July-August 2026

In this issue:

July 13, 2026

Classifieds

PRACTICES FOR SALE

West Texas (El Paso to Abilene) 90% virtual CPA firm for sale. Gross revenue $200K. Asking $250K, owner will transit for 90 days. 72% tax, 28% CAS. Tax is 70% personal and 30% business. 432-338-4581

Accounting Biz Brokers offers the following listings for sale:

  • Austin, gross $900k (NEW)
  • Waco area, gross $480k (NEW)
  • Ark-La-Tex gross $1.2M
  • El Paso area, gross $1.045M (Sale Pending)
  • Tulsa area, OK gross $2.3M (NEW)
  • Tulsa, OK gross $2.2M (NEW)

Contact Kathy Brents, CPA, CBI. Office 866-260-2793 - Cell 501-514-4928

Kathy@AccountingBizBrokers.com. Visit us at www.AccountingBizBrokers.com

Member of the Texas Society of CPAs. Member of the Texas Association of Business Brokers

SELLING PRACTICES for over 43 years that exceed $1M in revenues … We only get paid for producing results! Confidential, prompt, professional. Contact Leon Faris, CPA, at PROFESSIONAL ACCOUNTING SALES ... 972-292-7172 … or visit our website at: www.cpasales.com.

Poe Group Advisors Available Texas Accounting Firms

Contact cpoe@poegroupadvisors.com if you have any questions about the listed firms.

Interested in selling your firm? Email bball@poegroupadvisors.com.

Virtual CAS Firm For Sale - listing ID CP2019 - Asking Price $2,500,000. Established for over 15 years, this fully virtual CAS and CPA firm is based in Austin, Texas with a dedicated, long-term staff known for reliability and deep industry expertise. 2024 cash flow of $656,000 with 2025 projected revenue of $1.3M. Owner hours only 1,800 per year with 20% additional capacity available in the current team for easy growth. Premium pricing model with bookkeeping average fee of $17,932. Services include 66% CAS, 23% tax, and 11% other. Highly automated workflow system drives efficiency and ensures thorough documentation. Tech-forward model emphasizes automation, strong staff accountability, and consistent profitability. Carefully curated client base spans real estate, blue-collar trades, professional services, and auto repair. Buyer can be remote. Inquire at poegroupadvisors.com/practice/cp2019/

CPA Firm For Sale in San Antonio, TX - listing ID TX2010 - Asking Price $950,000. Located in a sought-after area near downtown San Antonio, this well-established firm provides exceptional service for complex client needs across construction, medical, and service industries. Cash flow to owner is 45% with purchase price approved by lender. 100% paperless office with clear, well-documented processes ensuring smooth transition. Owner has over 40 years of experience in practice and teaching, building deep expertise and reputation while equipping staff with valuable knowledge. Only 25% of clients opt for in-person visits, offering strong remote-work capability – buyer could be remote. Firm continues to grow steadily through new engagements and long-standing relationships. Known for truly taking care of clients with consistent service quality. 2024 revenue of $755,000. Rare opportunity for respected, efficiently run firm in excellent location. Inquire at poegroupadvisors.com/practice/tx2010/

BUYING‐SELLING PRACTICES throughout Texas

Texas Practices Currently Available Through Accounting Practice Sales. North America's Leader in Practice Sales.

Toll Free 1-800-397-0249. See full listing details and inquire/register for free at www.APS.net.

NEW $321,000 gross. NW Houston tax and accounting practice with excellent reputation in the community. Balanced service mix of tax (72%) and bookkeeping (28%) that includes payroll. Great cash flow, knowledgeable staff in place and the owner available for transition. TXS6324

NEW $370,000 gross. Northeast Dallas (White Rock area) CPA practice with a loyal, diversified client base with approx. 72% of total revenue being generated from businesses. Solid fee structure and strong cash flow, with a balanced revenue mix of tax (66%) and acctng/bkkpng (34%) svcs. TXN6295

$1,089,000 gross. North Richland Hills CPA practice. Reputable and growing practice serving a premier client base of businesses, business owners and high-net worth individuals. Robust fees and diversified service mix including 61% tax and 39% accounting. Turn-key opportunity. TXN5847  

