Hot Listing
Established Maryland Tax Firm — SBA Prequalified
Asset Sale Description
Estate & Trust Specialist | $1.4M Gross, $360K SDE
Established tax practice in lower Montgomery County, MD with 10+ years of consistent, client-focused service. The firm serves individuals, estate fiduciaries, trustees, and small business owners and maintains strong referral relationships with CPAs, financial advisors, paralegals, and estate attorneys for a collaborative, team-based approach. Known for timely, professional tax preparation and planning, the practice emphasizes clear communication, transparency, and reliable ongoing support for clients and staff. Turnkey operations with documented workflows, repeat revenue from returning clients, and opportunities to expand advisory services or grow billable hours make this an attractive acquisition for an experienced tax professional or CPA.
Detailed Information
- Facilities & Assets
- Leased office space
About the Sale
- Transition Support
- Seller willing to offer up to 12 months of transition support and training.
- Seller Motivation
- Retirement
- Financing
- 10%
Listing Info
- ID
- 2409912
- Listing Views
- 236
Listing ID: 2409912 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.