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.