First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic growth.

Growing your existing practice? Step right into a book of current and loyal clients.

This practice serves a loyal client base to generate referrals and expand service opportunities with impressive year-over-year growth. Primed for a new owner, a smooth transition, and continued growth.

It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market.

Revenue Stream: 90% tax, 10% bookkeeping and payroll

Cash Flow to the Owner: $205,000.

Facilities: High visibility location. First-floor office spaces with a reception, breakroom, and conference room. Parking. Convenient to clients. Favorable lease terms.

Staff: Seasoned staff will stay. The Owner will facilitate a smooth transition.

Enjoy the quality of life. Build your practice and raise your family in a beautiful city with friendly people and loyal clients.

Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $320,000, balanced between tax (57%) and accounting/payroll (43%) to provide year-round income.

This reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the Owner of more than $96,000 with consistent year-over-year growth.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market.

Average Bill Rate: $150/hr

Facilities: Attractive office suite in a main street professional building. First-floor office spaces (three) with a reception, breakroom, and conference room. Parking. Convenient to business clients and local restaurants. Favorable lease terms or building purchase considered.

Staff: Owner + two FT. Very competent staff will stay on after the sale. The Owner will stay on as long as needed to facilitate a smooth transition.

Seller financing considered.

Practice Details: This well-established CPA practice for sale in East Central Iowa produces annual gross revenues of approximately $180,000, which are nicely balanced between tax (60%), accounting (26%), and payroll (12%) to provide year-round income.

Ideally located in an area known for high-quality of life, low cost of living, and an abundance of cultural opportunities, this reputable practice serves a loyal client base that should generate referrals and provide opportunities for expansion of services.

It has a solid fee structure and produces cash flow to owner of more than 41% of gross with an opportunity for improvement.   This turn-key practice is primed for a new owner, a smooth transition, and continued growth.

It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market. The Owner looks forward to facilitating a smooth and orderly transition with availability to assist through the tax season.

Annual Revenue:        $180,000

Owners Cash Flow:    $ 73,000

Revenue breakdown:  
Individual and Business tax preparation: 60%
Write-up/Accounting/Payroll/Misc: 40%

Software: CCH ProSystems fx, QB and EasyAcct

Facilities: Architecturally appropriate, free-standing building in a popular neighborhood shared with other professional services. Assumable lease. Convenient for walk-ins, drop-offs, business clients. Near shopping, healthcare, cultural events and popular restaurants

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price

Staff: One FT + one Seasonal

Practice Details:  CPA owner ready to retire from this profitable practice.  This firm has been in business over 25 years with an excellent area reputation and loyal client base. The practice has had a stable revenue pattern. A perfect opportunity for an EA or CPA to own your own practice.

Annual Revenue:  Gross revenue is $338,000

Revenue Breakdown: 

14% monthly accounting services

73% personal and business tax preparation

13% other business services

0% review and audit services

Profitability:  Past 3 years owner’s discretionary cash flow has averaged $185,000

Facilities:  Multiple fully equipped offices, conference room, storage and a reception area.  Lease is assumable, or the Seller will also consider sale of building to Buyer,

Furniture and Equipment:   Fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the price.

Staff:   The owner will be available for transition support to optimize client retention.

Software:  Accounting: Quick Books   Tax: CCH Prosystem    CCH Practice Mgmt.

Geographic Location: North Central Iowa Listing IA2069

Practice Details: Owner is ready to sell this profitable and well established tax preparation and small business write-up firm located in North Central Iowa. This practice has been in business for over 25 years and has an established and loyal client base.  Computer systems fully updated in late 2017.

Annual Revenue:  Stable revenue stream at $320,000.

Revenue Breakdown:

80% Personal and business tax preparation

20% Monthly and quarterly accounting and payroll services

Staff: The experienced and knowledgeable staff will stay on with the new owner, plus the seller will provide extended transition support to enhance client retention.

Facilities: Excellent location with multiple offices, reception area, and conference room. Seller owns building and will sell to buyer or rent to buyer.

Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. All office and conference room furniture and equipment included in price.

Software: Accounting: Quick Books.    Tax Prep: Lacerte

Special Note: Seller will offer seller financing on both the practice and office building.

Geographic Location: Northern Iowa  (Listing #IA2063)

Practice Details:  The practice consists of two equal partners with one partner looking to retire.  The other Partner wishes to continue actively working several more years with an employment or consulting arrangement

This firm has a central city location (and nearby satellite office) and has been in business over 25 years with an excellent area reputation and loyal client base. The practice has had a growing revenue pattern with a nicely balanced revenue stream.

Annual Revenue:  Gross revenue $649,000

Revenue Breakdown: 

15% monthly accounting services

55% personal and business tax preparation

30% reviews, audits and other business services

Profitability:  Owner’s discretionary cash flow has been stable at 44% of gross revenue.

Facilities:  Two locations. Multiple fully equipped offices, conference room, storage and a reception area.  Lease is assumable, Seller will also consider sale of buildings to Buyer,

Furniture and Equipment:   Fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the price

Staff:   The experienced and knowledgeable staff will stay on with new buyer. The owner will also be available for transition support to optimize client retention.

Software:  Accounting: Quick Books and CS Accounting.  Tax: Drake

Geographic Location:  Eastern Iowa (Listing #IA 2058)

Practice Details: This well-established CPA practice has annual gross revenues of approximately $695,000. The practice has a strong fee structure and produces solid cash flow to owner of around 40% of gross. Revenues consist predominately of tax preparation services (74%) but there is also a nice mix of other services such as audits/reviews (18%) and monthly accounting work (8%) to provide year round income. The high-quality, loyal client base including many desirable businesses should lend itself to expansion of services and continued growth through referrals.

Annual Revenue:       $695,000

Owners Cash Flow:   $278,000

Revenue breakdown:  
Individual and Business tax preparation: 74%
Write-up/Accounting/Payroll: 26%

Facilities:  Excellent location. Multiple fully equipped working offices plus reception and conference areas.  Assumable Lease.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Four

Software:  Lacerte, QuickBooks

Geographic Location:  Central Iowa (Listing #IA 2060)

Practice Details: The entire practice consists of two partners and staff with gross revenues around $640,000, with one partner looking to retire. Ideally, they would be looking for an individual with tax and auditing experience to join the firm as a 50% owner and continue running the firm in a similar fashion. If a partnership structure with a new buyer cannot be arranged, the seller would also entertain selling off their portion of the business to another accountant or practitioner.

