Description:
Single-owner EA tax practice Long-term, stable client base with strong referral opportunities Revenues are primarily Tax Preparation Services (69% Individual; 28% Business) with Tax Planning & Consulting Services (3%) accounting for the balance. Great potential to add additional services, especially write-up work, and financial planning engagements as well Cash flow to owner is 63. 5 % of gross revenue before potentially duplicate expenses Practice utilizes Drake and Quickbooks software One seasonal tax preparer paid on production based commission Office space is professionally appointed leased space Owner is looking forward to retirement after a long, successful career Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention.