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: 88% of revenue (approx. 3,000 returns annually)

  • T2 Corporate Tax Returns: 10% of revenue (approx. 100 returns annually)

  • Bookkeeping & Accounting Services: 2% of revenue

• Established: Founded in 2011, the practice has built a loyal client base and a strong local presence.

• Technology:

  • Tax Software: TaxCycle

  • Accounting Software: QuickBooks

• Staffing:

  • One full-time employee 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 the majority of tax returns and is now looking to retire.

• Office Space:

  • 800 square feet

  • Monthly rent: $1,300

  • Lease assumable; valid through 2030

• 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.