tax practice management

Secure your future, increase your firm’s value, and achieve freedom with smart business planning.

How to Prepare Your Business to Exit Using Taxaroo (or Pass it on to Your Heirs)

Don’t miss this essential webinar where you’ll learn how to set up your tax practice for a successful exit or smooth succession. Whether you’re planning to sell your business, retire, or pass it on to your heirs, join us for an insightful session led by industry expert Mario Costanz.

Save Your Seat Today

Upcoming Webinar Tuesday,

September 10th, at 3 PM EST
tax practice management
How do you transition from endless work to creating a valuable, transferable business asset?

What You'll Learn:

  • <strong>Systematize Your Operations:</strong> Discover how to create efficient processes that make your firm more attractive to buyers or heirs
    Systematize Your Operations: Discover how to create efficient processes that make your firm more attractive to buyers or heirs

  • <strong>Boost Firm Value with Technology:</strong> Learn how Taxaroo’s all-in-one platform makes your practice scalable and marketable.
    Boost Firm Value with Technology: Learn how Taxaroo’s all-in-one platform makes your practice scalable and marketable.

  • <strong>Plan for a Smooth Transition:</strong> Understand how to prepare for a seamless handover and ensure long-term client retention.
    Plan for a Smooth Transition: Understand how to prepare for a seamless handover and ensure long-term client retention.

"Taxaroo helped us streamline every aspect of our operations, making our firm more organized and ready for growth."

– Brandon Sherman, Tax Practice Owner

Webinar Presenter

Mario Costanz, Entrepreneur, Author

After building and successfully selling 99 retail tax offices nationwide in just five years, Mario Costanz transformed the industry with innovative digital tax solutions. Now, as CEO of Taxaroo, Mario helps tax professionals scale, optimize, and plan for the future.

REGISTER TODAY FOR THIS EXCLUSIVE WEBINAR

Don’t miss your chance to learn how to prepare your tax firm for a profitable exit or seamless transition. Register now to secure your spot and set your practice up for success.

Tax & Accounting Professionals Love Us!​

Don’t just take our word for it – Taxaroo’s real-world impact is demonstrated by satisfied clients who experience tangible benefits from our software. Our platform has transformed their operations, and their lives. Allowing them to focus on what really matters: providing exceptional service and growing their businesses.

“Taxaroo has cut our workflow time by 50%, allowing us to focus more on value-add client conversations.”

Brandon Sherman, <span style="font-size: 14px; letter-spacing: normal;">Owner</span>

Brandon Sherman, Owner

Sherman & Associates

“Taxaroo has been a lifesaver for our business this year. We were very lucky to have the tools of Taxaroo.”

Alice Zaganczyk Peterson, CPA

Alice Zaganczyk Peterson, CPA

AM Accounting and Tax Services

“Using Taxaroo, we’re able to smoothly handle 500 returns and generate half a million a year in revenue… with just two employees!”
Karen M. Stevenson, EA, MBA

Karen M. Stevenson, EA, MBA

Stevenson Tax and Accounting

Ranked highest in customer satisfaction

Become part of a growing network of small tax, bookkeeping, accounting and CPA firms that have discovered the benefits of Taxaroo’s cost-effective and easy-to-use practice management software.

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Owner

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Tax Professional

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Get started today with a 7 Day FREE trial

Here’s your opportunity to transform your tax or accounting firm. Experience the simplicity, efficiency, and power of Taxaroo for yourself. Sign up and unlock your firm’s full potential!

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