Business Description

A Western Wisconsin CPA firm offers tax preparation for individuals and businesses, accounting services, trust and estate administration, and consulting. In 2023, the average cost for individual tax returns was $640, while business clients typically paid $1,340 annually, and bookkeeping services averaged $1,745 per client. The Seller is looking to retire and is willing to provide training and transition assistance for a limited period. The ideal buyer is a CPA or EA with over five years of experience in management or ownership, or a firm looking to expand its client base. Specializing in a range of financial services, this Wisconsin-based CPA firm caters to individual and business clients, offering tax preparation, accounting, trust and estate administration, and consulting services. With specific pricing information provided, individual tax returns cost $640 on average, business clients pay $1,340 annually, and bookkeeping services amount to $1,745 per client. The current owner is planning to retire, offering to support the transition with