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Sell your tax services business.

Sell your tax services business.

Are you ready to retire or looking to create an exit strategy from your Tax Services business?

When you sell your Tax Services business to H&R Block, we'll work together to develop a plan that meets your retirement or exit timeline. We will work with you on a transition plan for your business and encourage you to stay involved in your business until you are ready to move on.

We'll also work with you to retain your staff. This means your clients will continue to receive the same great service they've come to expect, from the team they already know and trust.

The benefits of selling to H&R Block.

We know the decision to sell your business can be difficult, and that you want a smooth transition when you do decide to sell. That's why we offer these benefits:

To learn more about selling your business to H&R Block, email to request more info.


H&R Block is a financially solid, multi-billion dollar public company. You can be confident that we’ll deliver on our financial commitment to pay you the agreed upon price and all other contractual obligations.

H&R Block has an experienced team of professionals that will create a seamless transition for you and your clients. You’ll have the opportunity to stay involved and continue serving your clients, without the responsibilities of running the business.

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H&R Block’s business is based on personal relationships. We look for individuals who share our values: integrity, respect, client focus, and teamwork.

We put a high value on:

  • A successful business with loyal customers
  • A committed staff
  • Both individual and business clients


Request more info.

We understand how critical your employees are to the success of your business. We strive to retain your employees so they can continue to serve the clients who’ve relied on them over the years. We’ll work together to achieve both client and employee satisfaction to ensure the ongoing success of the business.

Every firm is unique. Our experienced team of professionals will work with you to determine the appropriate value of your business.

The best time to sell is at least one tax season before you truly intend to retire or move on to your next challenge. We are interested in buying businesses before the month of October as this will allow enough time to successfully transition the business before the next tax season.

Contact us by completing our request more info form. A member of our acquisitions team will get in touch with you.

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