The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services to a loyal, longstanding client base. For the trailing twelve months ending May 2025, the firm generated $901,178 in revenue and $335,514 in owner cash flow.

The firm's revenue is well-diversified:
• Individual tax preparation comprises 40% of revenue, with an average fee of approximately $450.
• Business tax returns account for 22%, averaging $1,000 per engagement.
• Payroll services represent 15%, with an average client fee of $1,600.
• Bookkeeping accounts for 20% of revenue, serving approximately 100 clients with average revenue of around $1,810 per client.

This is an excellent opportunity for a growing firm, experienced CPA, or private equity group seeking to expand with a high-margin, loyal client base and built-in staff continuity.

Sunbelt Listing ID: 57322