$210,000 gross. Montgomery County tax and accounting practice. Excellent cash flow with opportunity for growth through continuous client referrals. Primarily a tax practice with limited monthly bookkeeping. Turn-key opportunity ideal for an individual ready to step into a solid book of business. TXS6303

NEW $506,000 gross. West Plano CPA practice serving a diverse and loyal client base. Revenue is primarily tax driven that makes up 82% of total income and the balance from bkkpng and payroll svcs. Knowledgeable staff in place and seller is willing to assist in a smooth transition. TXN6242

$341,000 gross. Deep East Texas CPA practice. Established and reputable practice serving individuals and businesses in the region for 30+ years. Balanced, year-round service mix of 64% tax, 29% acctng/bkkpng, 8% payroll. Ideal opportunity with a knowledgeable staff in place. TXN6296

$303,000 gross. Matagorda County tax and accounting practice. Service mix is a nice balance of tax (72%) and bookkeeping (28%) including payroll. Great cash flow and an exceptional reputation in the community. Turn-key practice and flexibility to lease the building or relocate nearby. TXS5425

$243,000 gross. West Houston CPA firm. Turn-key tax and bookkeeping practice with payroll services. Strong cash flow and steady client referrals offer great growth potential. Flexible location within Greater Houston. Experienced staff ready to support new owner. TXS6158

$232,000 gross. Brazoria County CPA firm. Good reputation in the area with excellent growth possibilities. Service mix comprised of primarily tax with great cash flow. Turn-key opportunity complete with knowledgeable staff and the seller is available for transitional assistance. TXS1326

$2,168,000 gross. East Texas (Near I-20) CPA practice. Reputable firm serving a premier, diverse client base. Boasts an excellent fee structure with revenues derived from a well-balanced mix of tax (55%), audits (20%), acctng/bkkpng (12%), payroll (4%). Equipped with the infrastructure, including a competent staff, it's primed for a new owner and continued growth. TXN5447

$424,000 gross. Brownwood, Texas CPA practice. High-quality client base consisting of many businesses that provide opportunities for growth. Balanced revenues include tax work (54%), accounting (12%) and other services (33%). Experienced staff and seller is available to help with transition. TXN1638

ACCOUNTING PRACTICE SALES

For more information, call toll free 1-800-397-0249.

See full listing details and inquire/register for free at www.APS.net.

PRACTICES SOUGHT

A Canadian CPA relocating permanently to the Dallas area in 2026; seeking a strategic partnership with an established accountancy firm. Investing $500,000 to $1,000,000 for +50% equity stake, providing liquidity for a partner looking to de-risk their exposure, retire or generate expansion capital.

Provide a structured succession path:
Geographically flexible for the right long-term partnership; North Texas is primary
Finalizing U.S. EA credentials by year-end; Canadian CPA credential transfer to follow
Offering significant capital event today, followed by complete exit to be negotiated
Flexible with buyout schedule that maximizes your tax advantages and prioritizing your retirement goals
Targeting up to five-year flexible horizon
Accentuate that your long-term clients receive the same level of care they’ve come to expect

You deserve a transition that protects and honors your professional legacy with a fair-market valuation alongside a 100% reliable successor. Let’s begin the journey! Contact daavecummings@gmail.com.
SEEKING CPA FIRM SELLERS

Sell with Confidence. Exit with Ease. With over 34 years of combined experience, we know how to assist you in selling your firm with confidence. Our processes are proven, personalized and confidential helping you find the “win-win” deal you are seeking. As Certified Business Intermediaries, we are dedicated to providing a seamless experience, combining professional wisdom with a personal touch. Our brokers are the only Certified Business Intermediaries (CBI) specializing in the sale of CPA firms in the country! When you are ready to sell, we have the buyers, financing contacts and the experience needed to assist you with the successful sale of your firm. Contact us TODAY to take the first steps!

Kathy Brents, CPA, CBI. Office 866-260-2793 - Cell 501-514-4928

Kathy@AccountingBizBrokers.com. Visit us at www.AccountingBizBrokers.com

Member of the Texas Society of CPAs. Member of Texas Association of Business Brokers

BUYING OR SELLING? First talk with Texas CPAs who have the experience and knowledge to help with this big step. We know your concerns and what you are looking for. We can help with negotiations, details, financing, etc. Know your options. Visit www.APS.net for more information and current listings. Or call toll-free 800-397-0249. Confidential, no-obligation. We aren’t just a listing service. We work hard for you to obtain a professional and fair deal.

