Chuck Hayes

OverviewABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer.The FirmFounded over 40 years ago, this is a mature firm that has grown organically since its’ inception. The firm has a good mix of write-up work and provides individual and business tax services to the clients. The firm has shown steady, consistent growth the past several years. The seller feels the buyer must be a CPA.Business ID: FL-2103 ... Less

OVERVIEWABA Advisors represents this CPA practice located in Broward County, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThe practice has a good mix of individual/business tax clients, bookkeeping/accounting, and some review/compilation clients. Average fees are strong for a practice of this size and should net more than 50% to the Buyer that purchases the business.BUSINESS ID# FL-2120 ... Less

OverviewABA Advisors represents this lucrative, virtual tax and accounting practice located in the Austin, Texas area. Although most of the business consists of personal and corporate tax work, 26% is on monthly retainers. “Other services” represent 11% of the gross revenue. The seller offers to remain working up to 30 hours a week, no more than 24 months post-closing to ensure a smooth transition and high client retention. Seller requires the buyer to be a CPA or EA.The PracticeWhile this is not currently a virtual practice, because 96% of the firm is now paperless, and only 4% drop off their paperwork, the seller believes over time, this could be converted to a virtual firm. The practice was founded in 2000. The seller began by reaching out to colleagues and contacts from the Austin, Texas area and grew the business organically at a steady pace. Today, the staff handles all of the preparation work, which allows the seller to ... Less

OverviewABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention.The PracticeThe practice has a nice mix of individual and business tax clients with solid average fees. Individual returns average $405 while corporate and partnership returns average $1,100 to $1,265. There are two part-time tax preparers that are expected to transition to the buyer and an office manager that may also continue working for the buyer.Business ID: VT-2109 ... Less

OVERVIEWABA Advisors represents this CPA practice located in NE Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThis is a boutique practice that is made up entirely of tax clients with both compliance and consulting work. The clients are mostly high net-worth individuals, estates & trusts, and small businesses. Average fees are high for a practice of this size and should net more than 85% to the Buyer that purchases the business. A buyer must be a CPA and have experience with trusts & estates.Business ID: TX-2115 ... Less

OVERVIEWABA Advisors, through a co-brokerage agreement, represents this Tax & Accounting practice located on the SW side of Milwaukee. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice is balanced between tax work and bookkeeping/accounting. The practice is very profitable showing more than 60% cash flow.INDUSTRY COMMENTSTax & Accounting practices are as popular as ever for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a low supply of quality practices for sale and a high demand.Business ID: WI-2114 ... Less

OverviewABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The firm was started in 1999 as a partnership but is owned by one CPA presently..The FirmThe firm is very profitable showing more than $500,000 net to a buyer. The firm has a good mix of small business tax clients and individuals. The firm does about 10 Trust returns, has a few monthly bookkeeping clients and does about 7 compilations. The firm has very solid average fees, is mostly paperless and about 70% of the clients’ mail or send their information in electronically.Business ID: IN-2117 ... Less

OverviewABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season.The FirmThis practice serves a balanced portfolio of both business and individual tax clients and operates at a strong level of profitability, with net margins exceeding 70%. The owner is supported by two part-time preparers during tax season, providing additional capacity. The firm is in the process of transitioning to a paperless environment. While not currently operating as a virtual practice, more than 50% of clients already submit their information electronically, creating a clear opportunity to convert the firm into a fully virtual model with proper planning and transition. Given the nature of the client work, which requires CPA attestation, the purchaser of this practice must be a licensed CPA..Business ID: MA-2116 ... Less

This well-established accounting and tax preparation practice has served clients for over three decades, building a solid reputation for professional service excellence in an attractive coastal community south of Baltimore and convenient to Annapolis.• Seller's Discretionary Earnings: ~$250,000• Individual tax returns (1040s) average fee: $700• Business tax returns average fee: $2,000The seller expresses willingness to remain involved up to 2,000 hours annually to facilitate seamless client transition and operational continuity. One key staff member is positioned to transition with the business, while other team members are planning to retire.This acquisition represents an ideal opportunity for:• Certified Public Accountants seeking practice ownership• Existing firms pursuing strategic expansionThe office real estate is available for separate purchase or lease. ... Less

OverviewABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition..The FirmThe firm is a boutique firm performing both traditional tax and accounting services and special project services since 1977. Client retention has been strong with significant retention since both principals originally started. Growth for the last two years has been a strong upturn due to increased referral base..The firm is residing in space it has occupied for many years, and the current lease expires 12/31/25. The space has value to a purchaser due to the largest referral source residing in the same building. The current space has capacity to house 3-5 additional professional staff..Current billing rates for all staff range from $95 per hour for clerical/reception to $360 per hour for executive level. In addition to hourly ... Less

OverviewABA Advisors is pleased to represent a well-established CPA firm located in the Orlando, Florida area. This practice presents an outstanding opportunity for a qualified buyer to acquire a stable, reputable business with a loyal client base and solid infrastructure. The current owner is committed to ensuring a smooth transition and is willing to provide transitional assistance through the first tax season post-sale.The FirmFounded over 50 years ago, this firm has a long-standing reputation for quality and reliability in tax and accounting services. With strong average fees and efficient internal systems, the firm is well-positioned for continued success under new ownership. The staff is experienced, knowledgeable, and expected to remain with the firm following the sale—providing valuable continuity for both the buyer and clients. The practice is already “virtual-ready,” with approximately 85% of clients submitting work ... Less

OverviewABA Advisors represents this CPA firm located in the San Antonio, TX area. The owner is willing to work part-time for the buyer for at least a year following closing to help ensure a smooth transition of clients.The FirmThe firm was founded in 1985 and provides tax, write-up and payroll services to small business clients and individuals. The firm has staff that are expected to continue with the buyer. The firm has solid average fees for the area and is profitable, showing more than 50% SDE to the buyer. The firm uses Drake tax software and EasyAcct by Intuit for accounting. The buyer of this firm must be a CPA.Business ID: TX-2108 ... 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

OverviewABA Advisors represents this accounting firm in western Montana. The firm has a mix of individual and business clients, providing services to over 400 businesses in the western Montana area.The PracticeFounded over 40 years ago, this firm has an excellent history, a stable, professional staff that is expected to continue with the buyer and a solid mix of individual and business clients. The firm is paperless, and engagement letters are used for all tax clients. This is a turnkey opportunity for the right buyer seeking a firm this size in the western Montana market. The seller requires the buyer to be a CPA or EA.Business ID# MT-2105 ... Less

**REDUCED PRICE** This four-decade firm is thriving, generating revenue of $478,000 in 2024 with ~50% or $237,000 returned to the owner. Business tax and accounting services make up almost 77% of revenue with much of it being monthly or quarterly accounting work. The right Buyer could gradually make this firm virtual but would initially need to regularly spend time on site. Concentration is low with no single client representing over 10% of Revenue. The staff is in place with one other well-qualified CPA plus an experienced Office Manager and Receptionist. Staff are aware of the sale and are likely to continue with a new owner. This practice is a perfect opportunity for a CPA to strike out on their own or it could also be a great addition to an existing firm looking to take the firm into its next chapter of growth. The seller will assist the Buyer in transitioning clients and is interested in continuing to work at the ... Less

OverviewABA Advisors represents this CPA firm located north of White Plains, NY.The FirmThe firm focuses on tax and compliance work but also provides full-service accounting. The firm has a limited number of audits/reviews and compilations. The buyer of this firm must be a CPA. The average 1040 is $659, average corporate return is $1,324 and average partnership return is $1,520. The firm has a mix of accounting clients that generate a total of about $550,000 of fees annually, while the balance of the fees are individual and business tax clients. The firm has sellers’ discretionary earnings of $692,000.Business ID: NY-2092 ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEWABA Advisors represents this CPA tax practice located in Seattle, WA. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThe practice has primarily individual tax clients, with some business returns. Clients are predominantly high-income earners, employed with large corporations in the Seattle area. This is a home-based business with high profitability and should net more than 80% to the Buyer that purchases the business.Business ID: WA-2101 ... Less

SALE PENDING - Practice Overview: This 30-year-old practice is a rare gem due to 70% of revenue coming from mostly recurring accounting and payroll services with the remaining 30% coming from tax preparation. Seller’s Discretionary Earnings are expected to be ~$225,000 in 2025. The CPA owner has diligently minimized the number of 1040 returns not related to business clients to minimize tax season stress. The firm does not provide audit, review, or compilation services, meaning that no peer review is required. Staff are expected to be willing to stay with the practice. This would be an ideal firm for a CPA who would like to strike out on their own or this practice could be a great addition to an existing firm looking to expand in the Bloomington market. The Seller is willing to assist in transitioning the clients and staff to a new owner and possibly stay on in a reduced role. Small firms with such a revenue mix rarely come to ... Less

