Business Description

A well-established CPA firm specializing in tax preparation, bookkeeping, payroll, consulting, and advisory services is currently available for sale. In the year 2023, this firm achieved a revenue of over $522K from a diversified client base. The services offered cater to various needs, with revenue sources including individual returns, business returns, consultations, and additional services such as trust/estate returns, bookkeeping, and payroll. The firm is seeking an ideal buyer who is a CPA with at least 5 years of experience in a management or ownership role, or alternatively, another CPA firm or wealth manager looking to expand their clientele. The Sunbelt Listing ID is 55770, and the Ad# is 2287575. This CPA firm presents a lucrative opportunity for a qualified buyer to acquire a well-rounded business with a proven track record of success. With revenue streams stemming from a mix of individual and business clients, as well as consultation and other services, the firm has demonstrated its ability to meet