This is a well-established, high-performing firm with a loyal client base and consistent growth. The practice delivers strong profitability through efficient operations and balanced revenue streams, offering both immediate value and long-term opportunity.

Highlights:

• Balanced revenue mix: 71% tax, 21% accounting/bookkeeping, 8% other services.
• High profitability: Over 75% cash flow to owner with a lean, low-overhead structure.
• Expansion potential: Audits currently declined—ready growth area for a staffed buyer.
• Strong demand: New client inquiries regularly turned away.
• Solid foundation: Proven stability, strong margins, and scalable operations.