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Larrycoleman1978
Larrycoleman1978
Level 1
November 19, 2025

Lacerte Tax Clients Need Help Filing or Are For Sale

  • November 19, 2025
  • 3 replies
  • 7 views

I have approximately 120 relatively straightforward individual clients for whom I no longer wish to provide tax prep services, as I am stepping into retirement. I am located on the border of Wisconsin and Minnesota.

3 replies

abctax55
abctax55
Level 15
November 19, 2025

Larry, this is a public forum.  

I suggest removing your phone & email info A S A P to avoid being inundated with spam.

HumanKind... Be Both
    T
    TaxGuyBill
    Level 15
    November 19, 2025

    Are the clients currently in-person clients (including physical drop-offs), or are they remotely prepared?

      S
      SnowPhoenix
      Level 2
      November 19, 2025

      I am potentially interested as I am building up my practice. Can client service be done remotely?

        George4Tacks
        George4Tacks
        Level 15
        November 20, 2025

        In the upper right of this screen is a bell, an envelope and your icon. Click the envelope and start a private message.

        When there you will see  click that blue thingie and type larrycoleman1978 (you should notice it will gradually complete the name for you) and start a direct conversation. You can then share more personal contacts use texting or e-mail or even phone each other to discuss whether you might make a deal. 

        Answers are easy. Questions are hard!
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