- ~35% cash to owner (2025), ~40% cash to owner (2026 projection)
- $943,060 (2025) with projected growth to $1,075,000 (2026)
- Hybrid operating model with both in-office staff and several remote CPAs

This established CPA firm serves a loyal base of individual and business clients with a balanced mix of services including tax preparation, accounting, and bookkeeping. The practice has developed a strong reputation for delivering reliable, high-quality service and maintaining long-standing client relationships.

Operations are efficient and well-structured, supported by a hybrid model that includes a physical office presence alongside a team of experienced CPAs who work remotely and engage with clients virtually. The firm utilizes a proven technology stack, including QuickBooks Online, Lacerte, and Canopy, allowing for seamless remote collaboration while maintaining consistency in workflow and client service. The owner works approximately 2,000 hours annually, focusing primarily on client relationships, review, and oversight, while a capable team supports day-to-day production. With established processes, and a flexible operating model, this practice offers a stable foundation with opportunities for continued expansion.

This practice is well-suited for a buyer with a strong background in accounting or tax who understands the demands of operating a CPA firm. The ideal buyer will be prepared to manage the seasonal intensity of the business while maintaining a high standard of client service. A buyer with prior experience in the field will be best positioned to step in, provide oversight, and support the existing team.