Overview
ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season
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The Firm
This practice serves a balanced portfolio of both business and individual tax clients and operates at a strong level of profitability, with net margins exceeding 70%. The owner is supported by two part-time preparers during tax season, providing additional capacity. The firm is in the process of transitioning to a paperless environment. While not currently operating as a virtual practice, more than 50% of clients already submit their information electronically, creating a clear opportunity to convert the firm into a fully virtual model with proper planning and transition. Given the nature of the client work, which requires CPA attestation, the purchaser of this practice must be a licensed CPA.
Business ID: MA-2116
