Business Description

This profitable firm projects a return of $160,000 in Seller’s Discretionary Earnings for 2024, generated from preparing fewer than 200 tax returns. With high margins and average fees, this practice is an ideal opportunity for a CPA or Enrolled Agent seeking independence or an established firm looking to expand. The client base is diversified, with no single client contributing more than 5% of revenue, reducing concentration risk. The owner, who has cultivated the business for over three decades, is committed to facilitating a smooth transition of clients and staff to a new owner. Additionally, the firm’s favorable location includes space available with a lease expiring on 10/31/24.