Kathy Brents

The OPPORTUNITYWe are pleased to announce a new opportunity for a CPA or EA to acquire an established practice in the Waco area. The seller is approaching retirement and is looking for a qualified successor to take over a firm backed by a solid team and consistent performance.FIRM OVERVIEW• Established Staff: The practice is fully staffed with experienced personnel, allowing for streamlined daily operations.• Owner Capacity: The current owner maintains a manageable number of billable hours while seeing a nice cash flow.• Transition Support: To ensure client retention and a smooth handoff, the seller is willing to assist the buyer during the transition period.SERVICE MIX• 16% Accounting, bookkeeping, and payroll services• 48% Income tax preparation for individuals• 25% Income tax preparation for business and other clients• 8% Tax planning• 3% Reviews and compilations ... Less

The OPPORTUNITYThis is a premier opportunity to acquire a well-established CPA firm in the Tulsa area. Known for its strong local legacy and modernized operations, this practice offers a turnkey solution for a buyer seeking a firm with high-quality realization and an efficient workflow. With its strong fee structure and loyal clientele, this firm is perfectly positioned for a CPA buyer looking to expand their footprint in Oklahoma or for an individual practitioner ready to step into a high-performing legacy practice.KEY HIGHLIGHTS• Strong Revenue Stream: The firm boasts an above-average fee structure, resulting in nice cash flow to the owners.• Modern Infrastructure: The firm is fully paperless, ensuring a streamlined transition and ease of management.• Experienced Team: A loyal and knowledgeable staff is in place to support the new owner.• Continuity: The practice can remain in its current location, providing stability for ... Less

THE OPPORTUNITYThis Durham-based EA firm offers a nice opportunity for a CPA, EA, or experienced tax professional to acquire a practice with deep community roots and a turnkey operational structure. Located in a thriving, high-growth corridor, the firm is supported by a loyal, long-term client base and an established team in place, ensuring stability from day one. The current owners are committed to a seamless transition, and the office location is available for continued lease, providing immediate continuity for both staff and clients.KEY HIGHLIGHTS:• Turnkey Transition: Fully staffed and seller-assisted handoff.• Balanced Revenue: A strong core of individual tax complemented by business and trust work.• Strategic Location: Situated in a high-traffic area with significant upside for growth.PRACTICE MIX BY REVENUE:• 19% Accounting, bookkeeping and payroll services• 56% Income tax preparation services for individuals• 23% ... Less

THE OPPORTUNITYThis Austin CPA firm is a high-quality, well-established firm located in a prime area, serving a diverse portfolio that includes the construction, restaurant, and service industries. Unlike many traditional firms, this practice features a client base primarily aged 50 and younger, offering long-term retention and growth potential.KEY HIGHLIGHTS• With 90% of clients preferring virtual interaction, this firm offers incredible flexibility for remote work or a hybrid model but a local presence will still be necessary.• The office space is available for lease or purchase to suit your growth strategy.• The seller is seeking a CPA buyer to continue the firm’s trajectory of organic growth and exceptional service.• SBA and conventional lending options are available for this listing.REVENUE BREAKDOWN• 8% Accounting and bookkeeping• 40% Income tax preparation services for individuals• 51% Income tax preparation services ... Less

MO1170: THE OPPORTUNITYThis well-established CPA firm in the Springfield area is an ideal acquisition for a CPA or EA looking for a turnkey operation with a modern edge. Whether you are looking to expand your existing footprint in Missouri or step into your first practice with a built-in support system, this firm is positioned for immediate success. The firm boasts a solid fee structure and a reputation for efficiency and the sellers are prepared to assist the buyer during the transition period. The current owners are transitioning to new interests but are committed to ensuring a seamless handoff to the right buyer to maintain client retention and staff continuity.KEY HIGHLIGHTS• Strong Recurring Revenue: A healthy mix of monthly accounting, payroll, and subscription-based services provides consistent year-round cash flow.• Modern Operations: Features a tech-savvy client base and an experienced, capable staff already in ... Less

AR1175: This central Arkansas client list (partial sale) could be a great start for someone looking to become their own boss or a nice addition to an existing firm. Practice includes a good number of business clients and will need to be relocated. Seller is seeking a buyer with public accounting and current tax preparation experience and will be available to assist with a smooth transition. Revenue breakdown includes:27% Accounting, bookkeeping, and payroll services49% Income tax preparation services for individuals24% Income tax preparation services for businesses and other clients ... Less

THE OPPORTUNITYThis well-established Little Rock CPA firm is on the market as the current owners prepare for retirement. Boasting a healthy fee structure and a diverse base of business clients, the practice generates excellent cash flow. Currently managed by two owners working a combined 1.25 FTE, the firm offers significant efficiency and work-life balance. The practice is primed for a smooth handover, with the sellers committed to assisting in the transition. The office can remain in its current location or be easily integrated into another local firm.KEY HIGHLIGHTS• Strong Cash Flow: Supported by a solid fee structure.• Flexibility: Keep the current office or relocate nearby.• Transition Support: Sellers are ready to ensure a successful handoff.REVENUE BREAKDOWN• 18% Monthly accounting, bookkeeping, and payroll services• 31% Income tax preparation services for individuals• 51% Income tax preparation services for businesses, ... Less

THE OPPORTUNITYLocated in the heart of Central Southern Kansas, this well-established CPA firm is known for its professional integrity and deep-rooted client loyalty. With a solid fee structure and a turnkey operational setup, this practice is primed for a seamless transition to a growth-oriented CPA.KEY HIGHLIGHTS• Prime Reputation: A recognized name in the region with a stable, long-term client base.• Mix of work: The firm boasts a diversified income stream with a healthy balance between recurring accounting work and high-value tax services.• Operational Stability: The firm is fully equipped to remain in its current location, maintaining staff and client continuity.• Expert Transition: The outgoing sellers are committed to your success and are offering assistance to ensure a smooth handoff.• Growth Potential: Strong foundations in tax and accounting provide a perfect springboard for expanded advisory or consulting ... Less

