Hot Listing
Vermont Tax Firm (High Fees)
Business Description
Semi-Virtual Tax Firm
A long-standing CPA practice in Southern Vermont with nearly 40 years of experience
and strong client relationships. This turnkey opportunity features consistent recurring revenue, a loyal, diverse client base, and a desirable lifestyle location.
The practice uses Lacerte for tax preparation, Office Tools Workspace for practice and document management. Most client interaction occurs via email, telephone, texting, Zoom, and secure client portals, allowing for efficient exchange of information regardless of location.
Current staff includes one full-time member who has been with the firm for over 20
years, as well as a part-time CPA who assists with special projects and seasonal
workload. The office is fully equipped to support additional team members, having
previously operated with three full-time staff.
For purposes of a practice transition, the office is available for continued use by a new
owner. It is also not inconceivable to include the full residential property as part of a
combined sale. As a third option, the practice could be relocated with relative ease.
A long-standing CPA practice in Southern Vermont with nearly 40 years of experience
and strong client relationships. This turnkey opportunity features consistent recurring revenue, a loyal, diverse client base, and a desirable lifestyle location.
The practice uses Lacerte for tax preparation, Office Tools Workspace for practice and document management. Most client interaction occurs via email, telephone, texting, Zoom, and secure client portals, allowing for efficient exchange of information regardless of location.
Current staff includes one full-time member who has been with the firm for over 20
years, as well as a part-time CPA who assists with special projects and seasonal
workload. The office is fully equipped to support additional team members, having
previously operated with three full-time staff.
For purposes of a practice transition, the office is available for continued use by a new
owner. It is also not inconceivable to include the full residential property as part of a
combined sale. As a third option, the practice could be relocated with relative ease.
About the Business
- Currently Home Based
- Yes
- Facilities & Assets
- For purposes of a practice transition, the office is available for continued use by a new
owner. It is also not inconceivable to include the full residential property as part of a
combined sale. As a third option, the practice could be relocated with relative ease. - Opportunities for Growth
- No marketing efforts have been made, and new clients are often turned away. A new
owner could have the opportunity to grow the firm significantly.
Real Estate
- Owned or Leased
- Owned
- Not included in asking price
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- The owner is willing to offer a reasonable transition period.
Listing Info
- ID
- 2410479
- Listing Views
- 57
Listing ID: 2410479 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
