THE OPPORTUNITY
An exceptional opportunity to acquire a tech-forward tax and accounting practice in the fast-growing North Houston metro area. Two CPA owners are seeking a partial sale to shift focus toward other non-CPA firm business ventures, creating a seamless turn-key opening for an ambitious CPA or EA. Ideal for an individual buyer looking to step into an established, modern firm or an existing practice seeking an immediate, tech-ready expansion in the Greater Houston market.

KEY HIGHLIGHTS
• Modern & Cloud-Based: Operates on a streamlined, tech-enabled, high-efficiency model with nearly 100% accounting client portal adoption and nearly 90% tax client portal adoption.
• Strong Business Client Base: Deep, loyal roster of high-value corporate and small business clients.
• Established Footprint: The practice can easily remain in its current north Houston area location with all employees living within five miles of the office.
• Turnkey Transition: Sellers are committed to providing hands-on transition assistance to ensure maximum client retention and operational continuity.

REVENUE BREAKDOWN
• 23% Accounting, Bookkeeping & Payroll Services
• 33% Individual Income Tax Preparation
• 32% Business Income Tax Preparation
• 6% Specialized Tax Returns (Trusts, Nonprofits, Gift)
• 3% Tax Planning
• 2% Compilations
• 1% Non-Tax Consulting