This confidential opportunity represents an established and profitable tax preparation and accounting practice located in Pinellas County, Florida, serving individuals and small businesses through both in-person and virtual services.

The business provides a comprehensive range of services including tax preparation, tax planning, accounting, bookkeeping, consulting, and entity formation support. With over two decades of industry experience behind the operation, the practice has built a loyal, long-term client base with strong retention and recurring annual revenue.

A key strength of this business is its high degree of portability. The operation is not dependent on a specific location and can be transitioned to a fully remote or hybrid model, making it ideal for an owner-operator, an existing accounting firm seeking growth through acquisition, or an investor looking to absorb the book of business into a larger platform.

The business is efficiently run with minimal staffing, and the owner is currently involved in day-to-day operations. Clients are primarily acquired through word-of-mouth referrals, indicating strong relationships and trust within the community, while also presenting significant upside through digital marketing, cross-selling, and expansion of advisory services.

The business is owned by three shareholders. The operating shareholder is willing to remain with the business post-closing as an employee to ensure continuity and a smooth transition. This opportunity is well-suited for a buyer seeking a stable, service-based business with consistent demand, low overhead, and scalable growth potential.

Further details will be provided upon execution of a Confidentiality Agreement (NDA).