Transition your tax clients to qualified experts
Intuit provides a home for 100+ of your clients so you can downsize, retire, or shift your firm’s focus. With a simple valuation process and payment after referring, you don’t need to worry about finding a buyer or managing a long transition, and can instead step confidently into your next chapter knowing your clients are handled with care.
Thank you for your interest
A qualified specialist will reach out to you soon.
We handle all the details for you
Step 1
Tell us about your firm
Share details about your book of business so we can complete a valuation.
Step 2
Receive your agreement and plan
We’ll provide a client transition plan with templates and resources to support a seamless experience.
Step 3
Payment and client transition
Once your agreement terms are met, you’ll receive payment. Our Managing Lead Expert will connect with your clients and match them with Tax Experts by tax need and location.
Got Questions? We are here to help.
Intuit helps tax professionals transition their clients by matching them with qualified, credentialed Intuit tax experts based on their unique tax situation. Tax professionals can expect support, resources, and payment upon completion of client referrals, all provided by Intuit.
This program is designed for tax professionals who are actively considering transitioning their clients to another tax expert.
Our Managing Lead Expert will work with you closely during the review of your book of business and will then pair clients with appropriate Full-Service Experts based on their unique tax situations and geographic locations. Full Service Experts are highly qualified Intuit tax professionals with an average of 12 years of experience. Your clients will continue to receive top-notch service with minimal disruption, honoring the trust you've built with them.
Intuit offers approximately 1 times the cost of each qualified return, paid upfront. A specific, personalized estimate will be provided after a brief discussion about your business.
Intuit’s technology is built with the decades of experience we have protecting our customers' data. We're committed to ensuring the security of our customers' information and our systems.
The next step is a brief follow-up meeting (virtual or a call, at your convenience) to discuss the specifics of your situation, answer any detailed questions you might have, and provide a more personalized estimate.
Ready to find your clients a new home?
Connect with our team to learn more and see how we can support your goals.
