Jeff Bell

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA & SC. 85% of the clients either mail, email, or use the portal to upload their information. Only 15% physically drop off their information to the firm. Client demographics are estimated to be as follows: Under age 30 - 5%, 35 to 50 - 20%, 50 to 75 - 70% and 76+ - 5%. The firm also uses engagement letters. The seller believes a buyer could relocate the office but would suggest doing it after 1st season unless buyer is local. The buyer of this firm must be a CPA. The owner and a senior CPA are open to continue working in the practice on a reduced per diem basis. Ideal buyer will be familiar with Lacerte, QuickBooks, and Sage Timeslips. Business ID: NJ-2125 ... Less

Overview - ABA Advisors represents this tax & accounting and payroll practice located in the Eastern Bucks County area of Pennsylvania. The owner is a CPA and is of retirement age, wishes to sell & transition the firm to a local CPA to successfully service his client base.The Practice - This firm has an excellent history with the seller, strong average fees, and represents an opportunity for the right CPA to go out on their own or add this client base to their existing firm. Most of the firm’s clients are located in Bucks County, PA. There are some out-of-state 1040 type clients. The firm uses engagement letters. The firm is paperless. 90% of the clients either mail, e-mail, or use the portal to upload their information. Only 10% physically drop off their information to the firm. Client demographics are estimated to be as follows: Under age 30 = 10%, 35 to 50 = 40%, 50 to 75 = 45% and 76+ = 5%. Business ID: PA-2107 ... Less

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and bookkeeping. Staff are expected to continue. The ideal buyer would be a CPA who is already in or wants to move to the area, that is interested in addingthis book of business to his or her existing firm. A regional accounting firm who is looking to grow throughacquisition and wants to add a satellite office would also be interested in this very profitable book of business. Business ID: WI-2089 ... Less

*** MOTIVATED SELLER *** OVERVIEW - ABA Advisors represents this tax, accounting and payroll practice located in the Kent / King County area of Washington. The owner is a CPA and as is nearing retirement age, wishes to sell & transition the firm to a local CPA or EA, to successfully service his client base.THE PRACTICE - Founded 35 years ago, this firm has an excellent history, strong average fees, and represents a rare opportunity for the right local buyer. Clients are small business owners, individuals with rental properties, individuals with investment portfolios. Most clients are in the King County area with some current clients who have moved to ID, AZ, SC & CA. The firm has several gas stations and furniture stores as clients. The firm uses engagement letters with tax clients. The owner believes a local buyer should keep the office location or if desired, could relocate the office within 15-20 miles of the current ... Less

Overview - ABA Advisors represents this tax practice located in the SW area of Madison, WI. The owner wishes to retire from public accounting.The Practice - The practice is mostly 1040’s with an average fee of about $425. The practice does provide services for over 50 businesses and provides some accounting and bookkeeping services. There are two part-time staff that are available to work with the buyer. The practice uses Lacerte tax software. Business ID# WI-2058 ... Less

OVERVIEW - ABA Advisors represents this CPA firm in the South Central, TN area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE FIRM - The firm has a good mix of individual and business tax clients with accounting services. There is quality staff in place that are expected to stay with the buyer. The owner is open to staying post close. BUSINESS ID# TN-1970 ... Less