Established in 1997, this well-regarded tax and accounting firm serves a loyal client base in the Northwest Metro. Services include individual and business tax preparation, tax planning, and general consulting. During the trailing twelve months, the firm generated over $500K in revenue with Seller’s Discretionary Earnings (SDE) of $207K. The practice operates from an office condo owned by the seller, with space available for expansion.

The firm is supported by two full-time employees and one part-time staff member who are expected to stay post-sale. The owner is committed to a smooth transition and is willing to remain involved for up to five years, ensuring client confidence and continuity of operations.

Ideal Buyer:
A CPA or EA with 5+ years in management or ownership, or an established CPA or wealth management firm seeking to expand with a profitable, well-run practice.

Sunbelt Listing ID: 57565