Business Description

For sale is a well-established CPA-owned tax practice in the northern Seattle/Bellevue, WA area, representing high-end clients. The owner, who started the practice 20 years ago after extensive tax experience, has built a strong reputation by selectively bringing on long-term clients. With above-average fees and an impressive client retention rate, the practice operates entirely remotely through phone and Zoom meetings, generating a net of 70% for the owner. The seller is open to providing transitional assistance to ensure a smooth handover to the buyer. The owner's strategic approach of carefully selecting clients has resulted in a successful business model with average fees of $1,885 for individual returns, $4,000 for corporate returns, and $1,200 for partnership returns. Despite never meeting clients in person, the practice thrives on effective communication and quality service delivery. Seeking a buyer who is also a CPA, the owner is committed to facilitating a seamless transition to uphold the practice's high standards and client relationships.