The retiring partner’s workload is comprised of approximately $328,000 and the revenues are derived from approximately 41% tax, 43% audit, and 12% accounting services. The practice is well established and contains a solid fee structure, which produces excellent cash flow to both partners. There is a solid staff in place and further growth available, specifically in the auditing realm, for a new, eager buyer looking to expand the practice to new heights.

Annual Revenue:        $640,000

Owners Cash Flow:    $288,500

Revenue breakdown:  
Individual and Business tax preparation: 41%
Write-up/Accounting/Payroll: 59%

Facilities:  Convenient metro location. Multiple fully equipped working offices plus reception and conference areas.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Two Partners and staff

Software:  Lacerte

Geographic Location:  Eastern Iowa   (Listing #IA 2062)

Practice Details: This practice would be the perfect sized, turn-key opportunity for an experienced CPA ready to step into full-time practice ownership or a profitable addition to an established firm seeking expansion in this area. Additionally, the owner is extremely flexible with regards to a transition period and has expressed their willingness to work with the buyer over the course of a few months, or years, if desired.

Annual Revenue:        $226,000

Owners Cash Flow:    $116,600

Revenue breakdown:  
Individual and Business tax preparation: 72%
Write-up/Accounting/Payroll: 28%

Average Tax Return: $265

Average Write-up Client: $13,300

Facilities:  Desirable location. Efficient working offices plus shared reception and conference areas.  Assumable Lease.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Two

Software:   QuickBooks, Lacerte,

Geographic Location:  Iowa (Listing #IA 2059) – PENDING

Practice Details: This well-established, reputable CPA practice for sale in Central Iowa produces annual gross revenues of approximately $431,000 and would be the perfect-sized, turn-key opportunity for any CPA looking to start or grow a practice in the heartlands.

The firm caters to a high-quality client base, including a large number of businesses and loyal individuals. Revenues are nicely mixed between tax work (47%), auditing (39%) and accounting services (14%) to provide year-round income.

The practice has a solid fee structure and an experienced staff in place to assist with a smooth transition.

Priced to sell, this practice is a bargain opportunity that should yield an immediate return on investment and pay for itself in no time!

Annual Revenue:        $431,000

Owners Cash Flow:    $233,500

Revenue breakdown:  
Individual and Business tax preparation: 47%
Write-up/Accounting/Payroll: 53%

Average Tax Return: >$300

Average Write-up Client: >$15,000

Facilities: Very professionally appointed multi-office with reception and conference room is available for either lease or purchase. Convenient to business clients and local restaurants.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Three plus office manager

Software: Quickbooks, Lacerte

Practice Details:  Great opportunity for young Accountant to own their own very profitable tax practice. Practice begun in 1972. Owner is not a CPA but has built a very profitable retail tax practice just north of a major metro area. Lots of potential to grow here. Owner is willing to stay on PT to help transition clients. Very good cash at $105,000.

Owners Cash Flow:   $105,000

Revenue breakdown:  Individual and Business tax: 97% Write up: 2%

Facilities: 1400 square feet office with 2 other rooms plus reception area, $2250 rent is monthly, triple net, and assumable

Furniture and Equipment: all computers, and server + phone system come with the practice—desks and chairs, file cabinets

Staff: Owner plus seasonal tax preparers plus office assistant

Software: QUICKBOOKS & PRO SERIES

Practice Details: This well-established CPA practice for sale in Central Indiana produces annual gross revenues of approximately $670,000, which are nicely balanced between tax (61%), accounting (18%), and payroll (16%) to provide year-round income. – great location just outside of large growing urban center.

Outstanding practice built over 38 years by owner and experienced staff. Three offices located not far from each other and close to major city. Owner is retiring but will stay on as long as needed to successfully transition clients. It is the perfect size for highly experienced CPA’s ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market.

Annual Revenue: $670,000

Owners Cash Flow: $220,000

Revenue breakdown: Individual and Business tax preparation: 60%,

Write-up/Accounting: 20%, Payroll: 20%

Facilities: Three locations, within 25 miles of each other. All are leased and assumable.

Furniture and Equipment: Networked Computers, work stations, and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: The experienced and knowledgeable staff of seven will stay on with the new owner, plus the seller will be available to provide long-term transition support to optimize client retention. Uses Quickbooks, UltraTax, Practice CS, and Windows 10.

Practice Details: This well-established practice produces gross revenues of approximately $250,000

Revenue Stream: 80% tax, 20% bookkeeping

Here’s your chance to own a quality tax and accounting practice. Buying a practice has never been easier. We’ll walk you through the process, from pre-qualification to introductions, due diligence, financing, and a smooth transition. A flexible seller and a strong community reputation make it possible. The staff will stay on, and the seller will train and produce billable work for the first season.

This is a perfect opportunity for an ambitious owner/operator who values work-life balance. Work hard for tax season and enjoy the freedom of time for the rest of the year. Now is the time to buy. Profits from the next tax season could be yours!

First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic growth.

Growing your existing practice? Step right into a book of current and loyal clients.

Practice Details: This well-established practice for sale produces gross revenues of approximately $500,000.

Revenue Stream: 80% tax, 20% bookkeeping and payroll

This practice serves a loyal client base to generate referrals and expand service opportunities with impressive year-over-year growth.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth.

Cash Flow to the Owner: $280,000 = 56%

Staff: Seasoned staff will stay. The Owner will facilitate a smooth transition

Practice Details: Owner seeking a qualified buyer for this well established profitable audit tax and accounting practice.  In business for over 10 years and has a well-established and loyal client base of Audit and Tax clients

Annual Revenue:   $540,000

Revenue Breakdown:

90%    Industry Specific Audits

10%    Tax Preparation and other Business Services

Staff: Qualified staff members will stay on with the buyer.  Plus the current owner will provide Long Term transition support as well

Facilities:  Prime location with 3 offices and reception area and break and storage rooms.  Current lease is assumable.

Furniture and Equipment: Fully equipped networked and updated computers, scanners, printers, software and all office and equipment included in price.

Software:  CCH Prosystem

Geographic Location:  North Central Illinois- (Listing #IL 2072)

Practice Details: This 1985 established Practice is located central state and has annual gross revenues of approximately $125,000.  This primarily tax practice caters to a high net worth clientele. The majority of the revenues consist of tax work (92%); however, there is also some amount of monthly/quarterly accounting work (8%).  This turn-key practice would make the perfect size and opportunity for an individual ready to be in first time practice ownership.  It would also make a nice addition for a local firm in the area looking to expand. Low expenses.

Annual Revenue: $125,000

Owners Cash Flow: $73,300

Revenue breakdown:  
Individual and Business tax preparation: 92%
Write-up/Accounting: 8%

Average Tax Return: >$275

Facilities:  Small close resort community. Home based, private entrance with signage and off-street parking.  Short term lease available.

