Experienced CPA or tax professional seeking to grow their practice quickly for the 2026 tax season (Tax Year 2025).
Opportunity:
A well-established tax firm offers a valuable book of clients for sale, presenting an ideal acquisition for a qualified tax professional seeking to expand their practice or enter the market with a strong foundation. There are a large number of individual tax clients. Also several monthly bookkeeping clients with business tax returns.
Highlights:
- Recurring revenue stream: Access to a loyal client base ensures immediate cash flow and potential for growth. Approximately 350 clients with individual returns, approximately 65 corporate returns, and 35 partnership returns.
- Opportunities for ongoing bookkeeping services to include payroll and sales tax reporting for established businesses.
- Established goodwill and reputation: Benefit from existing client relationships and the firm’s positive standing in the community.
- Streamlined transition: Seller prefers a smooth handover process to ensure client retention and continued success for the buyer and existing clients.
- Flexible sale structure: Open to discussions on various sale terms to align with buyer needs and optimize the transaction.
Billing and Profitability:
Revenue Breakdown by Service:
- Individual tax preparation – 30%
- Business tax preparation – 15%
- Bookkeeping (including payroll, payroll tax returns and sales tax returns) – 55%
Total Revenue – $320,000.00
Inquiries: Serious inquiries from qualified and interested parties are welcome.
Contact Information: BuyMyCPAPractice@gmail.com
