Founded in 2008 and located in the heart of growing, diverse Fairfax County, Virginia, this full-service CPA firm specializes in accounting, financial statement preparation, tax planning, and comprehensive bookkeeping services. The business has built a loyal client base by consistently delivering on five core principles:

Listening closely to client needs and providing tailored solutions.

Supporting both short-term objectives and long-term planning.

Delivering high-quality services with dependable turnaround times.

Staying current with evolving tax laws and financial best practices.

Leveraging modern technology to create a smooth, efficient client experience.

Positioned within a large, affluent population, the firm attracts individuals, families, business owners, and government contractors. The current client portfolio includes approximately 750 clients, with 70 percent individuals and 30 percent businesses, creating a healthy mix that supports stability and future growth. The service menu is broad and designed to meet the diverse needs of this market:

• Financial Statement Preparation
• Payroll Services
• Individual, Family, and Small Business Tax Preparation
• QuickBooks Advisory
• Business Bookkeeping
• Government Contracting Accounting
• Auditing
• Estate and Trust Tax Preparation

The owner is preparing for retirement and is seeking a buyer who will continue the firm’s longstanding reputation for professionalism, integrity, and client care.

Special Financing: This business has been lender pre-qualified with only 10 percent down and a 10-year term for a qualified buyer. Full details are included in the marketing prospectus.

Option to Purchase Segments:

Audit / Attest purchase price: $300,000

Tax / Bookkeeping purchase price $550,000