Furniture and Equipment:  Computers, and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Two

Software:  Lacerte, Quickbooks

Geographic Location:  Western Illinois

Practice Details: This western Illinois CPA practice for sale near a large metro locations and has annual gross revenues of approximately $367,000. The practice has a great reputation in the area and has been steadily growing over the years.  Seller wants to see prior to the next tax season and willing to assist in a smooth transition to new owner.  Long term clients. Nice growth.

The practice is also equipped with two excellent, long-term CPA employees who should help aid in the transition and future prosperity of the practice. This opportunity would make a great fit for an individual looking to plant roots in the area and start off with a well-oiled machine.

Annual Revenue: $365,000

Owners Cash Flow: $173,000

Revenue breakdown:  
Individual and Business tax preparation: 62%
Write-up/Accounting/Payroll: 38%

Average Tax Return: >$300

Average Write-up Client: >$8,800

Facilities: Large office with month to month lease.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Two plus seasonal

Software:   Quickbooks, Lacerte

Geographic Location:  Downstate Illinois

Practice Details: This well run downstate Illinois CPA practice for sale near state government offices and has annual gross revenues of approximately $367,000. The practice has been steadily growing and provides a full range of accounting, tax and management services to a variety of individuals and businesses. Steady year-around revenue.

It has a great reputation that has made them one of the leading CPA firms in Central Illinois.  The practice serves a quality client base and revenues are nicely balanced between tax (52%), accounting (40%), audit & reviews (6%) and other services (3%) to provide year-round income.  It would be the perfect, turn-key opportunity for an experienced accountant ready to jump into practice ownership, or a nice addition for another established firm looking to expand in this area.

Annual Revenue: $367,000

Owners Cash Flow: $169,000

Revenue breakdown:  
Individual and Business tax preparation: 52%
Write-up/Accounting/Payroll: 48%

Average Tax Return: >$300

Average Write-up Client: >$10,000

Facilities: Very professionally appointed, owner occupied and available for either lease or purchase. Fully equipped working offices plus reception and conference areas.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Three plus seasonal

Software:   Quickbooks, Drake

Geographic Location:  Eastern Kansas- (Listing #KS 2068)

Practice Details: This Tax & Accounting practice just off the Interstate Highway has annual gross revenues of approximately $447,000. Revenues are nicely balanced between tax work (52%), accounting services (39%), and miscellaneous services such as payroll, financial statements, and financial planning to provide year-round income. There is a very diverse and stable client base that includes a good amount of business clients, which should offer plenty of opportunities for expansion of services and continued growth through referrals. There is experienced staff in place to assist in a smooth transition and provide capacity for growth. This is a perfect opportunity for an individual ready to jump into practice ownership with an established book of business or an easy and profitable addition for an established practice looking to expand.

Annual Revenue:        $477,000

Owners Cash Flow:    $252,800

Revenue breakdown:  
Individual and Business tax preparation: 52%
Write-up/Accounting/Payroll: 48%

Average Tax Return: $305

Average Write-up Client: $11,200

Facilities:  Very assessable. Modern generous working offices plus conference room and reception area.  Nearby restaurants in walking distance.  Covered parking.  Assumable Lease.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Three plus office manager.

Software:  Lacerte, Quickbooks

Geographic Location:  Central Kansas- (Listing #KS 2070)

Practice Details: This well-established, yet growing Tax & Accounting Practice is located central state and has annual gross revenues of approximately $191,000.  The practice caters to a quality client base comprised of loyal individuals and businesses which should provide plenty of opportunities for expansion of services as well as continued growth through referrals.  The majority of the revenues consist of tax work (86%); however, there is also a good amount of monthly/quarterly accounting work (14%) to keep busy year round.  This turn-key practice is primed for continued growth and would make the perfect size and opportunity for an individual ready to be in practice ownership.  It would also make a nice addition for a local firm in the area looking to expand.

Annual Revenue:        $191,000

Owners Cash Flow:    $104,900

Revenue breakdown:  
Individual and Business tax preparation: 86%
Write-up/Accounting/Payroll: 14%

Average Tax Return: $265

Average Write-up Client: $2,600

Facilities:  Central city location. Clean working offices plus conference room.  Popular neighborhood.  Owner owned.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Two

Software:  Lacerte, Quickbooks

Geographic Location:  South Central Kansas- (Listing #KS 2072)

Practice Details: This CPA practice for sale in a desirable city in south central Kansas and has annual gross revenues of approximately $680,000. This well-established, predominately tax practice produces high-level tax services for its sophisticated clientele of individuals and businesses. The practice has a great reputation in the area and has been steadily growing over the years, despite a low marketing budget, through pristine customer service which generate referrals.

As an added benefit, a solid amount of the work is “automated,” encompassing many of the local clients in which QB files are e-mailed and many documents sent via PDF electronically. The practice is also equipped with two excellent, long-term CPA employees who should help aid in the transition and future prosperity of the practice. This opportunity would make a great fit for an individual looking to plant roots in the area and start off with a well-oiled machine.

Annual Revenue:        $680,000

Owners Cash Flow:    $326,000

Revenue breakdown:  
Individual and Business tax preparation: 77%
Write-up/Accounting/Payroll: 23%

Average Tax Return: $290

Average Write-up Client: $9,600

Facilities:  Suburban location but close to business clients. Modern working offices plus conference room.  Assumable lease.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Three plus seasonal

Software:   Quickbooks, Lacerte

Geographic Location:  Kansas (Listing #KS 2069) – SOLD

Practice Details: This accounting & tax practice for sale in the desirable suburb of Kansas City is a well-established and highly profitable practice. It produces annual revenues of approximately $405,000 between the two owners. The practice is comprised mostly of a large variety of business clients of which they provide monthly, quarterly, and annual accounting work (67%) and their associated business tax work (18%). This large group of business clients should help lead to great cash flow and revenues throughout the year, along with the possibility of expanding services, while the 325 individual tax clients will bring in great revenues through the tax season.

The practice does have two owners who would both prefer to exit the business, sooner rather than later.  Depending on each individual buyer’s wants and needs, the sellers can be flexible with a transition period over the first tax season to help ensure maximum client retention. The office space is very nicely decorated and well suited for a new buyer if they desire; it is not required, but highly recommended.  This is truly the perfect turn-key operation for an individual looking to jump-start a medium sized, profitable practice the easy way.

