20 straight years of rising income. Recurring revenue. Loyal clients. This tax & accounting firm is a rare find — high profit margins, streamlined systems, and a stellar reputation built over two decades. The perfect opportunity for CPAs, EAs, or established firms looking to instantly expand in Florida’s booming market.

Why This Firm Stands Out:

20 Years of Consistent Growth – profitable every single year, through all market cycles

Strong, Loyal Client Base – individuals, small businesses, and high-value accounts

Turnkey Operations – proven workflows, secure cloud tech, industry-standard software

High Margins & Cash Flow – lean operations, built for profitability

Expansion Potential – add staff, expand advisory services, scale marketing, or fold into an existing practice for immediate market share

Snapshot:

Revenue: $630,000+ in 2025 and growing

Services: Tax preparation, bookkeeping, business consulting, entity structuring

Staff: Owner-led, with contracted seasonal support (staff will not transfer)

Facilities: Two prime Florida office locations in Lakeland & Pinellas Park (leases available; no real estate for sale)
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Perfect For:

CPAs/EAs ready to own a proven, growing firm

Firms seeking rapid, profitable market expansion

Entrepreneurs wanting recurring revenue with minimal overhead

Transition Support:
Owner will ensure a smooth handoff and assist during a mutually agreed transition period to preserve client relationships and operational continuity.

Rarely does a Florida tax & accounting firm with this history, profitability, and growth potential hit the market. Act quickly — opportunities like this are in high demand.

Serious inquiries only. NDA required for detailed financials and client list overview.