This established Springfield-area tax and accounting practice offers an opportunity to acquire a loyal client base with longstanding relationships across multiple ownership transitions. Steady referrals have generated more demand than the practice’s current capacity allows, creating room for a buyer to expand. The opportunity could suit an existing firm looking to add clients or a buyer ready to build on an established business.

Key Highlights:
  Service mix: 73% tax and 27% accounting, bookkeeping, payroll processing, and compliance.

  Growth potential: New business has been turned away for six to eight years due to the seller’s decision not to add staff. Based on referrals, the seller believes 15%–20% annual growth is achievable with added staff, services, and marketing.

  Hybrid operations: Approximately 65%–70% meet in person, 30% drop off documents and receive a call when ready, and a small percentage are out of state.

  Fee opportunity: The seller sees room to increase fees while maintaining client continuity.