This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing relationships with a diverse mix of individual and small business clients, primarily focused on tax preparation and planning.
The seller is divesting only the tax portion of the business to streamline operations and focus on other service areas. This opportunity is ideal for an independent CPA or an existing firm looking to expand its tax client base with minimal marketing effort. The owner is willing to assist with a structured transition to help ensure strong client retention.