Gross Revenue: $1,900,000 (May 2024 – April 2025)
Asking Price: $2,375,000

Established in 2004, this CPA-led firm offers tax preparation, business consulting, and bookkeeping services.

The firm employs 8.5 team members:
• 3 CPAs
• 2 EAs
• 1.5 full-charge bookkeepers
• 2 admin staff

Four team members work remotely. Operations are fully paperless.
Software includes Unlimited Lacerte, QuickBooks Desktop, and QuickBooks Online.

Revenue Composition (2024):
• Individual tax preparation: ~688 returns | Avg. fee: $1,150 | Est. revenue: $790,000
• Business tax preparation: ~235 returns | Avg. fee: $2,530 | Est. revenue: $595,000
• The firm specializes in tax reporting of 1031 exchanges, including Delaware Statutory Trusts (DSTs), with 78 exchanges completed in the past five years — 49 of which involved DSTs.
• Bookkeeping (monthly/quarterly clients & special projects): $215,000
• Separately billed tax planning: $59,000
• Other services and consulting: Balance of revenue

Annual Cash Flow:
$673,200 (including owner/spouse salaries, payroll taxes, benefits, and 401(k))

The office lease runs through June 2026 with the option to renew.
The owner is open to assisting the buyer for 12 months and two tax seasons post-sale.

Please note that NDAs will not be distributed to everyone who enquires about this listing - only to buyers who provide some information with their inquiry. When enquiring/responding to this listing - please include some background information e.g. whether or not you own an existing CPA /EA practice, the location of it, your background, the reason for your interest etc.
Thank you for your interest.