THE OPPORTUNITY
Are you a CPA or EA looking to expand your footprint or step into a turnkey practice in the thriving Middle Tennessee market? Located in a prime spot southwest of Nashville, this premier CPA firm offers a rare combination of stability, loyal clientele, and exceptional growth potential. Owned and operated by its founder, the practice has built an outstanding reputation for quality and reliability. With the seller approaching retirement to pursue new ventures, this well-established firm is ready for its next seamless chapter.


KEY HIGHLIGHTS
• Established Reputation & Single-Owner History: Long-standing market presence with deep roots and high client retention.
• Turnkey Operations: Supported by a skilled, knowledgeable staff with direct, trusted client relationships already in place.
• Flexible Real Estate Options: The seller owns the building and is open to either leasing or selling the real estate, allowing the firm to stay in its proven location.
• Smooth Transition Support: The seller is committed to assisting during the transition period to ensure complete client continuity.
• Balanced & Diverse Revenue Mix: The firm features a healthy, year-round recurring revenue stream that balances steady monthly accounting with tax season demand.

REVENUE BREAKDOWN
• 45% Accounting, Bookkeeping & Payroll
• 43% Income tax preparation services for individuals
• 12% Income tax preparation services for business and other clients