Established CPA Practice Serving Individuals & Small Businesses

Asking Price: $675,000 + Fixed Assets

This well-established CPA practice has been serving individuals and small businesses for more than four decades and is now available due to the owners' planned retirement. The firm has built a strong reputation for providing high-quality tax, accounting, and consulting services while maintaining long-standing client relationships and consistent revenue.

The practice serves approximately 930 individual tax clients and 40 business clients, creating a diverse and stable client base. Most business clients are closely held companies with fewer than 10 employees, providing a broad mix of clients without significant concentration risk.

Services provided include:

Individual income tax preparation
Business tax preparation
Accounting and write-up services
Financial statement preparation
Consulting and advisory services for small businesses
Estate tax return preparation, as needed

In addition to its strong tax practice, the firm maintains recurring accounting relationships that provide year-round revenue and client engagement. The client base has been developed over many years through exceptional service, referrals, and long-term retention.

The retiring owners are willing to assist with a transition period following the sale, helping introduce clients and support a smooth transfer of relationships. This represents an excellent opportunity for an individual practitioner or established firm seeking to expand through the acquisition of a profitable, relationship-driven practice with a loyal clientele and a long history of success.

Qualified buyers are encouraged to complete the NDA and Buyer Profile on the page listed.