• The firm has had steady growth, with expected revenue for sale of $565,000 in 2026.
• ~40% of revenue is accounting and payroll (not tax)
• This 20-year-old firm has earned an excellent reputation as evidenced by outstanding Google and
Facebook reviews.
• Staff in place with non-solicit/non-compete agreements
• TaxDome practice management software
• The Seller is flexible regarding assisting the new Owner to help make sure clients are well cared
for
• Well located office real estate may also be available for purchase
• 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.
