This fully virtual, boutique CPA Tax and Financial Advisory practice for sale is based in Plano, TX and generates annual gross revenues of approximately $741,000. The firm has steadily grown and caters to high-net-worth individuals and small businesses across various industries. It boasts an exceptionally strong fee structure with average fees per return above $2,300 and generates cash flow to owner exceeding 50% of gross income. There is a desirable balance between services to provide year-round income, including 40% tax, 25% accounting, and 35% financial advisory and consulting.

The practice utilizes state-of-the art technology platforms to provide highly efficient, professional services in a fully-remote environment without a physical office location. There is knowledgeable support staff in place and one of the current shareholders would like to continue with the practice as an employee or in an equity position post-closing. This is an ideal opportunity for any CPA interested in starting or expanding a firm with a first-rate client base that should offer ample opportunities for expansion of services as well continued growth through referrals.