This is an excellent opportunity for an existing CPA or EA firm looking to expand through acquisition.

• The owner is a CPA
• This established book of business has been serving clients since 2011
• Software in use includes Lacerte
• Approx. $13,000 in annual revenue, via bookkeeping & Payroll
• Approx. 116 individual tax returns with an average fee of $1,060 per return
• Approx. 27 Fiduciary returns with an average fee of $704 per return
• Approx. 12 Business returns with an average fee of $1,792 per return
• Approx. 3 other tax returns with an average fee of $1,900 per return
• This is a book of business only—no office lease or staff are included in the sale