This long-standing practice brings more than four decades of experience providing high-quality tax services to a well-established, loyal client base throughout Hawaii. Many client relationships span 10+ years, highlighting the practices strong reputation for delivering personalized service and expertise. Revenue is tax-driven with a solid fee structure in place. The practice operates on a hybrid service model, with more than half of the clients already accustomed to securely uploading information and being serviced virtually, which provides operational flexibility.

This is an attractive opportunity for a tax professional or established practice in the area looking to expand with a quality and profitable book of business. Additionally, there is the potential to establish a mutually beneficial referral relationship with the seller that could provide an avenue for cross-referrals, new client opportunities and additional growth.