Have you wanted to go out on your own but needed the clients? This profitable book of business will expand your practice or jumpstart a new career.
Imagine stepping into a thriving tax practice that's been serving clients for years. The purchase includes over 244 clearly identified, active clients representing substantial recurring revenue.
This established tax practice is looking to downsize its book of business. About 85% of the accounts are located between Sarasota and Port Charlotte, including Englewood and North Port. About 10% of the clients are currently virtual, with more converting each year.
These named accounts do not require a CPA. The established client relationships mean you're not starting from scratch—you're stepping into proven success.
- Individual Income Tax Returns (244) – Average fee: $400
- Business Income Tax Returns (2) – Average fee: $730
- Bookkeeping (3 annual) – Average fee: $1,551
The practice uses Lacerte tax software, and two of the three accounting clients are on QuickBooks Desktop. The other uses QuickBooks Online.
This book of business may be run from your home office or your current location. Financials reflect additional staff revenue that you can take on yourself or hire an assistant.
The seller will work with the buyer to ensure a smooth transition, including future 1040 referrals and a non-compete on named accounts.
This opportunity requires a completed NDA and Proof of Funds prior to the disclosure of confidential details about this book of business.
Listing 924-36211
