– Owner is retiring and is available to assist with a smooth transition, as mutually agreed.

– Seller estimates approximately $260,000 in 2026 gross revenues.

– Revenues comprised of individual and business tax (80%), accounting/bookkeeping (4%) and Other Services (16%).

– Strong client retention supported by long-term relationships built by both the owner and experienced staff.

– Opportunity for future growth by expanding consulting, accounting, and advisory services within an established client base.