Hot Listing
CPA Firm For Sale - Retiring Owner - Minimal Owner Involvement
Business Description
Retiring Owner - 95% Repeat Clients - Minimal Owner Involvement
Are you tired of working for someone else? Or ready to start your own firm? This CPA firm was established in Austin, TX in 2010, is a well-regarded accounting practice specializing in tax preparation and advisory services for both individuals and businesses. The firm has built a strong reputation over 15 years, evidenced by its high rate of repeat clientele and efficient operational model.
The owner is supported by a dedicated staff of four part-time CPAs. These CPAs work up to 30 hours per week during tax season and 10-20 hours per week during the off-season, primarily focusing on tax preparation and client document collection. The owner is responsible for reviewing all prepared returns, client meetings, tax planning, and core administrative tasks.
This is an excellent opportunity for someone who is looking to own their practice. Here are a few key notes on this opportunity:
- Owner's staff processes returns and works with clients directly
- 95% of the revenue comes from repeat clients
- 60% of the processed returns are personal and 40% business
- There are streamlined processes to reduce owner involvment
- Consistent financials
-- 2024 SDE -- $406,572
-- 2023 SDE -- $455,466
-- 2022 SDE -- $399,1777
This opportunity won't last long.
The owner is supported by a dedicated staff of four part-time CPAs. These CPAs work up to 30 hours per week during tax season and 10-20 hours per week during the off-season, primarily focusing on tax preparation and client document collection. The owner is responsible for reviewing all prepared returns, client meetings, tax planning, and core administrative tasks.
This is an excellent opportunity for someone who is looking to own their practice. Here are a few key notes on this opportunity:
- Owner's staff processes returns and works with clients directly
- 95% of the revenue comes from repeat clients
- 60% of the processed returns are personal and 40% business
- There are streamlined processes to reduce owner involvment
- Consistent financials
-- 2024 SDE -- $406,572
-- 2023 SDE -- $455,466
-- 2022 SDE -- $399,1777
This opportunity won't last long.
About the Business
- Years in Operation
- 15
- Employees
- 4
- Facilities & Assets
- The business had an official office location until the COVID pandemic, but has since moved to a shared office workspace when in-person meetings are required. They conduct most of the business via email and virtual communications.
Real Estate
- Owned or Leased
- Leased
- Rent
- Not Disclosed
- Lease Expiration
- 10/1/2029
About the Sale
- Seller Motivation
- Retiring
- Transition Support
- The Seller is committed to a successful transition and open to discussion on finding the best transition plan that supports the buyer.
Listing Info
- ID
- 2393003
- Listing Views
- 4673
Listing ID: 2393003 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.





