This well-established, independently owned tax practice offers a strong local reputation, loyal client base, and efficient, modern operations. With nearly all clients using virtual or drop-off services, it’s a turnkey opportunity for a buyer seeking scalability and low overhead.

Key Highlights:

• ~900 individual returns annually; 90% virtual or drop-off—streamlined workflow

• Several dozen business returns with opportunity to expand year-round planning

• Fully paperless systems in place—smooth transition and remote-ready

• Operates from a private office with flexible seasonal workspace

• Strong local presence—most clients within a 10-mile radius

• Excellent customer service reputation—high client satisfaction and retention