Opportunity to acquire a thriving, full-service CPA tax practice franchise with strong client relationships and consistent growth. This well-established firm serves a diverse mix of individual and small business tax clients throughout Utah County and surrounding areas. The practice is part of a nationally recognized franchise system that provides proven systems, marketing support, and operational guidance—making this a turnkey opportunity for a CPA, EA, or experienced tax professional seeking firm ownership.

The office is centrally located in Downtown Provo, within a beautifully restored historic building featuring exposed brick, original hardwood floors, and tasteful furnishings. The suite totals approximately 1,800 sq. ft., including a reception area, six private offices, a break room, and two restrooms. About 1,200 sq. ft. is currently occupied by the practice, with three offices sublet but available to reclaim as the business expands. The space offers excellent visibility, client parking, and easy access for walk-in clientele.

The practice currently serves approximately 400 active tax clients, with a solid foundation of recurring individual and business returns. Growth has been consistent year-over-year, and the firm is well-positioned for continued expansion through increased marketing and client retention initiatives. The seller anticipates 600–700 returns in the upcoming 2026 tax season, supported by ongoing outreach and community presence.

Modern systems are in place for efficient, paperless operations. The practice uses Drake Software for tax preparation and TaxDome for client management, document collection, and e-signatures. Workflow, storage, and communication are all fully digital, allowing seamless interaction with clients and efficient seasonal scaling.

The franchise affiliation provides strong brand recognition, training, and continued operational support. Franchise transfer and new owner training will be coordinated through the franchisor to ensure a smooth transition.

The reason for sale is an ownership restructuring as the current partners pursue separate business ventures. The seller is committed to a successful handoff and will provide up to four months of transition support, including client introductions, workflow training, and assistance through the upcoming tax season to promote client continuity.

This is an excellent opportunity for:
A CPA or EA ready to own an established tax practice
A nearby firm seeking to expand into Utah County
An experienced tax professional looking for a turnkey operation

Highlights:
~400 active tax clients, projected 600–700 by next season
Downtown Provo office with beautiful historic character
Fully digital systems (Drake + TaxDome)
Strong franchise support and training
Room to grow within current 1,800 sq. ft. suite
Four months of seller transition support included with sale