Chuck Hayes

OVERVIEWABA Advisors represents this CPA practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThe practice is made up of tax preparation only, no accounting, bookkeeping or other services. The business has higher average fees and is extremely profitable that should net nearly 80% to the Buyer that purchases the business. The buyer should be a CPA and have extensive tax experience.Business ID: FL-2140 ... Less

OverviewABA Advisors represents this virtual accounting and bookkeeping practice / book of business that services a wide variety of clients nationwide. There is no tax work, staff are largely remote and are expected to transition with the new owner. The current ownership has built this book of business alongside a larger base of tax resolution clients and is launching a related SaaS product and wishes to focus exclusively on that portion of their business. Ownership is willing to transition clients and staff to assist with client retention post close, as well as refer new tax resolution clients who need catch up work & ongoing accounting services, to the buyer.The PracticeThis book of business / client base consists primarily of small to mid-sized businesses across various industries. Clients typically require ongoing monthly bookkeeping, payroll processing and accounting support. They also service clients on a project basis ... Less

OverviewABA Advisors represents this CPA tax practice located in the New Orleans, LA area. The owner wishes to retire from public accounting but is willing to provide transitional assistance to help ensure client retention.The practice was started in 1991 and provides income tax services to individuals, businesses and trusts. The firm has high average fees for a practice of this size. Individuals average $1,289 and corporate and partnership returns average $1,117 to $2,663. There are a staff CPA and an office manager that are both expected to remain with the practice. The firm has solid profitability. The office lease is year to year. The buyer of this firm must be a CPA and while 75% of the clients send in their information electronically, the buyer will need to be present and maintain an office in the sellers’ office location or an office very close.Business ID# LA-2135 ... Less

OverviewABA Advisors represents this CPA firm in Orlando, FL. The owner is ready to retire but is willing to provide transitional assistance to assist with client retention.The FirmThe firm was started in 1986 and has grown steadily since. The firm has about 200 individual tax clients with an average fee of $850. There are about 200 partnership and corporate tax clients with fees averaging between $1,250 and $1,700. There is about $50,000 of accounting/bookkeeping fees annually and the firm provides payroll and consulting services. The firm currently has about 85% of the clients sending in their information by mail or electronically, making this firm “virtual ready”. With virtual ready firms there typically needs to be some transitional period following closing, but the owner believes the firm likely could be made to operate virtually. Sellers Discretionary Earnings is 57% on this firm. The buyer of this firm must be a CPA or ... Less

OverviewABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure client retention.The PracticeThe owner purchased the practice in 1993 from a previously established accounting firm and has experienced steady, consistent growth over the years. The practice is proud of its long-standing client relationships and strong client retention. The seller requires the buyer to be a CPA or EA, or an owner who will onboard a CPA or EA, and who will be onsite. Client ages are diverse with most of them being the age range of 35 to 50. Delivery of returns: 45% in person drop off, 25% mail or email, and 30% are prepared while the client waits. Fee structures are competitive and aligned with the local market.Business ID# NM-2132 ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEWABA Advisors represents this virtually operated bookkeeping firm. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.,THE PRACTICEThis bookkeeping practice is operated 100% virtually that leverages technology extremely well. The business is made up of only bookkeeping and related services. There are a low number of clients with high average fees, while providing the buyer with nearly 50% NET cash available.,INDUSTRY COMMENTSVirtual bookkeeping practices are in high demand for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a very low supply of 100% virtual practices for sale and a high demand.,VIRTUAL MARKETThe sale of this practice presents an opportunity to acquire a virtual bookkeeping practice with solid average fees. ... Less

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both ready to retire. 64% (~$347,000) of revenue could be returned to a new single owner after replacing one of the CPAs. There are 185 high-quality 1040s prepared with an average fee of almost $1,000 each. Business returns average over $5,700 each.The current office real estate is available separately for sale. The seller believes the firm could be relocated within the tri-county area. This single owner practice is a perfect opportunity for a CPA or EA who wishes to strike out on their own or for an existing firm looking to acquire a strong book of business.The current owners have operated the firm for over 40 years and are pleased to assist in transitioning the clients and staff to a new owner. Firms of this quality and heritage rarely ... Less

This rapidly growing practice generates 73% of revenue at its main location in Northeast Indianapolis and 23% from a satellite office in northern Indiana. The firm has strong relationships with financial advisors who provide many solid referrals each year. Seller’s Discretionary Earnings are expected to be ~$535,000 in 2025. The firm does not provide audit, review, or compilation services. The firm has attractive office space available for separate purchase or lease. This would be an ideal firm for a CPA who would like to strike out on their own, or this practice could be a great addition to an existing firm looking to expand. There is a satellite office is approximately 1 hour and 45-minute drive from main office and many returns are prepared at the main Indianapolis office for the satellite office. The Seller is at the satellite office only 10-15 days a year and this office could be virtualized over time. The Seller is ... Less

OVERVIEWABA Advisors, through a co-brokerage agreement, represents this CPA practice located in Central Wisconsin. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice has a good mix of tax, accounting and payroll for business and individual clients. The practice is profitable showing nearly 50% cash flow.INDUSTRY COMMENTSCPA practices are as popular as ever for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a low supply of quality practices for sale and a high demand.BUSINESS ID# WI-2052 ... Less

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA & SC. 85% of the clients either mail, email, or use the portal to upload their information. Only 15% physically drop off their information to the firm. Client demographics are estimated to be as follows: Under age 30 - 5%, 35 to 50 - 20%, 50 to 75 - 70% and 76+ - 5%. The firm also uses engagement letters. The seller believes a buyer could relocate the office but would suggest doing it after 1st season unless buyer is local. The buyer of this firm must be a CPA. The owner and a senior CPA are open to continue working in the practice on a reduced per diem basis. Ideal buyer will be familiar with Lacerte, QuickBooks, and Sage Timeslips. Business ID: NJ-2125 ... Less

OverviewABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire but is willing to provide transitional assistance to the buyer to help ensure client retention.The PracticeThe firm serves individual and small business clients in the Greater Hartford, CT area. While not yet fully paperless, it is actively moving in that direction. Average fees are strong for a practice of this size, with the average 1040 just under $500 and business returns ranging from $1,449 to $3,391. Average annual revenue growth is 26% and is well-diversified, with 77% from Tax, 9% from Accounting & Bookkeeping, 11% from Planning, 3% from Resolution, and 1% Miscellaneous. Client retention is strong with over 65% of clients staying over 4 years. Staff are expected to transition with the buyer, and the seller believes the ideal buyer is a CPA or EA with significant tax experience ready ... Less

Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients, a strong reputation, growth potential and has just done a full $75,000 technology refresh on all hardware, including servers. The firm has a great niche in non-profit auditing which could be scaled up. The two current owners are seeking retirement but are willing to stay on for an extended period to aid client transition to a new owner.The firm has been right-sized and is experiencing significant growth in 2025. Expected 2025 revenue is $1,800,0000. Staff all have non-solicitation agreements in place and are expected to be willing to stay with the practice. This would be an ideal firm for a CPA (or two) who would like to strike out on their own or this practice could be a strategic expansion in an affluent area of Metro Detroit. ... Less

OverviewABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This provides a significant opportunity for a buyer to grow their tax business while maintaining their current infrastructure and adding little or no overhead. This practice is located in Roswell, GA – a suburb of North Atlanta, one of the fastest-growing and most highly affluent areas in North Atlanta. The owner is willing to provide transitional assistance to help ensure client retention.The PracticeThe offer includes a good mix of high net worth individual and business tax clients. The average fees are solid for a firm of this size. 80-85% of clients send information electronically via portal or email making this a virtual ready package. The buyer of this practice should have current individual and business tax experience but does not require a CPA or EA.Business ID# GA-2128 ... Less

