2026 Projected Revenue: $120,682
• Personal Tax Services – $16,426
• Accounting & Business Tax – $104,256

Key Highlights
Strong, reliable revenue from a loyal base of monthly bookkeeping, accounting, and tax clients. The practice offers a highly manageable owner workload — approximately 40 hours per week during peak tax season (February through April) and typically less than 10 hours per week the rest of the year. It features a high-quality client base of established businesses and their owners, supported by attractive fee levels and excellent realization rates.

Reason for Selling
Owner is pursuing other business interests and is motivated to ensure a smooth transition.

Financing
Up to 90% bank and seller financing available. This practice has already been pre-qualified by our lenders. Additional working capital and equipment financing can also be arranged.

This is a true turn-key opportunity with recurring monthly revenue, loyal clients, and an exceptional work-life balance. Ideal for an individual CPA, expanding firm, or buyer looking to enter the Toledo market.

All inquiries are handled with complete confidentiality. Additional detailed information (including client mix, cash flow details, and full financials) is available upon signing a standard non-disclosure agreement.