The dormant value
inside every CPA
practice, quantified
The average CPA firm operates at 22% EBITDA, doing the hard work of building deep client trust over years, then handing those clients' financial futures to someone else. MicroTax exists to keep that value inside the practice.
MicroTax gives CPAs the platform to monetize the trust they've already earned, without changing what makes their firm special to clients.
We partner with and acquire CPA firms to unlock the advisory revenue already sitting in their client base. You keep your brand, your client relationships, your team. We bring the technology, the advisory service layer, the specialist partners, and the systems, so your firm can focus on what it does best while revenue and margins grow significantly.
All conversations are private and obligation-free. Mutual NDAs signed before any practice-specific discussion.
A structural reality, not a failure of effort
Most CPA firms operate at 22% EBITDA because the structural design of compliance work caps the upside. The hours are real. The expertise is real. The client trust is real. But the revenue per client, driven by once-a-year tax filing and quarterly bookkeeping, has a ceiling that no amount of operational excellence raises through.
The advisory work that would raise that ceiling, proactive tax strategy, §7702 retirement design, entity restructuring, cost segregation, R&D credits, defined benefit planning, estate coordination, sits inside the same clients you already serve. Most of those clients would happily pay for that work. None of them are receiving it from you today, because the compliance schedule consumes the year.
This is the dormant value problem. The trust has been earned. The data has been collected. The relationship has been built across years of W-2s, returns, and quarterly check-ins. What's missing is the structural capacity to act on it, the technology to surface opportunities at scale, the specialist network to deliver advisory services, the systems to package and price the work.
MicroTax brings exactly that infrastructure. You keep the relationship, the brand, and the team. We bring the advisory layer that sits on top, and the economics shift accordingly.
We don't just aggregate tax returns. We activate dormant client trust, turning a once-a-year compliance relationship into a lifelong advisory partnership that actually moves the needle on the client's wealth, and on the firm's economics.
From compliance firm to advisory firm
Illustrative, partner firm outcomes vary materially with client base composition, owner readiness, and the depth of dormant advisory opportunity present in the top quartile of clients. See the full economics →
How partnership actually works
Five stages, sequenced. The first two are discovery and confirm fit before any commitment. The full path takes 12–24 months from signing to fully activated advisory practice.
Three firm profiles, three different conversations
The partnership program works for firms at different stages. The right structure depends on where you are, and what you want next.
Firms looking to expand into advisory
Already-profitable practices ready to add advisory capacity without building it in-house. The platform delivers what would take five years to build internally, technology, specialist network, methodology, packaging. Why partner →
Firms hitting a growth ceiling
Practices that have maxed out compliance-firm economics and need a structural lift in revenue per client. The math here is the cleanest, established trust, captive client base, no advisory layer yet capturing what's there. See the economics →
Practitioners considering retirement
For owners 2–10 years from intended exit with no internal succession path. MicroTax provides an acquisition route that protects client continuity, retains the team, and rewards the years of trust you've built. The most sensitive conversation we have, handled accordingly. Succession path →
What stays the same, and what changes
A partnership only works if the answer to "what changes for me, day-to-day?" is clear before signing. Here it is.
| Stays the same | Changes | |
|---|---|---|
| Your brand | Firm name, identity, local presence, unchanged. | Co-branded advisory deliverables only where you choose. |
| Your clients | Your client relationships remain yours. You remain the primary contact. | Clients gain access to specialist network, advisory layer, and the §7702 / VFO capability. |
| Your team | Existing staff retained. No forced reductions. | Training and platform access added. New advisory roles available for interested team members. |
| Compliance work | Runs unchanged. Tax preparation, bookkeeping, payroll, your existing services continue. | Augmented by the Opportunity Engine to surface advisory opportunities from the same data you already collect. |
| Owner economics | Compliance revenue intact. | Revenue share on advisory services delivered. Path to 40%+ EBITDA over 12–24 months. |
| Exit optionality | Your timeline, your decision. | Acquisition path available 2+ years into partnership for owners considering retirement. |
Schedule a confidential conversation about your practice
A 45-minute private call with Reenu Cherian or a senior partnership lead. No prep work required. We discuss your firm, your goals, and whether MicroTax is the right fit. If it isn't, we say so. If it is, we explain exactly what the next step looks like and what it commits you to.
All conversations are private and obligation-free. Mutual NDAs are signed before any practice-specific discussion. Conversations remain confidential whether or not a transaction occurs.