Acquiring 1040 and 1041 Clients

We are interested in acquiring 1040 and 1041 client segments from CPA firms seeking to streamline their operations and provide these firms with the freedom to focus on specialized services, pursue new business opportunities, or smoothly transition toward retirement.

We handle all client information with the utmost respect and discretion. Our approach is centered on maintaining strong, long-term client relationships and ensuring their ongoing satisfaction with personalized service. We are also prepared to integrate clients who are currently on extension for the 2023 tax year.

We’d love to discuss further. Please reach out to us at your earliest convenience. Thank you!