Grossing $130,000 | Up to 90% Bank & Seller Financing Available

This well-established CPA practice in Northern Virginia has served a loyal base of individual and trust clients for over three decades. The practice focuses primarily on personal income tax preparation, with additional trust and fiduciary return work and a smaller volume of business filings. Clients tend to stay long term, often reaching out throughout the year for tax planning and financial guidance rather than just during filing season.

The practice operates on modern, paperless workflows with secure client data collection and e-signature in place, giving a new owner efficient systems from day one. The current office is home-based and can be relocated a reasonable distance without disrupting client relationships. The owner is retiring after decades in the practice but is available for a reasonable transition period to support client retention.

Key Highlights:
● Loyal, long-tenured individual and trust client base
● Strong average fees per client (~$1,500 per 1040 / $3k+ per business return)
● Paperless workflows with secure e-signature and data collection in place
● Flexible, relocatable office setup
● Owner available for transition support
● Up to 90% bank and seller financing available for qualified buyers

Interested parties will be required to sign a non-disclosure agreement before receiving further details on this practice.