Thinking About Retiring or Selling Your Practice?

If you're a local CPA, tax preparer, or bookkeeping professional thinking about stepping back — I’d love to connect. I’m Vik Vad, Enrolled Agent and founder of Trio Tax, a growing practice based in Boulder, CO. I work with individuals, freelancers, and small businesses, and I’m currently expanding through acquisition. Whether you're planning to retire, wind down gradually, or just want a conversation about what a transition could look like, I’d be glad to talk. I care about client relationships, continuity, and treating your book with the respect it deserves. I’m not a broker — just someone local, approachable, and building something long-term.