• Owner is looking to retire and will be available for transitional help as agreed with buyer.
• 2025 gross revenues are estimated to be around $360,000!
• Year-round service mix includes tax (58%), accounting (35%), and audit/review (7%)
• Trained clientele utilizes a portal to efficiently upload documents securely.
• Great reputation in the community with continuous referrals by word of mouth.
• Excellent year-round cash flow to new owner with support staff in place.
• Prime opportunity for an individual to get into practice ownership easily or an existing firm looking to add growing revenues.