This well-established Enrolled Agent practice has been serving clients since 1992 and offers a balanced mix of tax, bookkeeping, payroll, and consulting revenue. The owner is willing to assist for 1–2 years and is open to part-time support during tax season to ensure a smooth transition. Trained staff are interested in remaining with the new owner.

• Software in use includes Lacerte & QuickBooks Plus Pro 2024
• Approximately $83,000 in annual revenue, via bookkeeping (31 clients)
• Approximately $55,000 in annual revenue, via payroll (19 clients)
• Approximately $4,500 in annual revenue, via consulting and Misc. 
• Approximately 484 individual tax returns with an average fee of $596 per return
• Approximately 18 business tax returns with an average fee of $1,045 per return
• Approximately 18 other tax returns with an average fee of $604 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $154,567 (2024)
• Seller owns office space.