• The seller is not open to providing seller financing; full cash or third-party financing will be required
• Seller prefers a CPA with at least 5 years of tax experience with a CPA firm or a CPA in public accounting management (tax manager or principal) Experience in tax, client and workflow management, trust and estate knowledge is important.
• Seller is a CPA and willing to assist in transition including being on site, if needed
• Clients are serviced remotely
• Approximately 28 individual tax returns with an average fee of $2,213 per return
• Approximately 103 business tax returns with an average fee of $1,964 per return
• Approximately 55 other tax returns with an average fee of $1,319 per return
• Approximately $47,000 in gross revenue from consulting and other fees
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $344,264 (2024)
• Home office
Ad#:2431474
