Cynthia Kerstiens

OverviewABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire but is willing to provide transitional assistance to the buyer to help ensure client retention.The PracticeThe firm serves individual and small business clients in the Greater Hartford, CT area. While not yet fully paperless, it is actively moving in that direction. Average fees are strong for a practice of this size, with the average 1040 just under $500 and business returns ranging from $1,449 to $3,391. Average annual revenue growth is 26% and is well-diversified, with 77% from Tax, 9% from Accounting & Bookkeeping, 11% from Planning, 3% from Resolution, and 1% Miscellaneous. Client retention is strong with over 65% of clients staying over 4 years. Staff are expected to transition with the buyer, and the seller believes the ideal buyer is a CPA or EA with significant tax experience ready ... Less

OverviewABA Advisors represents this mostly tax practice located on the northeast side of Indianapolis, IN. The owner wishes to retire but is open to working part-time for the buyer.The PracticeThe owner started the firm in 2001 and provides tax and accounting services to individuals and small business clients. The average 1040 is $960 and the average corporate tax return is $2,931. The firm prepares about 8 trust returns with an average fee of $1,324. The office lease has expired, allowing the buyer flexibility regarding the office space. There is a staff person that is interested in continuing with the buyer on a part-time basis. The firm uses UltraTax software. The buyer of this firm should have significant tax experience. The seller is motivated to get a transaction completed before tax season.Business ID# IN-2129 ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***OverviewABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This provides a significant opportunity for a buyer to grow their tax business while maintaining their current infrastructure and adding little or no overhead. This practice is located in Roswell, GA – a suburb of North Atlanta, one of the fastest-growing and most highly affluent areas in North Atlanta. The owner is willing to provide transitional assistance to help ensure client retention.The PracticeThe offer includes a good mix of high net worth individual and business tax clients. The average fees are solid for a firm of this size. 80-85% of clients send information electronically via portal or email making this a virtual ready package. The buyer of this practice should have current individual and business tax experience but does not ... Less

*** THIS LISTING IS CURRENTLY SALE PENDING. ***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 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

*** THIS LISTING IS CURRENTLY SALE PENDING. ***ABA 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

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 gross revenue and most clients are located in Texas except for one Louisiana client. The firm is paperless. Seller requires the buyer to be a CPA or EA and ... 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. Business ID: PA-2085 ... Less