SOLD – The Seller would like to assist in transitioning clients and work part-time after the sale. Staff are aware of the sale.
• ~$400,000 of work is yet to be billed in 2024
• Currently, the seller meets in person with fewer than 10 clients per year
• The firm prepares only ~100 1040s at an average of almost $2,200 each
• Business returns are less than 50 with an average fee of nearly $4,300 each
There is no attestation work and a nice block of recurring accounting work as well. This is a rare
opportunity to purchase a premium book of business.