This is a unique opportunity to acquire an established tax preparation practice built over 25
years of trusted client relationships and referrals. Operating independently for the past 10 years,
the practice has grown primarily through word-of-mouth, creating a loyal and diverse client
base.

The business provides individual and small business tax preparation services, including
experience with multi-state returns, and utilizes Drake Tax Software for efficient operations and
client management.
Built on a genuine commitment to helping clients, the practice has earned long-standing
relationships, repeat business, and referrals. The seller is seeking a buyer who shares the same
dedication to client service and values the opportunity to continue making a positive impact.
A key advantage of this opportunity is the seller’s commitment to a smooth transition. The seller
is willing to remain involved for up to three years to provide training, support, and client
introductions, making this an excellent opportunity for a tax professional, enrolled agent, CPA
candidate, or existing firm looking to expand without starting from scratch.
Opportunity Highlights:

● Approximately 488 established clients
● 150 clients currently served fully online
● 25 years of industry experience and client relationships
● Consistent referral-based growth with minimal marketing expenses
● Established systems utilizing Drake Tax Software
● Diverse mix of individual and small business tax clients
● Seller available for transition support, training, and client introductions
● Strong opportunity for growth through updated pricing, expanded services, marketing,
and additional tax offerings

The ideal buyer will value long-term client relationships, enjoy helping individuals and small
businesses with their tax needs, and have the ability to serve clients both in-person and
remotely.