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 $80,000 in annual revenue, via bookkeeping (25 clients)
• Approximately $57,000 in annual revenue, via payroll (19 clients)
• Approximately $9,300 in annual revenue, via consulting and Misc. 
• Approximately 492 individual tax returns with an average fee of $560 per return
• Approximately 17 business tax returns with an average fee of $959 per return
• Approximately 16 other tax returns with an average fee of $903 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $155,852 (Proj. 2026)
• Seller owns office space.