Overview - ABA Advisors represents this tax & accounting and payroll practice located in the Eastern Bucks County area of Pennsylvania. The owner is a CPA and is of retirement age, wishes to sell & transition the firm to a local CPA to successfully service his client base.The Practice - This firm has an excellent history with the seller, strong average fees, and represents an opportunity for the right CPA to go out on their own or add this client base to their existing firm. Most of the firm’s clients are located in Bucks County, PA. There are some out-of-state 1040 type clients. The firm uses engagement letters. The firm is paperless. 90% of the clients either mail, e-mail, or use the portal to upload their information. Only 10% physically drop off their information to the firm. Client demographics are estimated to be as follows: Under age 30 = 10%, 35 to 50 = 40%, 50 to 75 = 45% and 76+ = 5%. Business ID: PA-2107 ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***OverviewABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer.The FirmFounded over 40 years ago, this is a mature firm that has grown organically since its’ inception. The firm has a good mix of write-up work and provides individual and business tax services to the clients. The firm has shown steady, consistent growth the past several years. The seller feels the buyer must be a CPA.Business ID: FL-2103 ... Less

OverviewABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention.The PracticeThe practice has a nice mix of individual and business tax clients with solid average fees. Individual returns average $405 while corporate and partnership returns average $1,100 to $1,265. There are two part-time tax preparers that are expected to transition to the buyer and an office manager that may also continue working for the buyer.Business ID: VT-2109 ... Less

OverviewABA 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.The FirmThis 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 ... Less

OverviewABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition..The FirmThe firm is a boutique firm performing both traditional tax and accounting services and special project services since 1977. Client retention has been strong with significant retention since both principals originally started. Growth for the last two years has been a strong upturn due to increased referral base..The firm is residing in space it has occupied for many years, and the current lease expires 12/31/25. The space has value to a purchaser due to the largest referral source residing in the same building. The current space has capacity to house 3-5 additional professional staff..Current billing rates for all staff range from $95 per hour for clerical/reception to $360 per hour for executive level. In addition to hourly ... Less

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and bookkeeping. Staff are expected to continue. The ideal buyer would be a CPA who is already in or wants to move to the area, that is interested in addingthis book of business to his or her existing firm. A regional accounting firm who is looking to grow throughacquisition and wants to add a satellite office would also be interested in this very profitable book of business. Business ID: WI-2089 ... Less

**REDUCED PRICE** This four-decade firm is thriving, generating revenue of $478,000 in 2024 with ~50% or $237,000 returned to the owner. Business tax and accounting services make up almost 77% of revenue with much of it being monthly or quarterly accounting work. The right Buyer could gradually make this firm virtual but would initially need to regularly spend time on site. Concentration is low with no single client representing over 10% of Revenue. The staff is in place with one other well-qualified CPA plus an experienced Office Manager and Receptionist. Staff are aware of the sale and are likely to continue with a new owner. This practice is a perfect opportunity for a CPA to strike out on their own or it could also be a great addition to an existing firm looking to take the firm into its next chapter of growth. The seller will assist the Buyer in transitioning clients and is interested in continuing to work at the ... Less

OVERVIEW - ABA Advisors represents this CPA firm in the South Central, TN area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE FIRM - The firm has a good mix of individual and business tax clients with accounting services. There is quality staff in place that are expected to stay with the buyer. The owner is open to staying post close. BUSINESS ID# TN-1970 ... Less

OverviewABA Advisors represents this CPA firm located in western Pennsylvania. The firm has solid staffing that is expected to continue with the buyer. This should help ensure a smooth transition. The buyer of this firm must be a CPA.The FirmThe firm has an excellent reputation in the community and surrounding area. Seller believes the 2024 gross revenue will finish at $615,000. The firm has maintained excellent staff longevity and has been successful in hiring additional quality staff as the company has grown. Business ID: PA-2085 ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEW ABA Advisors represents this tax & accounting practice located in the Outer Banks of North Carolina. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE Nearly half of the practice revenue is from monthly clients, providing consistent cash flow throughout the year. Additional revenue comes from tax preparation for individuals and businesses. The business is profitable that should net more than 50% to the Buyer that purchases the business. ... Less