What do you need to discuss a listing range?

A recent P&L or tax return, a sense of owner add-backs, and the basics of your lease or real estate. We do not quote a generic multiple on a first call. The range depends on transferable cash flow and buyer demand for your specific business.

Will I have to stay involved after the sale?

Most buyers want a short transition for introductions and training—often 30 to 90 days. Longer consulting or an earn-out is a deal term, not a requirement. We help you decide what you are willing to do before you go to market.

Sell your tax preparation business.

Call (352) 515-0226

Request a listing consult

Selling a tax preparation business

Tax prep services attract CPAs and accountants. Client base and recurring revenue drive valuations. Buyers value tax client list, software expertise, and seasonal predictability.

Tax preparation valuations depend on client retention across tax seasons.

What buyers typically underwrite

Client Retention
Tax clients may switch providers.
Staff Retention
Tax professionals are competitive.
Technology Evolution
Tax software constantly updates.
Seasonal Concentration
Revenue heavily concentrated in tax season.

Complete industry guide

Seasonality, client file, and tax-prep business valuation.

Read Buying or Selling a Tax Preparation Business: The Complete Guide

Frequently asked questions

The consult is confidential. We do not advertise your business, contact employees, or approach customers until you decide to list and we agree on how outreach will work.

Ready to talk through a listing?

Request a confidential consult or call (352) 515-0226. We will tell you whether a sale is realistic before you go to market.