-Cash flow to owner exceeding 65%, among the strongest margins in the industry
-Personal tax-focused practice with more than 30 years of community reputation and steady referral-driven growth
-Revenue has grown consistently, approaching $1M for 2026
-Small, tenured, collaborative team capable of handling any client engagement independently
-Pay-before-filing billing model keeps accounts receivable negligible

ABOUT THIS PRACTICE:
This well-established, two-owner CPA firm has served its community for more than three decades, building an outstanding reputation for accurate, on-time work and a genuinely client-centric approach focused primarily on personal tax preparation and planning. Revenue has grown steadily, approaching $1M for 2026, while cash flow to owner has consistently exceeded 60%, supported by a collaborative, cross-trained team and a billing model that keeps receivables minimal. Nearly all new business comes through referrals, and the current owners have been selective in accepting new clients to preserve work-life balance, leaving meaningful room for a new owner to grow the client base and expand services.

IDEAL BUYER:
The ideal buyer has the capacity to step into the roles of two full-time owner-operators and take an active, hands-on approach with clients, consistent with the relationship-driven service this client base expects. A buyer who values a collaborative team environment and wants to build on a firm's long-standing community reputation will be well positioned to continue its trajectory.
ABOUT THE AREA:
For a more specific location, please see the full profile.