Remote-first fit
Cloud-based client service, digital documents, and a team that can work without a shared office are especially attractive.
Ready to sell your CPA firm, or simply do less of it?
Want to sell your accounting practice? Taxstra is interested in remote accounting and tax firms whose owners are ready to retire, cut back, or build a phased exit. If we are interested after reviewing the firm, we will make an offer. When the fit and records are clear, we can move to a quick close.
Direct, private conversation No obligation to proceed
For retiring and burned-out CPA firm owners who want their time back.
Selling an accounting practice is not only a valuation question. It is a client-continuity question, a staff question, and a personal question: how much longer do you want to carry every deadline, review, and difficult decision yourself?
We are most interested in firms that can be served remotely and transferred without breaking the relationships that made the practice valuable. You do not have to be completely done. “I want to work less” is a valid reason to start the conversation.
What we can say nowWe will review the firm. If we are interested, we will tell you and work toward an offer. If the information and terms line up, we can move quickly.
What makes an accounting practice attractive to us
There is no one perfect firm profile. These are the signals that make us want to learn more.
A transition that respects people
Client continuity, staff communication, and the owner’s role after closing belong in the deal conversation from the beginning.
Quick-close capability
When the information is organized and the terms align, we can move through diligence and definitive documents quickly.
Tax, accounting, bookkeeping, or advisory revenue Clients who can transition to remote service Documented workflows and usable financial records A realistic owner transition plan A team or client base worth retaining An owner ready for a direct conversation
A direct path from first look to close
Enough structure to protect both sides. No invented certainty before we see the facts.
- Fit review
You submit the quiz and a short firm profile. We decide whether the opportunity matches what we want to acquire.
- Confidential conversation
If we are interested, we learn what you are selling, what you want next, and what clients and staff need from the transition.
- Information and offer
We review the financial, client, staffing, technology, and operating information needed to discuss structure and an offer.
- Diligence and close
When both sides agree, we confirm the information, document the transaction, and prepare the client and team handoff.
Deal structure, regulatory requirements, diligence, and definitive agreements control the actual transaction and timeline.
Still planning the exit? Read our business succession planning guide and the tax considerations around selling a business.
Is your firm a fit for Taxstra?
Five questions. About two minutes. You will see an initial fit signal before sharing your contact information.
Your answers stay inside the firm profile you choose to submit.
Questions CPA firm owners ask before raising their hand
Clear answers for a decision that usually begins quietly.
What kinds of CPA and accounting firms are you interested in?
We are most interested in remote or remote-capable tax, accounting, bookkeeping, and advisory firms. We are especially interested in owners who want to retire, step away from management, reduce their hours, or transfer a book of clients through an orderly transition.
Will Taxstra actually make an offer?
If the firm fits our acquisition goals and the initial information supports moving forward, we will discuss structure and make an offer. Completing the fit check is not an offer or a promise to buy. Any transaction remains subject to diligence, agreed terms, and definitive documents.
Can you close quickly?
We can move quickly when the fit is clear, the financial and client information is organized, and both sides agree on terms. The actual timeline depends on diligence, financing if applicable, licensing and ownership requirements, contracts, and the transition plan. We will not promise an artificial closing date before reviewing the firm.
Do I have to retire completely?
No. A full exit is one path, but we are also interested in conversations with owners who want to cut back, transition gradually, or transfer a defined book of business. The right structure depends on the firm and the role you want after closing.
Do you only buy firms near Illinois?
No. Taxstra is a nationwide remote CPA firm, and remote practices are the clearest fit. A location-dependent firm may still be worth discussing if its clients and workflows can transition to remote service without disrupting relationships.
What happens after I submit the firm-fit form?
We review the fit information first. If we are interested, we will contact you for a confidential conversation and may request additional financial, client, staffing, and technology information. From there, the usual path is preliminary diligence, structure and valuation discussions, an offer, confirmatory diligence, and closing documents.
You do not need a finished exit plan to start.
Tell us what you built and what you want your role to become. We will tell you if we want to keep talking.
Last updated August 30, 2026. This page is an expression of acquisition interest, not an offer, valuation, commitment to close, or legal, tax, accounting, or investment advice. Any transaction is subject to diligence, agreed terms, applicable professional rules, and signed definitive agreements.