Business Description

This established CPA tax practice in Morgan Hill, CA, is an excellent opportunity for a sole practitioner seeking a profitable business. Specializing in income tax preparations, the practice serves a loyal client base of 250-300 clients, handling around 400 tax returns annually. With a manageable workload that requires full-time hours from February to April and part-time commitments the rest of the year, this practice offers a balanced work-life dynamic and strong revenue. Ideal for a buyer with real estate industry experience and familiarity with technology like ProSeries tax software and QuickBooks, this practice is well-suited for a local individual ready to take over a successful operation. The seller is dedicated to facilitating a smooth transition and offers comprehensive support and training. The experienced staff are also open to continuing with the new owner, ensuring stability and continuity for the business. For more information, including financials and photos, interested parties can request a confidential opportunity summary using the form on the website or by contacting Mike Faust at 818-810