Established Accounting & Tax Practice - Monroeville, area great location

This well-established accounting firm has maintained continuous operations for 15 years, serving a diverse clientele of individuals and businesses throughout the Monroeville market. The practice has developed a comprehensive service portfolio and established client relationships that provide a stable foundation for continued growth.

Service Portfolio:

Individual Services:
• Income tax preparation and planning
• Personal financial planning and retirement strategies
• Estate planning and wealth preservation
• Tax relief and resolution services

Business Services:
• Corporate income tax preparation and compliance
• New business formation and structuring
• Non-profit organization support
• Ongoing business advisory services

Specialized Tax Services:
• Comprehensive tax planning and optimization
• Estate and trust tax services
• IRS audit representation and defense
• Tax resolution services including offers in compromise
• Payroll tax problem resolution
• Expatriate tax compliance
• Multi-year tax return preparation

Industry Expertise:
The firm has developed specialized knowledge serving professionals in construction, dental practices, healthcare, hospitality, and legal services sectors, demonstrating adaptability and sector-specific competency.

Operational Advantages:
• 15-year operational history demonstrating market stability
• Established client base across multiple service categories
• Comprehensive service offering enabling client retention and growth
• Proven expertise in complex tax resolution matters
• Geographic market position in Bedford County

This practice represents a turnkey opportunity for qualified buyers seeking an established accounting firm with diversified revenue streams, proven operational systems, and growth potential in both individual and business market segments.