OVERVIEWABA Advisors represents this tax practice located in Brooklyn, NY. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThe practice has only individual tax clients that serves the local community. Maintaining the office at its current location will be important to maintain clients. The practice is profitable, which should net nearly 50% to the Buyer that purchases the business.BUSINESS ID# NY-2076 ... Less

OVERVIEW ABA Advisors represents this Audit Firm located in Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice consists of a small number of governmental and non-profit Audits along with a few tax returns related to those entities. Average fees are high for a practice of this size and should net more than 75% to the Buyer that purchases the business. Only buyers with adequate Audit experience will be considered. BUSINESS ID# TX-2098 ... 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

• Exceptional opportunity for a CPA or EA with tax experience• The firm is thriving and is on track to return Seller’s Discretionary Earnings of ~$475,000 in 2025. • 43% of revenue is recurring monthly / quarterly accounting services & related tax returns.• The average 1040 fee is $846, and the average business returns fee is about $2,000.• The firm was established 25 years ago and has an excellent reputation.• The firm is well-staffed, including 3 CPAs.• Class A office space is in a beautiful location (available for lease or purchase).• There is low concentration risk as no single client represents over 10% of revenue.The Practice revenues have steadily increased each year due to the owner’s disciplined focus on building recurring accounting revenue. The owner has grown the firm for 25 years and is eager to assist in smoothly transitioning the clients and staff to a new owner.Business ID: CO-2095 ... Less

SALE PENDING - ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both ready to retire. 63% (~$328,000) of revenue could be returned to a new single owner after replacing one of the CPAs. There are 185 high-quality 1040s prepared with an average fee of almost $1,000 each. Business returns average over $5,700 each.The current office real estate is available separately for sale. The seller believes the firm could be relocated within the tri-county area. This single owner practice is a perfect opportunity for a CPA or EA who wishes to strike out on their own or for an existing firm looking to acquire a strong book of business.The current owners have operated the firm for over 40 years and are pleased to assist in transitioning the clients and staff to a new owner. Firms of this quality and ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING*** Overview - ABA Advisors represents this CPA practice located in the South Houston area of Texas. The Owner/CPA is of retirement age and is willing to remain with the new buyer for 1+ years. This continuity should aid a smooth transition and client retention.The Practice - Founded in 1989, seller built the practice from one client and now has over 750+ clients. Staff consists of Owner/CPA, Office Manager, and Administrative Assistant, all are anticipated to remain with buyer. The Office Manager helps with tax work, bookkeeping, payroll, and small corporate tax returns. The Administrative Assistant helps with bookkeeping and payroll. The business includes individual and business tax returns, accounting, bookkeeping, audits, and reviews. No one client makes up over 10% of the grossrevenue and most clients are located in Texas except for one Louisiana client. The firm is paperless. ... Less

Overview - ABA Advisors represents this tax and accounting firm located in the NW Orlando, FL area. The owner wishes to retire after providing transitional assistance to the buyer. The staff is expected to continue with the buyer. This continuity should aid a smooth transition and client retention.The Practice - The firm was originally founded in 1984, and the current owner has been a partner/owner since 1990. The firm has one CPA and 2 additional staff people that are expected to continue with the buyer. The firm has high average fees for a practice this size. The average 1040 is $1,325 and the average corporate return is $2,700. The firm has a good mix of monthly, quarterly and annual accounting work that generates approximately $135,000 of the firms’ total revenue. About 75% of the clients send in their work electronically or by mail. The buyer must be a CPA or an EA with solid tax experience. Business ID# FL-2104 ... 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

*** THIS LISTING IS CURRENTLY SALE PENDING. ***Started in the late 70's this practice is mostly individual and business tax work and projects sellers' discretionary earnings of about 56% for the buyer. The firm clients are mostly located in the Richmond, VA metro area with some out of state clients. About 50% of the clients drop work off at the office while the balance of the clients send their information in by mail or electronically. The firm has electronic copies of all tax returns prepared for clients. No client makes up 10% or more of the firms' total revenue and the clients are diverse with no industry focus or niche. Partner is available to provide transitional assistance & willing to work as much as 60 hours per week the first tax season and then reduced hours after tax season. Partner also open to working several more years for the buyer. ... Less

OverviewABA Advisors represents this CPA firm located in western Pennsylvania. The firm has solid staffing that is expected to continue with the buyer. This should help ensure a smooth transition. The buyer of this firm must be a CPA.The FirmThe firm has an excellent reputation in the community and surrounding area. Seller believes the 2024 gross revenue will finish at $615,000. The firm has maintained excellent staff longevity and has been successful in hiring additional quality staff as the company has grown. PA-2085 ... Less

SALE PENDING - Located in very affluent Montgomery County immediately north of Washington D.C., this profitable firm is projected to return Seller’s Discretionary Earnings of $150,000+ in 2024. Average fees are strong and a competent, established staff is in place. This single owner practice is a perfect opportunity for a CPA who wishes to strike out on their own or for an existing firm looking to acquire a strong book of business. There is low concentration risk as no single client represents over 10% of revenue.The owner has grown the firm for 35 years and is eager to assist in smoothly transitioning the clients and staff to a new CPA owner. The firm is currently in an attractive office condo and well located in the desirable area. MD-2083 ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***Overview - ABA Advisors represents this CPA firm located in the Madison, WI / Dane County area. The owner is a CPA and wishes to retire but is willing to provide transitional assistance to the buyer to ensure a good handoff of the firms' clients, as well as work for the buyer if needed.The Firm - Founded over a dozen years ago, this firm has a good local reputation, strong average fees, and represents a rare opportunity for the right buyer. Clients consist of closely held businesses where the firm does tax work for the business and their owners. The firms' growth has been all referral and location based. The firm is paperless with front end scan for 1040s. Business ID: WI-2071 ... Less

OVERVIEW ABA Advisors represents this CPA practice located in the Orlando, FL area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice has primarily individual tax clients, by number of total clients, but business clients make up nearly 75% of the revenue. Business services include tax preparation, along with some Audit & Review clients. Average fees are high for a practice of this size and it has a staff in place that are assumed to stay with a Buyer. ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***The firm was started in 1991 and provides bookkeeping, tax preparation for small businesses and individuals. The owner provides tax planning, business planning and estate work. The firm is mostly paperless, and staff have all signed non-solicitation agreements. Most of the clients are located in the general area of the firm and tri-state area. The owner is willing to provide transitional assistance to ensure a good handoff of clients and staff. The owner is a CPA and feels the buyer should be a CPA or EA. ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEW - ABA Advisors represents this CPA practice located in Portland, OR. The owner operates the firm from a home office and has no employees. The buyer of this firm must be a CPA.THE PRACTICE - The practice is very profitable with 87% net available to the buyer. The practice is mostly tax work serving individuals and small business clients. The average 1040 is $426 and the average corporate and partnership returns are $1,500-$1,600. The majority of the clients are located in the Portland, OR metro area. The firm uses Drake tax software. Business ID# OR-2080 ... Less

OVERVIEW ABA Advisors represents this tax & accounting practice located in the Outer Banks of North Carolina. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE Nearly half of the practice revenue is from monthly clients, providing consistent cash flow throughout the year. Additional revenue comes from tax preparation for individuals and businesses. The business is profitable that should net more than 50% to the Buyer that purchases the business. ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEW ABA Advisors represents this Accounting & Tax practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice has significant monthly recurring revenue from bookkeeping/accounting clients. Additional services are offered including individual/business tax preparation, payroll and new business incorporations. The business should net nearly 50% to the Buyer that purchases the business. A buyer that is bilingual will be considered a benefit, but not necessary. Business ID# FL-2072 ... Less

OVERVIEWABA Advisors, through a co-brokerage agreement, represents this Accounting & Tax practice located in Southwest, WI. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice provides recurring monthly revenue that accounts for more than half of the annual income. The firm is fully staffed with experienced employees expected to stay with a buyer.INDUSTRY COMMENTSAccounting & Tax practices are as popular as ever for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a low supply of quality practices for sale and a high demand.Business ID: WI-2043 ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING*** OVERVIEW ABA Advisors represents this CPA practice located in Cape Coral, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICE The practice is primarily tax, and supporting tax services, with a low number of clients, but high average fees. Clients are both individuals and businesses, with many individual clients tied to the businesses served. Business ID: FL-1999 ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEW ABA Advisors represents this CPA practice located in Central Florida. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice has several individual tax clients, but also business clients that bookkeeping/accounting work and tax preparation is completed for. Average fees are high for a practice of this size and the business has a full staff that would be expected to continue with the buyer.INDUSTRY COMMENTSCPA practices are as popular as ever for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a low supply of quality practices for sale and a high demand.CENTRAL FLORIDA MARKETThe sale of this practice presents an opportunity to acquire a CPA practice with high average fees. This practice should allow a ... Less