Virtual practice. Established highly profitable CPA practice with $538,000 in 2025 revenue and a loyal, longstanding client base. The practice includes approximately 162 individual tax clients, 32 business tax clients, and 35 recurring accounting clients, providing a well-diversified mix of tax and accounting revenue. The seller is retirement-minded and seeking a successor, creating an excellent opportunity for a CPA or existing firm to acquire a mature, relationship-driven practice with significant history and strong client continuity.

Two partners both CPA's who are retirement minded. Willing to stay on for a reasonable transition period.

Total economic benefit to OWNERS is $497,000. Owner Benefit represents the total economic benefit to the current owners based on the firm's existing operating structure and owner involvement. This figure is subject to normalization to reflect the market cost of replacing owner-provided professional services and other owner-specific expenses, as applicable.

1040s - 162 returns - $1,282.00 Avg Fee
1120s - 32 returns - $6,527.00 Avg Fee
Other (1041, 990) - 27 returns - $781.00 Avg Fee

Tax Planning $15,335

Interested parties please sign NDA and complete the Buyer Profile on website