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For Sale:  Portland-based Tax Practice

225 1040's, 40 entities.  Average billings of $975 for 1040's and $2,500 for entities.  Total revenues $300K-plus.  All tax prep; no bookkeeping or payroll. 

High-touch practice, but most clients are comfortable with phone/email meetings & prep. Transition will be easiest for someone using Lacerte.  This is a client list sale (no location lease); I'll work with the buyer on successfully transitioning clients to new firm. 

Contact josephthetaxguy@gmail.com


 

Looking for an EA or CPA Tax Office in Clackamas County that is ready to sell their business

Are you ready to retire? We are two local tax professionals looking for a small, established tax office to purchase in the Gresham / Damascus / Sunnyside area.

If interested, please send us your contact information, location address, how many years in business and number of annual tax returns.

Send your email to Emily at emilybaker503@gmail.com


 


How to Place a Classified Ad

You can now place an advertisement:

  • For 90 days (one calendar quarter) on this page of the OATC website and all chapter websites. Your ad can include links to information or documents hosted elsewhere.
  • In two issues of the bi-monthly state-wide newsletter
  • Both, for just the additional $20 setup fee.

To arrange for advertising, please contact the OATC Newsletter Editor Colleen Candee (email newsletter@oatc-oregon.org or call 503-780-4143.

Size for Newsletter
(includes any blank lines or lines used for graphics)
OATC Member Price*
1-10 lines $40
11-25 lines $65
26-40 lines $80
Sizes For Website

Full width (800 px)

OATC Member Price*
1-10 lines $40
11-25 lines $65
26-40 lines $80
larger - special quote

Half width (400px)

OATC Member Price*
1-10 lines $35
11-25 lines $55
26-40 lines $60

   

* Non-member rates are by special quote

Example of a 10-line, Full-Width Ad on the Website:

Position Available: Tax Preparer/Consultant (Junction City)

In need of a Licensed Tax Preparer with a minimum of four seasons tax preparation experience, a Licensed Tax Consultant, or an Enrolled Agent with a Tax Consultant's License. This is a full time (with overtime) repeating seasonal position to start January 11, 2016 and run through April 17, 2016. Office hours are M-F from 8:00 am to 5:00 pm with overtime on weekends if necessary.

Applicant must provide a copy of current PTIN and an active Oregon License. This is for a small firm in Junction City, OR. Please send resume with a list of tax software with which you have past experience, references, as well as a cover letter to Attention: Tonya at 545 Holy Street, Junction CIty, OR 97448.

 

Example of a 9-line, Half-Width Graphic Ad on the Website:

example

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Once you have confirmed the details and pricing of your advertisement, you send your check to Linda Musson at the OATC office.

more Calendar

9/8/2020 » 12/31/2020
ON-DEMAND WEBINAR: Rendezvous 2020: "All Tax Things COVID" (12 hrs CE)

9/18/2020 » 12/31/2020
2020 Basics & Beyond: "Client Gold! Federal Adjustments and Oregon Subtractions" (6 hrs CE)

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