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Southlake, TX Based Virtually Operated Audit & Tax Practice
Listing #
TXN6465
Location
Texas
Annual Revenue
$334,000
Asking Price
$400,000
Type
TAX AUDIT
| Presented by: |
 |
| The Holmes Group |
| Toll-Free: 800-397-0249 |
Description:
This well-established, virtually operated CPA practice in Southlake, TX, has projected annual gross revenue of approximately $334,000. The firm serves a loyal, high-quality client base of not-for-profit organizations, with revenue derived primarily from audit services (80%), followed by review services (13%), and 990 tax preparation (7%). A niche industry focus allows the firm to operate efficiently while providing expert-level services tailored to the unique needs of each entity. Although the practice maintains a desirable Southlake, TX address, nearly all services for these clients are delivered virtually, offering exceptional flexibility for a buyer and minimizing reliance on a physical location. With a solid fee structure, low overhead, and many clients with non-calendar fiscal year ends, the practice generates strong year-round cash flow to the owner above 50% of gross income.
The managing partner is committed to supporting a smooth transition, and the other partner has expressed interest in continuing in the same role. This presents an outstanding opportunity for a firm seeking a seamless and profitable expansion, or for an experienced auditor ready to step into practice ownership with a stable, niche-focused client base and a strong framework for continuity and sustainable growth.
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