THE OPPORTUNITY
An extraordinary opportunity to acquire a thriving, modernized CPA firm with deep roots in Jackson County, MO. Operating as a respected third-generation legacy practice with experienced support staff, this firm seamlessly combines a solid reputation with fully updated systems—offering a turn-key transition for an ambitious CPA or EA, or an established firm looking to expand its footprint in the Kansas City area.

KEY HIGHLIGHTS
• Loyal, Long-Term Client Base: Decades of goodwill have built an exceptionally stable, highly recurring revenue stream driven by trusted relationships.
• Modernized Infrastructure: Enjoy the perks of a legacy practice without the legacy tech. Modern workflows and efficient client systems are already in place, making operations smooth from Day 1.
• Quality of Life or Room to Scale: Currently run on a half-time schedule by the owner, this firm offers the ultimate balance: keep it as a profitable, lifestyle-friendly practice or ramp up to full capacity to capture immediate, high-margin growth.
• Smooth Ownership Transition: The seller is fully committed to helping the buyer transition client relationships seamlessly to ensure maximum client retention.

REVENUE BREAKDOWN
• 63% Accounting, bookkeeping, and payroll services
• 24% Income tax preparation services for individuals
• 10% Income tax preparation services for business and other clients
• 3% Non-tax consulting