Annual Revenue:       $405,000

Owners Cash Flow:    $207,000

Revenue breakdown:  
Individual and Business tax preparation: 33%
Write-up/Accounting/Payroll: 67%

Average Tax Return: >$325

Average Write-up Client: >$15,000

Facilities: Very professionally appointed multi-office with reception and conference room is available for either lease or purchase. Convenient to business clients and local restaurants.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Three plus office manager

Software: Quickbooks, Lacerte

Motivated Seller – Favorable Terms

Enjoy the quality of life. Build your practice and raise your family in a beautiful city with friendly people and loyal clients.

Practice Details: This well-established CPA practice for sale produces gross revenues of

approximately $213,000, balanced between tax (80%) and accounting/payroll

(20%) to provide year-round income.

This reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than $90,000.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market

Facilities:  First-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Month-to-month lease terms. Keep the location or roll it into your existing practice.

Staff: 1 FT and 1 PT. Very competent staff will stay on after the sale. The Owner will facilitate a smooth transition.

Seller Financing and Revenue Guarantees are available.

Practice Details:  Very profitable and unique CPA practice located in Louisville metro area. What’s unique is the three CPA partners have no staff so it’s a very lean, efficient practice comprised of 62% Tax Prep and 28% Audits. This makes for outstanding cash flow at $389,000. All three CPA partners will stay on a year or so.

Owners Cash Flow:   $389,000

Revenue breakdown:  Individual and Business tax: 62%, Audits 28%, Write up: 5%

Facilities: 8 offices + reception area = 4400 sq feet, rent is $3300 month to month, triple net

Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.

Staff: 3 CPA owners

Software: Quickbooks, ProSystems, Thomson Reuters Practice CS, Windows 10

Practice Details: This highly profitable CPA practice produces gross revenues of approximately $1,000,000 balanced between tax prep (55%), and audits (36%) to provide year-round income. It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market.

Owners Cash Flow:   >$650,000

Revenue breakdown:  Individual and Business tax: 55%, Audits: 35%

Facilities: 3000 square feet with 6 offices + reception area, rent is $1500 monthly, assumable, triple net.

Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.

Staff: 3 CPA owners plus two staff accountants plus secretary

Software: Thomson Reuters-Accounting and Tax

Practice Details:  Nice CPA practice in suburb of major metro area produces gross revenues of approximately $149,000 balanced between Tax prep (41%), Write ups (23%) and Payroll (31%) to provide year-round income. Will be a nice diverse practice for a CPA that wishes to start their own practice or would make a profitable addition to another established firm looking to expand in this market.

Owners Cash Flow:   $84,000

Revenue breakdown:  Individual and Business tax: 41%, Write up: 23% & Payroll 31%)

Facilities: 2 small offices + conference room, rent is monthly and TBD.

Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.

Staff: 1 CPA owners plus two part time assistants

Software: QuickBooks, Peachtree, Lacerte, Drake, Pensoft

Practice details:  Retiring Owner seeking buyer for a profitable and well-established tax and accounting practice in the Pioneer Valley region of Massachusetts.  This firm has been in business for over 20 years with an established and loyal client base.

Owners Cash Flow:    Averages 70% of annual revenue

Revenue breakdown:  Tax Prep: 70%, Write-Up and Accounting: 20%, Payroll 10%

Furniture and Equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owner will provide transition support.

Software: Accounting: QuickBooks, Tax: Lacerte

Note: Owner may consider a Revenue Guarantee and Seller Financing

Practice Details:  Located in area near Boston. Well established CPA Tax and Accounting Firm in business over 30 years. This  practice has a nicely balanced revenue stream with  excellent area reputations and multiple loyal client bases.  Owners  ready to sell and willing to provide extended transition support to optimize the client retention for the new owner.

Annual Revenue:  $1,425,000

List Price: 1X Gross

Revenue Breakdown: 

20% Monthly and Quarterly Accounting

55% Business and Personal Tax Prep

10% Payroll Services

10% Audit Services

5%  Other Services

Facilities: assumable lease

Furniture and Equipment: all computers, desks, file cabinets and server phone system come with the practice.

Staff: Owner CPA plus experienced staff willing to stay with new owner

Practice Details:  Nice diverse CPA practice in Washington County, MD. Gross revenues of approximately $650,000 in 2022 but projected to $750,00 in 2023. Revenues balanced between Tax prep (53%), Write ups (23%) and Payroll (7%) to provide year-round income. Will be a nice practice for a CPA that wishes to start their own firm or would make a profitable addition to another established firm looking to expand in this market.

List Price: $750,000

Annual Revenue: $780,000

Owners Cash Flow: $315,000

Revenue breakdown:  Individual and Business tax: 53%, Write up: 23% & Payroll 7%)

Facilities: 5 offices + reception area = 2500 sq feet, rent is $2500 monthly and assumable

Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.

Practice details:  Retiring owners seeking qualified buyer(s) for a very, profitable and well-established tax and accounting practice.  Well established, in business for over 40 years with a stable annual revenue pattern and client base.

Annual revenue:  $1,476,000

Owners Cash Flow: $750,000

Revenue breakdown: Tax Prep 42%, Write Up 30%, Audit 10%

Facilities:  10,000 square feet Suite of  offices, plus reception area and conference area.  Easy access and parking.  Lease is assumable.

Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owners and staff will provide transition support.

Software:  Accounting: QuickBooks.  Tax: Ultratax

Practice Details:  Outstanding Detroit Metro area CPA practice with great cash flow.

Revenue Breakdown:

$1.1M Business Tax

$400,000 Individual Tax

$250,000 Audits and Reviews

Owners Cash Flow:   $1.2M

Facilities:  13 offices + reception, conference room & library, rent is monthly, self-owned

Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.

Staff: 3 CPA owners plus 9 FT and 3 PT assistants, 7 total CPA’s

Software: Creative Solutions QB, UltraTax, other programs

Geographic Location:  SE MICHIGAN

Practice Details:  Outstanding tax practice just north of major metro area begun in 1992. Solo CPA/OWNER willing to stay to transition for

1-2 years. Very good cash flow of over 50% and located in affluent neighborhood.

Annual Revenue:      $427,000

Owners Cash Flow:   $234,000

Revenue breakdown:  Individual and Business tax: $400,000 Reviews: $20,000

Listed Price: $469,000

Facilities: in great section of major metro area, 1600 square feet, 1 office with 7 rooms plus reception area, rent is $3660 monthly, assumable, triple net.

Furniture and Equipment: all computers, and server phone system come with the practice—4 computers, 1 server, desks, chairs, file cabinets

Staff: Owner CPA plus receptionist.

Software: QUICKBOOKS & ULTRA TAX

Practice Details: The CPA owner of this ell established Tax and Accounting Practice is ready to retire. Excellent area reputation and loyal client base.

