SOLD
Amarillo CPA Tax practice
Listing #
TXW5146
Location
Texas
Annual Revenue
$328,000
Asking Price
Type
CPA TAX
Presented by:
Kevin J. Overberg, CPA/PFS
Office: 720-988-4334
Description:
  • Practice owner passed away mid-March 2024
  • Son, who had worked in practice for 10 years, is managing practice during transition
  • All returns not completed have been extended
  • Few returns were completed; therefore, great opportunity for 2024 revenue post close
  • Practice primarily focused on individual clients with some entity returns
  • Software uses ProSystems Fx and QuickBooks
  • Two full-time and one part-time employees
  • Office lease ends January 31, 2026
  • Son will continue to assist with transition of the practice
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