net
Tax Practice - Vail AZ
Long established Vail AZ tax practice for sale. Here are the numbers:
TY2019 TY2020 YTD2021
Individual Tax Returns $59,500 $ 65,300 $66,700
Number of 1040s 250-300 250-300 300+
Entity Tax Returns $16,400 $ 19,400 $18,500
Number of Entities 45 45 45
Payroll Tax Returns $10,000 $ 10,000 $ 5600

Home based business with 60% to 75% profit margin, current owner does NOT do Write-up, Financial Services, Bank Products, Tax Settlements or Audits, so these would be new services which can make the new owner grow the business quickly. I prefer to sell to an EA or CPA only and I will stay on the first tax season to help in the transfer of the goodwill.

Steven Katz EA
520-351-2114
Willing buyer for tax clients
I am looking for tax professionals who would like to sell part or all of their client base. I do business virtually so location is a secondary consideration. Primarily, I prefer clients with pass-through entities, or other complex situations. I am happy to have a phone call with interested parties to share more information.

Paul Kluskowski
Cobalt Tax Services LLC

202-421-4466
Paul@CobaltTaxServices.com
www.CobaltTaxServices.com



TAX PRACTICE WANTED NEAR LONGBOAT KEY/SARASOTA, FLORIDA
If you are interested in slowing down, transitioning or retiring we are expanding into the Longboat Key/Sarasota, Florida area. We are immediately able to make a cash purchase and begin the transition. We are also very flexible, we can make the transition look however you like. Please contact me at chad.feucht@feucht.com or 907-787-9477.
Tax Practice Wanted near Tampa or Sarasota, Florida
Are you near retirement, do you own a small tax/accounting practice near Tampa, St Petersburg or Sarasota. Florida - and are you interested in selling and transitioning out? I am interested in expanding. For further discussion, please contact me at accutax@yahoo.com
Tax Preparer - Syracuse, NY

Busy tax office is seeking a tax preparer with a current PTIN (preferred).  Must have good analytical skills be able to provide quality customer service and enjoy interacting with a clients during tax time.  This is intended to be a reoccurring seasonal (January-April) position for 25-40+ hours per week.

 

Duties & Responsibilities:

·          Advise clients in the tax preparation process and prepare and file tax documents

·          prepare basic federal and state tax returns (SCH EIC, C & E)

·          verify tax returns for accuracy prior to e-filing

·          conduct face to face interviews with clients

 

Must have:

·          experience completing individual tax returns

·          experience using tax preparation software

·          an understanding of head of household and EITC due diligence requirements

·          strong written and verbal communication skills

·          excellent customer service skills

·          knowledge of Microsoft Word and Excel programs

·          experience working in a fast-past environment

 

Contact Chris Golden at chris@taxserviceinsyracuse.com      

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