Magellan Tax Acquired by T3A Tax, LLC

Atlanta, GA – March 13, 2026, Sunbelt Business Brokers – Atlanta (“Sunbelt Atlanta”) is pleased to announce the acquisition of its client, Magellan Tax, LLC (“Magellan Tax”), by T3A Tax, LLC (“T3A Tax”).

Magellan Tax is an Atlanta-based tax consulting and advisory firm providing comprehensive personal and business tax services with a focus on accurate, timely, and compliant tax filings and proactive planning. The firm’s services include individual and business tax preparation, tax planning, IRS and state representation, and related advisory services designed to help clients minimize tax liabilities, stay ahead of changing regulations, and make informed financial decisions. With an emphasis on personalized service, responsive communication, and technology-enabled processes, Magellan Tax has built long-standing relationships with clients who value a reliable, proactive tax partner.

T3A Tax, LLC acquired Magellan Tax as a strategic platform in the tax preparation and advisory sector, with the goal of expanding its footprint among closely held businesses, professionals, and growing families that require consistent, relationship-driven tax support. The buyer plans to build on Magellan’s established reputation, recurring client base, and process-driven workflow, while investing in additional staff capacity, technology, and complementary advisory services to deepen client relationships and support future growth.

Sunbelt Atlanta initiated and advised on the sale of Magellan Tax, serving as the exclusive M&A advisor and guiding ownership through opinion of value, a confidential marketing process, buyer qualification, due diligence, and closing. The transaction was led by Dealmaker Bob Cool, who leveraged Sunbelt Atlanta’s targeted sell-side process to position the firm with qualified strategic and financial buyers and structure a transaction aligned with the owner’s financial, succession, and transition objectives.

Owners of tax preparation firms, enrolled agent practices, CPA and accounting firms, and related tax and advisory businesses who are considering a sale can take advantage of Sunbelt Atlanta’s confidential, industry-focused sell-side process to reach qualified buyers, maximize valuation and after-tax proceeds, and design a transition that protects their staff, client relationships, and professional legacy. In today’s environment, private buyers, consolidators, and larger firms are actively seeking established tax and accounting practices with recurring revenue, loyal client bases, and efficient workflows, making this an opportune time for firm owners to evaluate their strategic options over the next 1–5 years.

Bob Cool, Sunbelt Atlanta Dealmaker, initiated and advised Magellan Tax on the sale. For more information about Sunbelt Atlanta and its M&A advisory services for tax, accounting, and professional services firms, please visit www.sunbeltatlanta.com

If you would like more information about this topic or to discuss selling your company, please call Bob Cool at 770‑936‑9099 Ext. 807 or email bcool@sunbeltatlanta.com.

Sunbelt Atlanta is located at:
4360 Chamblee Dunwoody Road, Suite 111 Atlanta, GA 30341