– Seller wishes to continue working for buyer as needed which will help fully support transition of clientele. 

– 2025 gross revenues of $698,505 with seller estimating 2026 revenues around $700,000!

– Revenues comprised of individual and business tax (71%), accounting/bookkeeping (21%) and Other Services (8%).

– Significant growth opportunity as both offices are operating at or near capacity and routinely turn away new business due to workload and staffing limitations.

– Diverse client base with the majority located within a 60-mile radius, along with long-standing clients in other states.