Practice for Sale – Established Tax and Accounting Firm
Presented by Alan Liverman

We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service.

Key Highlights:

Service Breakdown:

• T1 Personal Tax Returns: Approx. 1,193 returns annually

• T2 Corporate Tax Returns and Other: Approx. 67 returns annually (Note additional new clients onboarded in 2025 not included)

• Total income tax revenues amount to $153,408 representing 47% of annual revenue

• Bookkeeping & Accounting Services: 63 corporate clients generating $160,025 of revenues, representing 49% of annual revenues.

• Established: Founded in 1992, the practice has built a loyal client base and a strong local presence.

• Technology:

  • Accounting and Tax Software: Profile, Caseware and Paycalc

  • Other Software: Sage and Excel

• Staffing:

  • Two full-time employees year-round

  • One part-time seasonal employee

  • Both are willing to remain with the buyer, ensuring a smooth transition

• Owner Involvement: The current owner personally prepares tax returns and client meetings and is now looking to retire.

• Office Space:

  • 1,424 square feet

  • Monthly rent: $2,424

  • Lease assumable; expires December 2026

• Financials: Consistent annual billings and profitability, with a strong emphasis on customer satisfaction.

This is an ideal opportunity for an individual practitioner looking to grow, or an existing firm seeking to expand its client base with a turnkey operation.