Good bill rates, average individual return >$500, business >$1400

Annual Revenue: Growing Revenue Stream with 2022 at $440,000

Revenue Breakdown: 78% personal and business tax preparation, Balance is Write Up, Payroll and Consulting

Owner Cash Flow: Averaging 55% of Annual Revenue

Facilities: Owns Building, Lease available

Software:Ultra Tax and Quick Books

Seller Financing Considered

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base.

Annual Revenue: Growing Revenue Stream with 2022 at $107,000

Revenue Breakdown: 90% personal and business tax preparation, 10% other accounting services

Owner Cash Flow: Averaging 72% of Annual Revenue

Facilities: Leased $750/mo.

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 30 years with an excellent area reputation and loyal client base.

Annual Revenue: Growing Revenue Stream with 2020 at $140,000

Revenue Breakdown: 96% personal and business tax preparation, 5% other accounting services

Owner Cash Flow: Averaging 55% of Annual Revenue

Facilities: Home Office

Furniture and Equipment: All office furniture, computers, printers, file cabinets etc. included in the selling price.

Staff: The owner will be available for transition support to optimize the client retention.

Software: Quick Books LaCerte

Geographic Location:  Southeast Minnesota

First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic growth.

Growing your existing practice? Step right into a book of current and loyal clients.

Practice Details: This well-established TAX practice for sale produces gross revenues of approximately $158,000.

Practice serves a loyal client base to generate referrals and expand service opportunities, with consistent year-over-year growth.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market.

Cash Flow to the Owner of $80,000.

Facilities: Attractive office on a main thoroughfare. First-floor office spaces with a reception, breakroom, and conference room. Parking. Convenient to clients.

Favorable lease terms or building purchase considered.

Staff: Owner + two Seasonal. The Owner will facilitate a smooth transition.

Practice Details: Retiring CPA owner seeking qualified buyer for this very profitable CPA practice.  This firm has been in business over 30 years with an excellent area reputation and loyal client base.

Annual Revenue: 4 year growing revenue stream with 2019 at $244,000

Revenue Breakdown: 

81% personal and business tax preparation

19% monthly accounting and payroll services

Owner Cash Flow: Averaging over 70% of Annual Revenue

Facilities: Office is located in high-traffic location. Lease is assumable.

Furniture and Equipment: All office furniture, computers, printers, file cabinets etc. included in the selling price.

Staff: The owner will be available for transition support to optimize client retention.

Note: Owner may consider Seller Financing

Software: Tax: Pro Series Professional

Practice details:  Retiring CPA owner seeking qualified buyer for a growing, profitable and well-established tax and accounting practice.  This practice has been in business over 20 years with a growing annual revenue pattern and client base.

Annual revenue: $792,000

Owners Cash Flow:    Averages over 50% of Annual Revenue

Revenue breakdown: Tax Prep: 75%, Write-Up, Reviews, Payroll:  25%

Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owner will provide transition support.

Software: Ultra Tax

Tax and Accounting Practice for Sale

Geographic location:  Twin Cities Metro MN1091

Practice details:  Retiring owner seeking a qualified buyer for a growing, profitable and well-established tax and accounting practice.  In business over 15 years with a growing annual revenue pattern and client base.

Annual revenue: 2019 $390,000  (Projected)

Owners Cash Flow: Averages 33% of Annual Revenue

Revenue breakdown: 

Tax Prep 45%, Write Up/Bookkeeping 38%, Payroll 13%, Other 4%

Facilities:  Suite of 4 offices, plus reception area and conference area.  Easy access and parking.  Lease is assumable.

Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: The owner and staff will provide transition support.

Software:  Accounting: Quick Books, Tax: Ultra Tax

Tax and Accounting Practice for Sale

Practice details:  Retiring owner seeking a qualified buyer for a growing, profitable and well-established tax and accounting practice.  In business over 20 years with a nicely growing annual revenue pattern and client base.

Annual revenue:  $1,075,800

Owners Cash Flow:    Averages 25% of Annual Revenue

Revenue breakdown:  Tax Prep: 63%, Write-Up and Payroll: 37%

Facilities:  Suite of 5 offices, plus reception area.  Easy access and parking.  Lease is assumable.

Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owner and staff will provide transition support.

Software:  Accounting: Quick Books.  Tax: Ultra Tax

Note: Owner may consider Revenue Guarantee and Seller Financing.

Practice details:  Retiring owner seeking buyer for a growing and profitable and well established tax and accounting practice.  In business over 20 years with a nicely growing annual revenue pattern and client base.

Annual revenue:  $430,000

Owners Cash Flow:    Averages 50% of Annual Revenue

Revenue breakdown: 

Tax Prep: 93%, Write-Up and Payroll: 7%

Facilities:  Suite of 10 office spaces, reception area, lunchroom, break room.  Downtown location.  Lease is assumable.

Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owner and staff will provide transition support.

Software:  Accounting: Quick Books.  Tax: Drake

Note: Owner may consider Revenue Guarantee and possible Seller Financing.

Practice details:  Retiring owner seeking buyer for a profitable and well-established tax and accounting practice.  In business over 12 years with a growing revenue pattern and client base.

Annual revenue: $213,500

Owners Cash Flow: $129,600

Revenue breakdown: 

Ind. and Bus.  Tax Prep:    63%

Write-Up and Accounting:  37%

Facilities:  Suite of 3 offices, reception area, other offices  located in downtown location with parking.  Lease is assumable.

Furniture and Equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owner and staff will provide transition support.

Software:  Accounting: Quick Books.  Tax: Drake

Note: Owner may consider Seller Financing.

Practice details:  Current Owner is seeking a Buyer for the niche Audit Clients he has in his portfolio. The existing Audit Clients have been on board for many years and are provided with remote audit services, so very little travel if any is required by the firm providing the audit services.

Annual revenue: $300,000

Revenue breakdown:  100% Specialty Audits

Facilities:  To be provided by Buyer.

Furniture and equipment: To be provided by Buyer.

Staff:  None. Transition support will be provided by Seller

Software:  Included in purchase price

Note: Owner will consider Revenue Guarantee and some Seller Financing.

Practice details:  Retiring owner seeking buyer for profitable and well-established tax and accounting practice.  In business over 25 years with a very stable and loyal individual and business client base.

Annual revenue: $232,000

Owners Cash Flow: $166,000

Revenue breakdown: 

Individual tax preparation: 71%

Business tax preparation:  9%

Write-up/accounting/payroll:  20%

Facilities:  Suite of 3 offices located in downtown Office Building with parking.  Lease is assumable.

