-Current owners are only admin and work just 30 hours annually
-Established practice with many client relationships exceeding 20 years
-Diverse full-service mix spanning bookkeeping, personal tax, business tax, audits, compilations, estate, reviews, and payroll
-2026 collections through May tracking approximately $70K ahead of the same period in 2025
-Buyer can be located anywhere
-Managers on site run the team and firm, while consistently bring on new clients

About this practice:
This full-service CPA firm has operated as a genuinely self-sufficient practice for over 15 years under the current owners. The two owners work a combined 30 hours annually and are focused on their other CPA firms, checking in one to two hours per month while experienced managing CPAs handle all client relationships, workflow oversight, staff management, and business development. The firm has been established for several decades, and the client base reflects that longevity, with many relationships extending well over two decades. Services span bookkeeping, personal and business tax, audits, compilations, reviews, estate returns, and payroll.

Revenue has held consistently around $1M in recent years with collections through May 2026 tracking ahead of the prior year. The 2026 projection of $1,025,000 reflects a conservative estimate of that incoming referral business.

Ideal Buyer:
The ideal buyer is an experienced CPA or established accounting firm comfortable with a hands-off ownership structure, at least initially, and the leadership instincts to support rather than disrupt a culture that has run successfully without active owner involvement for years. The managing CPAs have operated this firm independently for over a decade and are the backbone of its client relationships and operational continuity. A buyer who recognizes the value of that structure and does not arrive intent on immediately reshaping the team or client approach will be well-positioned for a successful transition. Prior experience acquiring and transitioning a practice is a plus given the firm's established culture and the expectation that the managing CPAs will remain through a defined transition period rather than indefinitely.