The OpportunityThis is a prime opportunity to acquire a thriving CPA firm in Syracuse, New York. The current owner is transitioning toward retirement and is looking for a qualified successor with a strong background in public accounting and tax preparation to carry on the firm’s legacy.Key Highlights• Strong Financials: The practice generates excellent cash flow for the owner.• Turnkey Potential: The firm is well-established in its current location, and the facility is available for the new owner.• Loyal Client Base: Enjoy a high retention rate with a longstanding, stable roster of clients.• Transition Support: The seller is committed to a smooth handoff and is willing to provide transitional assistance to ensure client continuity.Revenue Breakdown• 11% Accounting, bookkeeping, and payroll services• 64% Income tax preparation services for individuals• 19% Income tax preparation services for business clients• 4% Income tax ... Less

THE OPPORTUNITYThis well-regarded practice operates as a second office for a prominent CPA firm. The owners are planning for retirement and are looking for a qualified CPA or EA to take the reins. With a loyal client base and a seasoned team already in place, this is an ideal "turnkey" opportunity for a first-time owner or an existing firm looking to expand its footprint. The office space is available for continued lease, ensuring a seamless transition for both staff and clients.PRACTICE HIGHLIGHTS• Strong Foundation: Stable client retention and experienced staff.• Growth Potential: High volume of business clients provides a solid base for additional advisory services.• Turnkey Transition: Office location is available for long-term use post-sale.REVENUE BREAKDOWN• 26% Accounting, Bookkeeping, and Payroll Services• 48% Individual Income Tax Preparation• 26% Business Income Tax Preparation ... Less

THE OPPORTUNITYThe owners of this reputable Southeast Missouri practice with two established locations are seeking a qualified CPA to carry on their legacy as they prepare for retirement. This is a turnkey opportunity featuring a diverse client base, a solid local reputation, and nice owner cash flow.KEY HIGHLIGHTS• Established Presence: A well-known firm in the region with a deep-rooted client history.• Turnkey Infrastructure: Two physical office locations available for continued use.• Seamless Handover: The sellers are committed to a smooth transition period post-closing to ensure client retention.• Balanced Revenue: A healthy mix of recurring accounting work along with tax and audit services.REVENUE BREAKDOWN• 20% Accounting, bookkeeping, and payroll services• 37% Income tax preparation services for individual clients• 23% Income tax preparation services for business clients• 18% Audits• 2% Reviews ... Less

TX1058: The seller of this El Paso CPA firm is approaching retirement and seeking a CPA buyer for the firm. Boasting a loyal clientele, a large number of business clients, an experienced staff, and a nice cash flow to the owner, this firm is a great opportunity for a CPA (or two!) to own their own firm or for an existing firm to seek another location. The seller is willing to assist with a smooth transition and the firm can remain in its current location. The revenue breakdown includes:28% Accounting, bookkeeping, and payroll services17% Income tax preparation services for individuals26% Income tax preparation services for business clients1% Reviews27% Compilations (attest)1% Other services ... Less

KS1111: This NE Kansas tax and accounting firm has two locations in the area and the owner is seeking to sell the firm to a buyer who has significant tax preparation experience. With a loyal client base and experienced staff, the firm is ready for new ownership and can remain in the current offices after a sale. Owner is willing to assist with a smooth transition and could be available longer if needed by a buyer. Revenues include:13% Accounting and bookkeeping services14% Payroll services45% Income tax preparation services for individuals27% Income tax preparation services for business and other clients1% Miscellaneous services ... Less

KS1110: The seller of this growing SW Kansas CPA firm is approaching retirement and seeking a CPA buyer for the firm. With a good fee structure and an experienced staff in place, the firm provides a nice cash flow to the owner. The practice can remain in its current location following a sale and the seller is willing to assist with a smooth transition. Revenue breakdown includes:44% Accounting, bookkeeping, and payroll services40% Income tax preparation services for individuals13% Income tax preparation services for business and other clients2% Tax Planning1% Compilations and miscellaneous services ... Less

AR1166: The seller of this CPA firm located in the Northwest Metro Area of Little Rock is ready to retire and is seeking a CPA buyer. With a large number of business clients, a loyal clientele, and an experienced staff in place, this practice would be a great opportunity for someone wanting to become their own boss or for a firm wanting to expand in the area. The firm is well established, well known and has a great reputation. The office building is available for continued lease or for sale. Revenues are comprised of:39% Accounting, bookkeeping, and payroll services32% Income tax preparation services for individuals25% Income tax preparation services for business and other clients2% Reviews and Compilations2% Other services/special projects ... Less

THE OPPORTUNITYSeize the opportunity to acquire a highly reputable CPA firm with deep roots in the Ark-La-Tex region. The current owners are preparing for retirement and are seeking a qualified CPA to carry on the firm’s legacy of excellence. This practice is characterized by its robust fee structure, nice cash flow, and a loyal client base that has been cultivated over years of service.KEY HIGHLIGHTS• Turnkey Infrastructure: A dedicated, stable staff is already in place to ensure operational continuity.• Seamless Transition: The sellers are committed to your success and are offering a structured transition period to facilitate client retention.• Strategic Location: The current office space is available for lease, providing a seamless experience for both staff and clients.• Service Portfolio: A diverse mix between year-round advisory services and income tax compliance services provides a steady income stream.REVENUE BREAKDOWN• ... Less