– UPDATED FINANCIALS AVAILABLE!

– Seller is retiring but is willing to assist the buyer with a smooth transition of clients. 

– 2026 revenues are projected to exceed $725,000. 

– Well-established CPA practice operating since the early 1980s with an excellent reputation and strong referral network. 

– Experienced, efficient, and tenured CPA staff in place to support the new owner and future growth. 

– Strong owner cash flow of approximately 62% of gross revenue. 

– Turnkey CPA practice with established operations, staff, and client base in place. 

– Existing office space is also available for purchase. 

– Separate RIA firm to be available for purchase in the near term following the sale of the CPA practice.