Business Description

A well-established tax and accounting firm with a diverse range of services, including individual and business tax preparation, accounting, and new business consulting, is available for sale. The firm has specific service rates, with individual tax returns averaging $790, business clients at $4,500 annually, and Trust and Estate returns at an average of $1,000. The current owner is looking to transition the business in the upcoming tax season and eventually retire, with existing employees interested in continuing under new ownership. This offering is ideal for a CPA or EA with managerial experience, or a firm looking to expand its client base. With a focus on tax services and accounting, this established firm offers an opportunity for a qualified buyer to step into a business known for its reliable service and loyal clientele. The seller’s goal of transitioning the firm over the next tax season provides an attractive opportunity for a potential buyer to take over and build upon the current success. Employees are eager to continue working under new ownership, providing a smooth transition