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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
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
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


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 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
FOR SALE ACCOUNTING & TAX PRACTICE with REAL ESTATE (living quarters) In Lower Westechester County NY, suburb of NYC. Turnkey operation, in practive for over 25 years. $ 1,800,000.
ACCOUNTING & TAX PRACTICE - Billing $ 900,000, in addition Financial Wealth Clients included.
40% Accounting and tax, 60% Personal Tax.

REAL ESTATE $ 985,000.- Office workspace for 25 individuals, with over 4,000 sq.ft.
Office and 2 Bedroom Apartment also. Perfect for owner to live here.

TURNKEY OPERATION - Will include all furniture and fixtures. Over 25 computer terminals and file server.
Staff, willing to continue with new owners and current principles, willing to continue during tax season and for transition only.

Contact PHIL NELSON at 914-235-0086, owner.
Are you near retirement, do you own a small tax/accounting practice near Addison Illinois - and are you interested in selling and transitioning out? I have a small practice in Addison IL and am interested in expanding. For further discussion, please contact me at
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      

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