ACCOUNTING PRACTICE SALES, INC.

North America's Leader in Practice Sales

MISCELLANEOUS

Clarus Partners - National Sales Tax Compliance and Advisory firm

Do you have questions about sales tax? Need help with multistate compliance after Wayfair? Taxability issues? Audit defense? Refunds? Business registration and licensing compliance? Voluntary disclosure? Let us be a resource for your firm and your clients. Clarus Partners is a national sales tax compliance and advisory firm. With offices across the U.S., our four partners have a combined 100+ years of experience in this arena. Let us know any way we can help.

 

Let us know any way we can help.

Steve Hanebutt, CPA

Clarus Partners

This firm is not a CPA firm

972-422-4530 | claruspartners.com | stevehanebutt@claruspartners.com

Texas Sales and Mixed Beverage Tax Solutions

Sales Tax and Mixed Beverage Tax Compliance - Are Your Clients Prepared?

Your client collects and remits Texas sales tax and/or mixed beverage tax - but are they truly in compliance?

Texas law requires businesses to maintain complete and organized records for four years. Keep in mind: records sufficient for federal income tax purposes often do not meet state requirements for sales tax.

If your client's records are incomplete or poorly maintained, the Comptroller may classify the business as having no internal controls, leading to an estimated audit - which often results in substantial tax liabilities.

Can your client afford that risk?

Our team of former Texas Comptroller auditors and supervisors can help ensure your clients are prepared and protected.

Call 817-478-5788 or 214-415-4333. Texas Sales and Mixed Beverage Tax Solutions.

 

Classified Advertising in Today’s CPA

TXCPA offers opportunities to advertise in the Classifieds section of Today’s CPA magazine. For more information and to place a classified ad, please contact DeLynn Deakins at ddeakins@tx.cpa or 800-428-0272, ext. 8550.


Thanks to the Sponsors of Today's CPA Magazine

This content was made possible by the sponsors of this issue of Today's CPA Magazine:

8amCPACharge

Accounting Biz Brokers

Accounting Practice Sales

Capstan Tax

Goodman Financial

Poe Group Advisors

Professional Accounting Sales

TXCPA Member Insurance

UWorld | Accounting

 

 

 

July-August 2026

In This Issue

  • women in leadership

    Grounded in Faith, Guided by Purpose: The Journey of Angela Ragan

    TXCPA’s incoming Chair Angela Ragan has built a career rooted in faith, service and leadership. Inspired by an early interest in accounting, she now helps clients navigate complex tax, business and estate planning matters. Beyond her professional success, Ragan is deeply involved in TXCPA, community service and church leadership. Her story reflects a lifelong commitment to integrity, compassion and serving others.
    View Article

  • CPE: Cryptocurrency Tax Rules and Challenges Explained

    As cryptocurrency continues to become more integrated into everyday financial activity, tax compliance for digital assets remains a growing focus for practitioners. This article offers practical guidance on cryptocurrency taxation, emphasizing the importance of continuing education, monitoring regulatory developments, and maintaining records to support accurate and compliant tax reporting.
    View Article
    Tax Technology
  • Students

    What’s Happening Around Texas - July-August 2026

    TXCPA chapters across Texas hosted a variety of events. Highlights included the Brazos Valley Annual Meeting featuring career insights and advocacy updates, and outreach connecting accounting professionals with aspiring CPAs. Houston members celebrated VITA volunteers and strengthened community ties. TXCPA Panhandle raised scholarship funds through its first golf tournament, while South Plains members closed the year with a meeting focused on connections and member recognition.
    View Article

  • Texas Sales Tax Audits: Why Recordkeeping Determines Who Wins … and Who Pays Sales Tax

    Texas sales tax audits are becoming more data-driven, making accurate recordkeeping critical to avoiding costly assessments. When businesses lack complete documentation, auditors must estimate liability, often leading to inflated taxes, penalties and interest. Strong internal controls, organized records and experienced audit support are essential to achieving successful audit outcomes.
    View Article
    Texas Sales Tax
  • volunteer advocacy

