-Fantastic revenue growth- $200,000 with new virtual clients this year!
-Fee increases implemented for January 2026
-Owner hours less than 1,800


This is a well-established CPA firm specializing in tax and tax planning services, offering clients expertise and personalized support navigating complex tax matters. The firm operates from two strategically located offices, providing convenient access for clients across Winston Salem and Greensboro. In 2025, the firm added approximately $200,000 in annual revenue from virtual work.

This firm is supported by a highly engaged, professional team known for exceptional service and responsiveness. The firm leverages offshore support during tax season to manage workload peaks efficiently, while maintaining high service standards. With owner hours under 2,000 annually, this firm offers a great combination of operational strength, growth potential, and work-life balance.

Ideal Buyer:
The ideal buyer is a CPA who values a high-quality client base and is ready to build on a strong foundation, whether expanding an existing firm or establishing their own practice. This opportunity is best suited for someone energetic, growth-minded, and committed to elevating an already solid portfolio of clients. A personable, approachable, and easy-going owner will thrive here, as the firm’s culture and long-standing client relationships strongly favor an engaging, client-centered leadership style.

For more information please visit the website entitled PoeGroupAdvisors