Accounting Property Tax Audit Firm

This firm offers an exceptional work-life balance with a standard 32-hour workweek and consistent three-day weekends (no Mondays). There is strong growth potential, and the owner has flexibility over scheduling client work. January through March are typically slower months, making the firm a nice compliment to a tax practice. The firm does not prepare tax returns or perform attestation services, nor is a CPA owner required (no peer reviews). While a CPA license is not required, it has helped differentiate the firm. The practice occupies a strong niche and low competition. All 95 state counties have a vendor such as this firm conducting state mandated business property tax audits. The client base is long-tenured and supported by multi-year contracts.

Both owners are preparing for retirement and are willing to remain involved to ensure a smooth transition. Staff members are covered by non-solicitation agreements and are expected to stay with the practice. This is an excellent opportunity for a new owner looking to establish a practice or for an existing firm seeking strategic expansion, supported by an experienced team and established systems.