Furniture and equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owner and staff will provide transition support.

Software:  Accounting: Quick Books.  Tax: SoftTax

Note: Owner may provide Revenue Guarantee and Seller Financing

Practice Details:  Long established CPA Tax and Accounting Firm in business for over 20 years. The practices revenue stream is predominately from personal and small business tax prep. Excellent area reputation and a loyal client base.  Owner is ready to sell and willing to provide transition support to optimize the client retention for the new owner.

Annual Revenue:  Growing Gross Revenue pattern at $345,000

Revenue Breakdown: 

15% Annual Accounting

85% Business and Personal Tax Prep

Owner Cash Flow:

Averages 25% of Gross Revenue

Facilities:  Prime location with 5 Offices, Reception Area, plus Storage. The current lease is assumable.

Furniture and Equipment:   Multiple offices all fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. all  included in the selling price.

Staff:   The experienced and knowledgeable staff will stay on with new owner plus the current owner will be available to provide Tax Season and transition support to optimize client retention.

Software:  Accounting: CCH Client Write Up.  Tax: CCH

Financing:  Owner may consider some Seller Financing.

Practice Details:  Well established CPA Tax and Accounting Firm in business over 20 years. This practice has a balanced revenue stream with an excellent area reputation and loyal client base.  Seller ready to sell and willing to provide transition support to optimize the client retention for the new owner.

Revenue Breakdown: 

57% Business and Personal Tax Prep

22% Monthly and Quarterly Accounting

16% Payroll Services

5%  Other Services

Facilities:  Prime location with 7 Offices, Reception Area, Conference Rooms plus Storage. Current lease is assumable.

Furniture and Equipment:   Multiple offices fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the sale.

Staff:   The experienced and knowledgeable staff will stay on with new owner plus the current owner will be available to provide Tax Season support and transition support to optimize client retention.

Software:  Accounting: Quick Books.  Tax: C/S, Pro Systems, ATX.

Financing:  Owner may consider Seller Financing.

CPA Tax and Accounting Practice 

Practice Details:  Retiring CPA owner seeking qualified buyer for this very profitable CPA practice.  This firm has been in business over 20 years with an excellent area reputation and loyal client base.

Annual Revenue:  Growing revenue stream with 2018 at $161,000.

Revenue Breakdown: 

60% personal and business tax preparation

40% monthly accounting and payroll services

Facilities:  Office is located in high traffic  location. Lease is assumable.

Furniture and Equipment: All office furniture, computers, printers, file cabinets etc. included in the selling price.

Staff:   The owner will be available for transition support to optimize client retention.

Software:  Accounting: Quick Books/Peachtree   Tax: Drake

Note:   Owner may consider Seller Financing

Geographic location:  East Minneapolis St Paul Metro  Listing MN1082

Practice details:  Retiring owner seeking buyer for very profitable and well established tax and accounting practice.  In business over 20 years with a very stable and loyal individual and business client base.

Annual revenue: $132,000

Owners Cash Flow: $121,000

Revenue breakdown: 

Individual tax preparation: 39%

Business tax preparation:  25%

Write-up/accounting/other business services:  36%

Facilities:  Owner is closing the office and wishes to transfer client records and files to buyer’s facilities.

Furniture and equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owner will provide transition support.

Software:  Accounting: Quick Books.  Tax: Drake

Asking Price:  $132,000 

Geographic Location: Northern Minnesota

Practice Details: CPA owner ready to retire. This firm has a great location and has been in business over 30 years with an excellent area reputation and loyal client base. The practice has had a stable revenue pattern with a nicely balanced revenue stream. The owner is ready to sell, however willing to provide transition support to optimize the client retention for the new owner.

Annual Revenue: Gross revenue $589,000. .

Revenue Breakdown: 25% monthly accounting services 50% personal and business tax preparation 25% payroll and other business services

Profitability: Owner’s discretionary cash flow has been stable at 40% of gross revenue.

Facilities: Seller owned facility with 3 plus offices and a reception area, Seller will lease or sell to buyer.

Furniture and Equipment: Fully equipped with all Office Furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the price

Staff: Key Staff have non-competes and will stay on with new buyer. The owner will be available for an extended transition to provide tax season support and transition support to optimize client retention.

Software: Accounting: CS Accounting. Tax: UltraTax. Windows 7. Quick Books and other office and billing software.

Practice Details:  Very Profitable CPA  Tax and Accounting, Firm in business over 25 years. This Practice has had significant growth pattern in the past few years with a tax preparation oriented revenue stream. Excellent area reputation and loyal client base.  Seller ready to sell now, however willing to provide transition support to optimize the client retention for the new owner.

Annual Revenue:  Gross Revenue for > $210k Growth has averaged a consistent year over year revenue increase of 25%+
.
Revenue Breakdown: 
26% Monthly and Quarterly Accounting
74% Tax Prep

Profitability:  Owner’s Cash Flow exceeded 50% of Gross Revenue.

Facilities:  Assumable leased facility with 3 Offices, Reception Area, Conference room plus Storage.

Furniture and Equipment:   Fully equipped with all Office Furniture and all other equipment. Networked computers, monitors, copiers, printers etc. included in the Price

Staff:  The experienced and knowledgeable staff will stay through transition, possibly beyond. Seller will be available for  transition support to optimize client retention.

Software:  Accounting: Quick Books.  Tax: Drake, Lacerte. Plus office and billing software.

Geographic location: Northern Minnesota
Practice details:Very Profitable CPA Accounting and Tax Firm in business over 25 years. This Practice has a consistent revenue growth pattern with an emphasis on tax preparation.  Excellent area reputation and loyal client base.  Seller ready to sell, however willing to provide transition support to optimize the client retention for the new owner.
2016 Gross Revenue estimated at $279,000 Great Bill Rates!
Revenue breakdown: Individual and Business tax preparation: 66% Write-Up/Bookkeeping 34%
Facilities:Seller owned facility with 3 Offices, Reception Area, 3 Conference rooms plus Storage Room. Will lease or sell to buyer
Furniture and equipment:Fully equipped with all Office Furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the Price
Staff:The experienced and knowledgeable staff will stay on with new Owner. Owner will be available for  transition to provide Tax Season Support and transition support to optimize client retention.

Geographic location: Twin Cities
Practice details: Owner ready to retire and sell profitable and well established Tax Preparation Business. This Practice has a loyal client following and has been in business for more than 15 years with a consistently growing revenue pattern.
Gross Revenue estimated at $175,000.
Revenue breakdown: Individual and Business tax preparation: 100%
Facilities: Excellent Location with parking and easy access from major freeways. Fully equipped offices with assumable lease.
Furniture and equipment: Networked Computers, work stations and full complement of office furniture, plus all other equipment and software included in selling price.
Staff: Staff will stay on, current owner will provide transition support.

