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| The Holmes Group |
| Toll-Free: 800-397-0249 |
This well-established, fully remote tax practice in Michigan’s Northern Great Lakes region generates approximately $450,000 in annual gross revenue. It caters to a highly loyal and quality client base, including businesses and individuals, many of whom have been with the owner for over 20 years. This stable client mix should continue to provide a steady stream of referrals and significant opportunities for service diversification. The firm operates with a robust fee structure, charging a minimum of $1,500 per return, ensuring reliable, year-round income. Revenue is derived exclusively from tax services, with 83% coming from individual clients and 17% from business clients, currently generating a consistent cash flow to the owner of approximately 75% of total revenue.
Operated by a sole owner, the practice offers the flexibility to remain a streamlined, one-person operation or expand with additional staff to support future growth. The owner will provide long-term transitional support to ensure optimal client retention and operational continuity. This opportunity is ideal for a tax professional seeking a scalable, fully remote practice or a firm looking to broaden its client base. With a strong foundation and a focus on high-value clients, the practice is well-positioned for continued success.
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