Business Description
An exceptional opportunity to acquire a thriving, 100% virtual tax practice dedicated to serving local businesses and individual taxpayers. Established with a foundation of modern, cloud-based infrastructure, this firm provides comprehensive tax preparation and strategic tax planning entirely remotely, offering the ultimate geographic flexibility for the new owner.

Unlike traditional practices burdened by time-consuming bookkeeping work, this firm focuses strictly on high-value tax services. The client portfolio consists of a loyal mix of local small business entities (S-Corps, LLCs, Partnerships) and individual personal tax returns. By utilizing a fully integrated, paperless tech stack, the business operates with incredibly low overhead, resulting in above-industry-average net profit margins.

The current owner focuses on client relationships, tax strategy, and final review, supported by streamlined, automated client onboarding and digital document collection workflows. Clients are highly trained to utilize the firm’s secure digital portals, making this a truly turnkey operation from day one.

This is an ideal acquisition for an existing tax firm looking to instantly add a profitable remote book of business, or an ambitious CPA/EA looking to step into a highly lucrative, independent tax practice without the burden of brick-and-mortar overhead.