Latest Practices Wanted for Purchase or For Merger

Family run virtual tax practice based in Northeastern US looking to purchase tax practice or book of business of any size up to $200k. Founder is EA and tax attorney. We pride ourselves on giving our clients personal attention. Your clients will be in good hands with us. Prefer virtual practices handling tax preparation, tax planning/advising, or bookkeeping. Solo and small practices looking to sell are encouraged to contact us.

Bay Area existing EA firm would like to buy tax firm for $1M to $2M. Offices in SF and Walnut Creek. 97% Virtual.

Seeking Accounting Platform Acquisition Halledge is seeking to acquire an established accounting, bookkeeping or Client Accounting Services (CAS) firm in Illinois or Florida. We are long-term buyers building a modern accounting platform while preserving each firm’s reputation, employees and client relationships. Preferred profile: • Strong bookkeeping & payroll practice • Monthly recurring revenue • Existing team expected to remain • Owner willing to stay 12–24 months We welcome confidential and off-market opportunities. Committed to retaining employees and clients. Replies will be handled confidentially. Contact: accus11inc@gmail.com

Established Lake Mary CPA firm seeking to acquire a well-run tax or accounting practice with $300K–$1M in annual gross revenue. Ideal seller is a CPA, EA, or tax practice owner considering retirement or a confidential transition. We are operators, not investors, and your clients would be served by an experienced CPA-led team with strong tax, accounting, and workflow support. Central Florida preferred, but statewide virtual or hybrid practices will be considered. Flexible deal structures available, including clean exit or advisory transition role. Confidential inquiries welcome. Contact Herman Singh, CPA at herman@hstaxes.com.

Financial advisor with 25+ years’ experience who is also an enrolled agent seeks practice to join or acquire. My vision is to integrate tax and financial planning to deepen the client relationship and service experience. Ideal environment would involve an owner who is 5 to 10 years (or one unexpected health event) from partial or full retirement who wants their transition plan to be a process rather than an event. Cash buyer open to negotiating an ownership transition over time. Reply to neal@nealclemens.com or text 330-852-1905. Securities offered through Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc.

I am currently operating 2 office with over 15 employees. I have acquired 3 practices in past 7 years. I am ready to acquired 2 more Virtual practice in Northeast in 2026. I am willing to pay 50% down and 50% in 3 yrs. Contact: Rehan-rqusmani@bitaccounting.com or text me at 718-255-7155.