Business Description

A CPA firm in Northwest Metro area is selling a portion of its business, including a book of business generating $130,000 in revenue. This includes income from 95 individual tax returns, 61 business returns, and various other services. The firm uses Thomson Reuters software such as Ultra Tax. This opportunity is suitable for a CPA or EA looking to establish or expand their own practice. The ideal buyer for this business is a CPA with at least 5 years of experience in a managerial or ownership role, or another CPA firm seeking to grow its client base. The listing is identified as Sunbelt Listing ID: 55582. The sale does not include real estate. While the business is not lender prequalified, it is prequalified for Small Business Administration (SBA) support. Overall, this presents a great chance for a seasoned professional in the financial services industry to take over a well-established portion of a CPA firm's business and continue its success, potentially using their own expertise to grow the practice