In 2023, the firm generated $248,600 in revenue from a range of services; 20 individual tax returns accounted for $130K of revenue (52%), 12 C Corps, S Corps, Partnership and Gift returns earned of $54K of revenue (21%). Monthly accounting services revenue totaled $64K of revenue (27%).
We are seeking a Buyer that can deliver a similarly high level of service the clients are accustomed to. The Seller has prepared detailed schedules to track and organize tax and financial matters and are willing to assist with the transition as needed. They would prefer to hand off the bulk of the work after the 10/15/24 deadline.
The ideal buyer is a seasoned CPA with 10 or more years of experience working on highly complex 1040, business and trust tax returns or a CPA firm looking to scale their business and increase their client base.
Sunbelt Listing ID: 55079
Real Estate Available: No
Real Estate Included: No
Detailed Information:
Lender Prequalified: No
SBA Prequalified: No
