Description:
• Single-owner CPA practice in vibrant, growing community • 54% Tax Preparation (61% Individual; 36% Business; 3% Other); 29% Bookkeeping and 17% Payroll • Practice utilizes UltraTax, QuickBooks, CCH Practice Management • Employees include a tax supervisor, a bookkeeper/tax preparer & a receptionist/office manager • Staff are self-sufficient and handle most of the client work and communications • Office space in professional building with room for growth; however, practice could also be ideal for an existing practice looking to service clients from existing location • Owner is looking forward to retirement after a long, successful career • Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention