Description:
• Portland, Maine CPA is selling a book of business comprised of tax preparation for individuals (approximately 66%) and tax preparation for business entities (34%) • 2022 gross revenues are estimated to be approximately $60,000 • Solid fee structure, with average fees of about $375 for individuals and $925 for business returns • Good client retention and well-established relationships • The owner will assist in transitioning the clients to the buyer, including working with the buyer during the upcoming tax season, which should optimize client retention