Business Description

A well-established CPA firm with a diverse range of services, including tax preparation, bookkeeping, payroll, consulting, and advisory, is available for sale. In 2023, the firm earned over $522,000 in revenue from various services, with the majority coming from individual and business tax returns, as well as consulting services. Additional revenue streams include trust/estate returns, bookkeeping, payroll, and compilations. The ideal buyer would be a CPA with 5+ years of experience in a management or ownership role, or another CPA firm or wealth manager looking to expand their client base. This successful CPA firm offers a comprehensive suite of financial services to a varied client base. With a strong track record of generating revenue from individual and business tax returns, as well as consulting services, the firm presents a lucrative opportunity for potential buyers. Revenue is further boosted by additional services such as trust/estate returns, bookkeeping, payroll, and compilations. Prospective buyers, particularly CPAs with management