THE OPPORTUNITY
An excellent opportunity to acquire a high-quality portion of an established tax and accounting practice located in desirable Lee's Summit, Missouri. Ideal acquisition for a licensed CPA, EA, or experienced practitioner seeking to expand their existing footprint or establish a lucrative independent practice. This practice offers a balanced revenue mix of recurring monthly services and robust seasonal tax preparation. Perfect for a qualified buyer looking for strong cash flow, well-organized systems, and an established, modern client base.

PRACTICE HIGHLIGHTS
• High-Tech Infrastructure: Modern operation with the majority of clients utilizing an electronic portal, ensuring smooth administrative workflows and efficient remote or hybrid capabilities.
• Strong Fee Structure: Nice billing rates reflecting high client retention and quality service delivery.
• Seamless Transition: Experienced seller is committed to providing hands-on transition support to assist in a successful client retention and handoff process.

REVENUE BREAKDOWN
• 25% Accounting, Bookkeeping & Payroll
• 56% Individual Income Tax Preparation
• 15% Business Income Tax Preparation
• 4% Other Tax Preparation Services