Revenue Breakdown (7/1/2025 - 6/30/2026):

• Individual & Fiduciary Returns: 607 returns at $961.94 average fee: $583,895
• Business Returns: 220 returns at $1,833.72 average fee: $403,419
• Benefit Plan Returns (Form 5500-EZ): 121 returns at $673.55 average fee: $81,500
• Accounting, Bookkeeping, Financial Statements (Prep Only): $90,375
• Payroll Compliance (941, W-2, 1099): $40,965
• Tax Planning Services: $58,395
• Additional Tax Services (Exempt, Estate): $21,955
• Other Revenue: $20,116

Team - 5-Member Team:

• 2 CPAs (including owner)
• 1 Senior Staff Accountant
• 1 Staff Bookkeeper
• 1 Administrative Staff (part-time)

Technology & Systems

• Tax & Compliance: Lacerte Tax, CFS Payroll, Parker Tax Library
• Accounting: QuickBooks Desktop & Online
• Financial Analysis: CFS TaxTools
• Practice Management & Workflow: Lacerte DMS and ShareFile

Key Strengths:

• Diversified revenue - individual, business, and accounting services
• Strong average fees
• Experienced team with long-term employment
• Established reputation - 40+ years serving the community
• Stable location 20+ years with long-term lease (expires June 2027 with renewal options in place)

Thank you for your interest!

Please note that NDAs will not be provided to everyone who inquiries about this listing. To be considered for the next stage, interested buyers must include the following information with their inquiry, and the strongest responses will be shortlisted to move forward.

(i) Do you own an existing CPA /EA practice?
(ii) What is the website & location of your current business?
(iii) A little info on your business background?
(iv) How many times (if any) have you previously purchased a CPA/EA firm?
(v) How do you plan to finance this acquisition? Cash or bank loan?
(vi) What is the reason for your interest in this particular firm?