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: 28% of revenue (approx. 300 returns annually)

  • Compilations/T2 Corporate Tax Returns : 42% of revenue (approx. 51 clients)

     

               Established: Founded in 2006, the practice has built a loyal client base and a strong local presence.

• Technology:

  • Tax Software: Profile 

  • Accounting Software: Microsoft Office, QB, ( Desktop & Online), Sage 50

• Staffing:

  • One full-time employee year-round 

     

• Owner Involvement: Full time 

• Office Space:

  • Approximately 1500 square feet

  • Monthly rent: $1,950 + HST

  • Lease assumable

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

This is an ideal opportunity for an individual practitioner who is a CPA and looking to grow, or an existing CPA firm seeking to expand its client base by acquiring this book of clients.