Joshua Dennis

This well-established accounting and tax preparation practice has served clients for over three decades, building a solid reputation for professional service excellence in an attractive coastal community south of Baltimore and convenient to Annapolis.• Seller's Discretionary Earnings: ~$250,000• Individual tax returns (1040s) average fee: $700• Business tax returns average fee: $2,000The seller expresses willingness to remain involved up to 2,000 hours annually to facilitate seamless client transition and operational continuity. One key staff member is positioned to transition with the business, while other team members are planning to retire.This acquisition represents an ideal opportunity for:• Certified Public Accountants seeking practice ownership• Existing firms pursuing strategic expansionThe office real estate is available for separate purchase or lease. ... 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

SALE PENDING - Practice Overview: This 30-year-old practice is a rare gem due to 70% of revenue coming from mostly recurring accounting and payroll services with the remaining 30% coming from tax preparation. Seller’s Discretionary Earnings are expected to be ~$225,000 in 2025. The CPA owner has diligently minimized the number of 1040 returns not related to business clients to minimize tax season stress. The firm does not provide audit, review, or compilation services, meaning that no peer review is required. Staff are expected to be willing to stay with the practice. 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 in the Bloomington market. The Seller is willing to assist in transitioning the clients and staff to a new owner and possibly stay on in a reduced role. Small firms with such a revenue mix rarely come to ... Less

• Exceptional opportunity for a CPA or EA with tax experience• The firm is thriving and is on track to return Seller’s Discretionary Earnings of ~$475,000 in 2025. • 43% of revenue is recurring monthly / quarterly accounting services & related tax returns.• The average 1040 fee is $846, and the average business returns fee is about $2,000.• The firm was established 25 years ago and has an excellent reputation.• The firm is well-staffed, including 3 CPAs.• Class A office space is in a beautiful location (available for lease or purchase).• There is low concentration risk as no single client represents over 10% of revenue.The Practice revenues have steadily increased each year due to the owner’s disciplined focus on building recurring accounting revenue. The owner has grown the firm for 25 years and is eager to assist in smoothly transitioning the clients and staff to a new owner.Business ID: CO-2095 ... Less

SALE PENDING - 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. 63% (~$328,000) 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 ... Less

SALE PENDING - Located in very affluent Montgomery County immediately north of Washington D.C., this profitable firm is projected to return Seller’s Discretionary Earnings of $150,000+ in 2024. Average fees are strong and a competent, established staff is in place. This single owner practice is a perfect opportunity for a CPA who wishes to strike out on their own or for an existing firm looking to acquire a strong book of business. There is low concentration risk as no single client represents over 10% of revenue.The owner has grown the firm for 35 years and is eager to assist in smoothly transitioning the clients and staff to a new CPA owner. The firm is currently in an attractive office condo and well located in the desirable area. MD-2083 ... Less