Solo tax practice → bringing in my wife (CFP/soon EA). How do I tell clients?
I’ve been running a solo tax practice for 4 years and just completed 300+ returns this season while also working a W-2 job. It’s becoming unsustainable.
My wife (CFP) has helped behind the scenes the past two years, and we’re considering having her get her EA (we’re in CA) so she can take some clients end-to-end.
I’m trying to figure out how to position this. Most clients came to me as a solo practitioner, so it feels a bit awkward transitioning some of them to work directly with her. At the same time, I’d like to focus more on complex returns, and having her take 40–50 clients would help a lot.
For those who’ve moved from solo to a small (especially family-run) firm:
How did you communicate the change?
Any client pushback?
Was it worth it?
Would appreciate any insight.