Annual Cashflow - $515K

Revenue Breakdown (December 2024 – November 2025):

• Individual & Trust Returns: 489 returns at $860 average fee = $420,800
• Business Returns: 266 returns at $2,310 average fee = $614,400
• Accounting & Bookkeeping: Monthly/quarterly retainers and projects = $216,600
• Tax Planning Services: $67,100
• Additional Tax Services: Notices, etc. = $54,600

Team - 8-Member Team (Scalable Structure):
• 3 CPAs (1 part-time)
• 1 Enrolled Agent
• 1 Staff Accountant (part-time)
• 3 Administrative Staff
Three of these team members work remotely, in a fully paperless environment - which demonstrates operational flexibility and geographic reach.
?
Technology & Systems
Fully modernized and paperless:
• Tax & Compliance: CCH ProSystem fx, CCH Fixed Assets
• Accounting: QuickBooks Desktop & Online
• Financial Analysis: TValue software

Key Strengths
? Diversified revenue across individual, business, and accounting services
? Strong average fees - $860 individual returns, $2,310 business returns
? Recurring revenue base with monthly/quarterly accounting clients
? Credentialed team with multiple CPAs and an EA provides technical depth
? Modern infrastructure - paperless, remote-capable, cloud-based systems
? Established reputation - 20+ years serving the community
? Stable location with long-term lease (expires 2031) already secured

Please note that NDAs will not be provided to everyone who inquiries about this listing. To be considered for the next stage, interested buyers must include the following information with their inquiry, and the strongest responses will be shortlisted to move forward -

(i) Do you own an existing CPA /EA practice?
(ii) what is the website & location of your current business?
(iii) A little info on your business background?
(iv) How many times (if any) have you previously purchased a CPA/EA firm?
(v) How do you plan to finance this acquisition?
and
(vi) What is the reason for your interest in this particular firm?
Thank you for your interest!