-Revenue approaching $1.8 Million for 2026, with growth driven entirely by referrals and no paid
advertising, Firm has grown over $200,000 in revenue for the last 2 years
-Cashflow is estimated at $650,000 and increasing with annual price increases of 15% with
exceptional retention
-Firm reviews thousands of returns
-Long-tenured staff, with several team members on board for two decades or more
-Minority Owner wants to stay on 5 years

ABOUT THIS PRACTICE:
This high-volume tax practice serves an established niche with revenue approaching $1.8M for 2026. Growth has come entirely through referrals, with no paid marketing, and the practice continues to operate at full capacity. Fees have been increased in each of the past three years with minimal client attrition, and pricing remains below market even after these increases, leaving room for a new owner to continue building on this momentum.

The team is tenured and entirely client-facing. Several staff members have been on board for two decades or more, providing strong institutional knowledge and continuity through a transition. The owner currently oversees operations and intends to remain long term, offering a buyer meaningful support during the changeover.

IDEAL BUYER:
The ideal buyer is a CPA or firm principal who's comfortable stepping into a high-volume, high-capacity tax practice. Strong management and delegation skills matter here, since the buyer will need to work effectively alongside existing operational leadership. Someone who can bring in technology or process improvements to expand capacity, while continuing the measured fee increase strategy already underway, is well positioned to build on the practice's momentum.