Established boutique tax preparation client base available for acquisition with consistent annual revenue of approximately $25K–$28K and strong historical client retention. This opportunity is ideal for a CPA, EA, or small accounting firm seeking strategic growth through acquisition of a relationship-driven practice.

The client base has been built primarily through referrals and long-term relationships, with an average fee per client of $625 and annual retention rates historically ranging from 85%–94%. The practice operates virtually with streamlined systems and includes a mix of individual and small business tax clients, including partnership returns and advisory-oriented engagements. The majority of clients are based in the Greater Philadelphia area.

The seller is highly committed to ensuring a smooth transition and is willing to remain involved during the handoff process to support client retention and continuity. In addition, the seller is open to continuing a relationship with the acquiring firm in a consulting capacity, including fractional CFO, financial planning, operational consulting, and advisory services.

This is an excellent opportunity for a buyer who values personalized client relationships, advisory-focused tax services, and long-term growth potential.