This profitable, well-known CPA practice has been a trusted fixture in Calvert County and Southern Maryland for over 20 years, serving generations of loyal clients through a highly referral-driven model. Its strong local reputation, deep community ties, and consistent recurring revenue make it a rare and compelling acquisition opportunity for a buyer seeking stability and growth.

The firm delivers a full range of tax preparation, accounting, and advisory services, supported by consistent recurring revenue and efficient, streamlined operations. Clients value the firm’s personalized approach, accessibility, and trusted guidance, resulting in strong retention, predictable cash flow, and minimal client concentration risk. The business has been built on relationships rather than advertising, making it both stable and resilient.

This opportunity is especially well-suited for a local CPA, regional firm, or buyer with ties to Southern Maryland seeking to expand their footprint or acquire an established book of business (BOB) with immediate income. It also presents a compelling platform for a buyer looking to step into a respected community practice with an existing reputation and proven operating model.

While the practice is performing well today, there is significant untapped growth potential. Opportunities include expanding higher-margin advisory services, implementing proactive tax planning packages, increasing business client engagement, and introducing light, targeted marketing initiatives. A growth-oriented owner could scale revenues without disrupting the strong client relationships already in place.

With a solid foundation, strong community presence, and meaningful upside, this is a rare opportunity to acquire a trusted Calvert County CPA practice that offers both stability today and growth for the future.