This Semi-Virtual CPA Practice located in the booming Dallas, TX Area has annual gross revenues of approximately $1,050,000. Built on an outstanding reputation and a strong referral network, the practice has developed a loyal nationwide client base with a well-established niche in the real estate industry. By utilizing cloud-based software and virtual processes, the firm efficiently serves clients across the country while maintaining a streamlined operation. This is an exceptional opportunity for a firm looking to expand its presence in the real estate sector or for a practitioner with expertise in real estate taxation seeking an established, scalable practice.

Key Highlights:

  Nationwide, loyal client base with a strong niche in the real estate industry, particularly multifamily properties and syndications.

  Revenue Mix: 75% tax preparation (over 80% business tax returns) and 25% accounting, reviews, consulting, and other services.

  Approximately 70% of clients operate in the real estate sector, with the remaining client base diversified across multiple industries, providing stability and year-round revenue.

  Experienced, reliable team in place to provide continuity and support future growth.

  Efficient semi-virtual operation that is not location-dependent, offering flexibility.

  Strong referral-based practice with an excellent reputation and significant opportunity for continued growth.