Sell your firm.
Keep getting paid.

• "One more season" keeps turning into one more year.

  Every tax season takes a little more out of you.

• You worry about what happens to your clients.

  They trusted you for years.
  You want them in good hands.

• Your team has been loyal to you.

  You want them to land well, not lose their jobs.

• You don't want your firm shopped around.

  No listing, no broker, no strangers reading your books.

• Less busywork.

  Our tools gather client documents and fill in the return.
  Advisors review and adjust instead of typing in numbers.

• More value for every client.

  The Doughy Tax Savings Recipe™ looks for legal tax savings all year, so clients get more than a filed return.

• Room to grow.

  We market the practice with referrals and local outreach, so the book keeps growing after you hand it over.

• 0years

  in the tax industry

• 0+

  tax firms helped to grow

• November 2026

  A Georgia tax firm sold its whole practice to Doughy.
  Its name is still on the door.

• December 2026

  A CPA firm closed on a transaction with 65 clients at a 30% share for five years. The deal closed in 14 days.

• How is this different from selling to another firm?+

  A typical sale pays you once at closing, often with part of the price held back until clients stay, or an earn-out you work off for the buyer. Doughy pays you a share of what your clients pay, every month, for the term we agree on. There is no broker and no listing.

• Who owns my clients after we close?+

  Doughy does, from the day we sign. Your firm's name can keep serving them, so your clients keep the relationship they know.

• What exactly does Doughy buy, and what stays with me?+

  We buy your clients, their files and data, and your work materials. Your company, your building and your lease stay yours, and so do your computers, furniture and supplies. Doughy serves tax, bookkeeping and advisory clients. Doughy is not a CPA firm, so audit and attest work is not part of the deal.

• How is my share figured?+

  It's a percentage of everything Doughy collects from your clients, for any service. Only refunds and card disputes are left out. The percentage and the term, from one to ten years, are set firm by firm based on your client mix, and they're written into your Letter of Intent before you sign anything.

• Is the 2x payout guaranteed?+

  No. 2x is the average across Doughy payouts, not a promise. Your share follows what your clients actually pay, so it rises when fees grow and falls if clients leave. A typical sale pays you sooner, and our totals are not adjusted for the time value of money.

• When and how do I get paid?+

  Every month. Your share for one month arrives by the 10th of the next month, with a statement showing what came in and what you earned, and you can check it online any time. If a client pays late, that payment simply goes out with the next month's payout.

• Who pays the firm's running costs during the move?+

  Before closing, we agree on a short list of costs the firm needs to keep running, like staff, software and, in some deals, a flat amount for office space. Client revenue covers those costs, and your share is figured on revenue before costs. Doughy may switch a vendor to lower a cost, and adding a new kind of cost to the list needs both of us to agree.

• Do I have to put in working capital?+

  Yes, and it comes back to you. At closing, your firm sets aside at least 3 to 6 months of its agreed operating costs as working capital. It's used only for the approved costs on that list, and only when client revenue doesn't cover them. Anything drawn is paid back to you within 18 months, with interest at the prime rate.

• What happens to my team?+

  Your team can stay. We review each person's role, pay and benefits with you before closing and agree on them person by person, so no one is left guessing.

• Do I have to keep working?+

  No. Some owners stay on as a paid partner for a set time, then go part time. Others step away at closing. We build the deal around what you want next.

• Will my clients notice a change?+

  Very little. They keep seeing your firm's name. Depending on timing, a client either finishes the current engagement as it is or signs a new engagement letter, and that signature is their consent to the change. Nothing about the move is announced to them without you.

• Who actually does the work?+

  US-based CPAs, EAs and licensed tax advisors. Our tools gather client documents and fill in the return, and a licensed advisor reviews every return before it goes out. Returns can keep filing under your firm's EFIN, and Doughy may also file under a Doughy advisor's EFIN. Some routine back-office tasks, like data entry, are handled by support staff outside the US with access limited to that task, and a US-based advisor is always responsible for the final work.

• What am I agreeing not to do?+

  For five years, you agree not to serve tax, bookkeeping or advisory clients outside the firm. And if anyone works around Doughy on a client covered by an active agreement, they give up all future revenue share and access to the Doughy platform. We say this plainly because it's the one rule that protects both of us.

• What if revenue drops?+

  Your share follows what clients pay, so a slow month means a smaller payout, not a debt. If revenue can't keep up with the agreed costs over time, the agreement has a built-in reset: we restructure together, with the goal of protecting your share.

• What does the Letter of Intent commit me to?+

  Very little. It's a plain-English outline of the deal: your share, your term and what's included. The only parts that bind you are confidentiality and a short exclusive window while we close. Your numbers are seen only by senior Doughy advisors, never brokers or outside buyers.

• Can I start with just some of my clients?+

  Yes. You can hand over groups of clients first and sell the rest of the firm later. See how handing off some clients works.

Have a question we didn't answer?
Email hello@getdoughy.com.