    Celebrating a New TXCPA Year

    TXCPA's incoming Chair Angela Ragan welcomes the new year, highlighting members’ role in strengthening the profession through mentorship, innovation and engagement. Looking ahead, TXCPA will focus on navigating continued change, supporting members with education and advocacy, and protecting the value of the CPA license.
    View Article

  • What Private Equity and Family Offices Look for in Acquisition Targets

    Private equity firms and family offices prioritize acquisition targets with reliable cash flow, strong leadership and clear growth potential. Key factors include clean financials, a capable management team, and a defensible market position supported by loyal customers or exclusive relationships. Overall, businesses that prepare well in advance and strengthen these areas tend to achieve better outcomes in a sale or recapitalization.
    View Article
    succession planning
  • risk management

    Beyond the 5% Rule: Transforming Audit Materiality with Blockchain and Explainable AI

    Traditional materiality benchmarks like the 5% rule are no longer sufficient given modern risks such as ESG issues, financial volatility and cybersecurity. The Adaptive Materiality Framework allows auditors to reassess materiality dynamically when risk events occur. The framework improves consistency, transparency and audit quality while still relying on professional judgment.
    View Article

  • TXCPA Advocacy – A Preview of 2027

    Following key victories that expanded CPA licensure pathways and modernized practice mobility, TXCPA is preparing for the 2027 legislative session. We are monitoring potential deregulation efforts across the country that could weaken licensing standards and public protection. As we develop the 2027 legislative agenda, member involvement is key to help advocate for policies that support the profession’s long-term strength.
    View Article
    volunteer advocacy
  • Texas Sales Tax

    Take Note

    In this edition of Take Note: Leadership Nominations; Accountants Confidential Assistance Network (ACAN); TXCPA's Mentor Match Program; Word Game - Texas Sales Tax Audits; Accounting Excellence Award Recipients
    View Article

  • Classifieds

    The Classifieds section of Today's CPA provides a one-stop destination to find practices for sale, connect with buyers, and access services that support growth, transition and market expansion.
    View Article
    succession planning

CHAIR
Mohan Kuruvilla, Ph.D., CPA

PRESIDENT/CEO
Jodi Ann Ray, CAE, CCE, IOM

CHIEF OPERATING OFFICER
Melinda Bentley, CAE

EDITORIAL BOARD CHAIR
Jennifer Johnson, CPA

MANAGER, MARKETING AND COMMUNICATIONS
Peggy Foley
pfoley@tx.cpa

MANAGING EDITOR
DeLynn Deakins
ddeakins@tx.cpa

COLUMN EDITOR
Don Carpenter, MSAcc/CPA

DIGITAL MARKETING SPECIALIST
Wayne Hardin, CDMP, PCM®

CLASSIFIEDS
DeLynn Deakins

Texas Society of CPAs
14131 Midway Rd., Suite 850
Addison, TX 75001
972-687-8550
ddeakins@tx.cpa

 

Editorial Board
Derrick Bonyuet-Lee, CPA-Austin;
Aaron Borden, CPA-Dallas;
Don Carpenter, CPA-Central Texas;
Rhonda Fronk, CPA-Houston;
Aaron Harris, CPA-Dallas;
Baria Jaroudi, CPA-Houston;
Elle Kathryn Johnson, CPA-Houston;
Jennifer Johnson, CPA-Dallas;
Lucas LaChance, CPA-Dallas, CIA;
Nicholas Larson, CPA-Fort Worth;
Anne-Marie Lelkes, CPA-Corpus Christi;
Bryan Morgan, Jr, CPA-Austin;
Stephanie Morgan, CPA-East Texas;
Kamala Raghavan, CPA-Houston;
Amber Louise Rourke, CPA-Brazos Valley;
Shilpa Boggram Sathyamurthy, CPA-Houston, CA
Nikki Lee Shoemaker, CPA-East Texas, CGMA;
Natasha Winn, CPA-Houston.

CONTRIBUTORS
Melinda Bentley; Kenneth Besserman; Kristie Estrada; Holly McCauley; Craig Nauta; Kari Owen; John Ross; Lani Shepherd; April Twaddle; Patty Wyatt