-Established for over 30 years
-Revenue holding steady at approximately $1.2M, with 2026 tracking consistent with prior years
-Average personal tax return fees exceeding $2,000
-Owner hours just 1,600 hours annually
-Long-tenured staff averaging more than 20 years

ABOUT THIS PRACTICE:
For more than 30 years, this full-service CPA firm has served a diversified client base of small businesses and professionals in the DC metro area, with growth coming entirely through client and staff referrals and no paid advertising. The firm carries no audit engagements. Average personal tax return fees exceed $2,000. Owner hours are just 1,600 hours annually thanks to a well-tenured team that manages most client relationships directly. Revenue has remained strong at approximately $1.2M, supported by long-standing engagement letters and annual fee arrangements, and the firm's well-documented, largely cloud-based systems provide a smooth foundation for an incoming buyer.

IDEAL BUYER:
The ideal buyer is an established CPA firm, or a partner or senior manager at an existing firm with a smaller client base, looking to grow through acquisition in the DC metro area. Prior experience running or managing a CPA practice is important, given the importance of stepping directly into deep, long-tenured client relationships. A buyer with staff capacity to absorb additional accounting and financial statement work, and one willing to commit to the area for several years to preserve continuity for staff and clients, would be well positioned. Because the current team already maintains substantial direct client contact, this practice offers a lower-risk transition than firms more dependent on a single owner.