Geographic Location: North of Minneapolis
Practice Details: Very Profitable CPA Accounting, Audit and Tax Firm in business over 25 years. This Practice has a balanced revenue stream with an excellent area reputation and loyal client base. Extended transition support available to optimize client retention.
Annual Revenue: Gross Revenue projected >$800,000. .
Revenue Breakdown: 
10% Monthly and Quarterly Accounting, 50% Tax Prep, 40% Audits and other Services
Cash Flow: $470,00 from the Practice’s Gross Revenue of $748,000.
Facilities: Seller Owned 1400 Sq Foot Suite with 5 Offices, Reception Area, 2 Conference rooms plus Storage. Available for lease or purchase.
Furniture and Equipment: Fully equipped with all Office Furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the Price.
Staff: The experienced and knowledgeable staff will stay on with new Owner if desired.
Software:Quick Books, Lacerte, etc.

Practice details: CPA Owner ready to sell accounting and tax practice. The revenue is nicely split with 42% accounting and 50% tax preparation. In business over 10 years with loyal client following. Annual revenue: at $120,000.
Facilities: Office building with 2 offices, reception area, Located in business section of town. Building is available for lease to the new Buyer. Furniture and equipment: Networked computers, with 3 workstations and full complement of office furniture, desks, and all equipment and software included in price. Staff: Experienced part time support staff will stay with Buyer plus Owner will provide transition support.
Software: Accounting: QuickBooks. Tax: Lacerte. MS Office

Practice details: Retiring CPA Owner seeking qualified buyer for his accounting and tax practice. The revenue is evenly split with 50% accounting and 50% tax preparation. In business over 10 years with loyal client following. Annual revenue:  projected at $250,000.
Facilities: Located in commercial building with 3 offices, reception area, plus lunch and storage rooms. Assumable Lease.
Furniture and equipment: 2 fully equipped networked workstations and full complement of office furniture, desks, and all equipment and software included in price. Staff: Experienced support staff will stay with Buyer plus Owner will provide transition support.
Software: Accounting: QuickBooks. Tax: Drake.

Tax and Accounting Practice for Sale Listing # MN 1079

Geographic Location:  Minneapolis Metro Area     

Practice Details: Very profitable firm with motivated seller located in the Minneapolis MN Metro Area. This firm has been in business for over 20 years and has a solid mix of tax preparation services, monthly write up and bookkeeping clients and other accounting services as well. Very high net worth client base with top dollar bill rates, and near 100% client retention.

Annual Revenue: Revenue pattern is growing annually at $1,100,000.

Owner works only Part-Time only 2-3 days per week! Average Tax Return >$1100 Average Bkkp’g client >$7200

Owners Cash Flow: 30% of gross revenue, working < 1000 hours per year

Revenue Breakdown:

55% business and personal tax preparation

25% monthly and quarterly accounting services

20% other accounting services

Staff: Experienced and knowledgeable staff will stay on with new owner. CPA,EA and staff essentially run business, with owner working part-time, even during tax season. Seller will provide transition support.

Facilities: Excellent location in a high traffic Class AA office building with multiple offices for management and staff, plus reception area and conference room.

Furniture and Equipment:  Full complement of server, networked computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price.

Software: Accounting: Quick Books     Tax Prep: Lacerte  Office: ACT CRM System

CPA Tax and Accounting Practice for Sale Listing  MN1080

Geographic location:  Northern Minnesota

Practice details: CPA Owners seeking buyer for very profitable well established tax and accounting practice.  The Practice has been in business over 25 years with a diversified, (business and individual), and established loyal client base. Steady revenue and profit stream.

Annual Revenue: $670,000

Owners Cash Flow: $328,000

Revenue breakdown: 

Individual tax preparation: 30%

Business tax preparation: 50%

Write-up/accounting/other business services:  20%

Facilities:  Excellent location.  Multiple fully equipped working offices plus reception and conference areas. Assumable lease.

Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Staff will stay on with new owner plus current owner will provide transition support.

Software:  Accounting: Easy Acct, Quick Books.  Tax: Ultra Tax

Asking Price:  $600,000

Geographic location:  Central Minnesota, only 1 hour from Twin Cities

Practice details:  Owner seeking buyer for very profitable and well established tax and accounting practice.  The practice has been in business over 20 years with a loyal and established individual and business client base with a steadily growing revenue and profit stream.

Annual revenue: $292,000

Owners Cash Flow: $148,000

Revenue breakdown: 

Individual tax preparation: 50%

Business tax preparation: 10%

Write-up/accounting/other business services:  40%

Facilities:  Excellent downtown location.  Multiple fully equipped working offices plus reception and conference areas.  New owner will have option to lease or buy.

Furniture and equipment: New  Networked Computers,  4 work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Staff will stay on with new owner plus current owner will provide extended transition support.

Software:  Accounting: Quick Books.  Tax: Ultra Tax

Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $314,000.

This practice serves a loyal client base to generate referrals and expand service opportunities, with consistent year-over-year growth.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market.

Cash Flow to the Owner of $80,000.

Facilities: Attractive office space on a main thoroughfare. First-floor office spaces with a reception, kitchen, and server room. Parking. Convenient to clients.

Practice Details:

This well-established CPA practice for sale produces gross revenues of approximately $275,000, balanced between tax (50%) (of which 83% is personal and 17% is business), accounting (6%), and payroll (26%), and consulting (18%) to provide year-round income.

Ideally located in an area known for a high-quality life, this reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than 47% of gross—good year-over-year growth.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market

Very little local competition.

Annual Revenue:     $275,000  ($295,000 projected for 2021)

Owners Cash Flow:   $135,262

Average Bill Rate: $165/hr

Facilities:

Attractive office building on the main street. First-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Owned by the practice owner. Favorable lease terms.

Furniture and Equipment:

Networked Computers, workstations, and a full complement of office furniture, printers, copiers, plus all other equipment and software included.

Software: ATX and QB

Staff:  Owner + one FT + one PT and two seasonal. Very competent staff will stay on after the sale.

Owner will stay on as long as needed to facilitate a smooth transition.

Geographic Location: Central Missouri, Servicing Phelps, Texas and Dent counties

Practice Details:  CPA owner seeking qualified buyer for this profitable CPA practice.  This firm has been in business over 10 years with an excellent area reputation and loyal client base.

Annual Revenue:  Growing revenue stream at $166,000.

Revenue Breakdown: 

64% personal and business tax preparation

18% monthly accounting and payroll services

18% other business services

Facilities:  High traffic office location with office  and conference room, storage and a reception area.  Lease is assumable.

Furniture and Equipment: All office furniture, computers, printers, file cabinets etc. included in the selling price.

Staff:   The owner and staff will be available for transition support to optimize client retention.  

Software:  Accounting: Quick Books   Tax: Drake

Practice Details:  Long established CPA Tax and Accounting Firm in business since 1982.

The practices revenue stream is primarily from personal and small business tax prep

along with bookkeeping services and retirement planning.

Excellent area reputation and a loyal client base. Strong billing rates.

Owner ready to sell and willing to provide transition support to optimize

the client retention for the new owner.

Annual Revenue:  Steady Gross Revenue -$318,500.

Revenue Breakdown:

8% Accounting – Quarterly and Annual

62% Personal Tax Prep

19% Business Tax Prep

11% Tax and Retirement Planning

Owner Cash Flow:

Averages 56% of Gross Revenue

Facilities:  Prime location along well-traveled thoroughfare

Six offices, reception area, plus storage. Near many local businesses.

The current lease is assumable.

Furniture and Equipment:   Multiple offices all fully equipped with all office

furniture and all other equipment, networked computers, monitors, copiers,

printers etc. all included in the selling price.

Staff:   The experienced and knowledgeable loyal staff will stay on with new

owner plus the current owner will be available to provide tax season and

transition support to optimize client retention.

Software:  Accounting: PC Software.  Tax: Ultra Tax

Financing:  Available

First-time buyers. Be part of one of the area’s leading tax practices. Step right into a book of loyal clients.

Growing your existing practice?  Let’s talk about synergies.

Practice Details: This well-established practice for sale produces gross revenues of approximately $250,000.

Cash Flow to the Owner of $170,000 (70%).

Personal and Business Tax preparation: 98% of revenue.

Facilities: High visibility location. Professional office building with a reception, breakroom, and conference room. Convenient to clients.

Staff: Seasoned staff will stay. The Owner will facilitate a smooth transition.

This practice serves a loyal client base to generate referrals and expand service opportunities, with significant year-over-year growth.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth.

Geographic Location:  

Southern Montana – Highly desirable university town with near-endless year-round recreational opportunities.

Practice Details: 

This well-established CPA practice for sale produces gross revenues of approximately $532,000, which are nicely balanced between tax (51%) (of which 52% is personal and 48% is business), accounting (30%), and payroll (14%) and consulting (5%)  to provide year-round income.

Ideally located in an area known for a high-quality life, higher median income, and strong growth, this reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than 40% of gross—strong year-over-year growth.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market.

Annual Revenue:      $532,000

Owners Cash Flow:   $213,000

Revenue breakdown: Individual and Business tax preparation: 51% Write-up/Accounting: 30%, Payroll: 14%,Consulting/Training 5%

Average Bill Rate: $200/hr

Facilities: 

Architecturally appropriate condo office building on the main street. Five first-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Assumable lease.

Furniture and Equipment: 

Networked Computers, workstations, and a full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Software: QB and Lacerte.

Staff: Owner + two FT + two PT.  Very competent staff will stay on after the sale.  Owner will stay on as long as needed.

Revenue Guarantee: available

Northwest Montana Tax and Accounting Practice For Sale

Geographic Location:  Northwest Montana –  Resort town in the Rocky Mountains.  Gateway to the jagged peaks, lakes and glacier-carved valleys of Glacier National Park. Ski – Hunt – Fish – Hike – Camp…

Practice Details: This well-established CPA practice for sale in Northwestern Montana produces annual gross revenues of approximately $333,000, which are nicely balanced between tax (65%), accounting (25%), and payroll (10%) to provide year-round income.

Ideally located in an area known for high-quality of life, low cost of living, and an abundance of outdoor recreational opportunities, this reputable practice serves a loyal client base that should generate referrals and provide opportunities for expansion of services.

It has a solid fee structure and produces strong cash flow to owner of more than 50% of gross.   This turn-key practice is primed for a new owner, a smooth transition, and continued growth.

It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market.

Annual Revenue:        $333,000

Owners Cash Flow:    $162,000

Revenue breakdown:  
Individual and Business tax preparation: 65%
Write-up/Accounting/Payroll: 35%

Average Bill Rate: $220/hr

Facilities: Architecturally appropriate, free-standing building on main street.  Five first-floor office spaces with handicap accessible restrooms.  Parking in front and back. Convenient to business clients and local restaurants.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: One FT + one Seasonal

Geographic Location:  Western Montana (Listing #MT2050)

Practice Details: CPA Owner looking forward to retirement and a long successful career, is seeking a qualified buyer for profitable well established tax and accounting practice.  The Practice has been in business over 19 years with an established and diversified client base.  Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention.

Annual Revenue:        $480,000

Owners Cash Flow:    $168,000

Revenue breakdown:  
Individual and Business tax preparation: 80%
Write-up/Accounting/Payroll: 20%

Average Tax Return: >$275

Average Write-up Client: >$10,500

Facilities:  Excellent location. Multiple fully equipped working offices plus reception and conference areas.  Owner occupied; seller is open to selling or leasing to new practice owner.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Five (5).  Two are seasoned CPA’s.

Software:  ProSystems and Peachtree

Geographic Location:   Central Montana (Listing #MT2052)

Practice Details: Long-standing, stable practice, single owner CPA is ready to sell.  The Practice has been in business over 22 years with an established and diversified client base.

Annual Revenue:        $287,000

Owners Cash Flow:    $118,000

Revenue breakdown:  
Individual and Business tax preparation: 67% (27% Business / 40% Individual)
Write-up/Accounting/Payroll: 33%

Average Tax Return:  >$325

Average Write-up Client: >$9,000

Facilities:  Excellent location. Owner owned.  Wishes to sell however is open to leasing space to the new practice owner.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: One seasoned Professional plus part-time Office Manager.  Seasonal interns available from local university.

Software:  Lacerte and Quickbooks

Geographic Location:   Eastern Montana (Listing #MT2054)

Practice Details: CPA Owner retiring and seeking qualified buyer for profitable well established Tax Preparation business. The Practice has been in business over 15 years with an established and loyal client base.  Consistent revenue growth.

Annual Revenue:        $175,000

Owners Cash Flow:    $73,500

Revenue breakdown:  
Individual and Business tax preparation: 100%
Write-up/Accounting/Payroll: na

Average Tax Return: >$325

Average Write-up Client: na

Facilities:  Excellent location with ample parking. Just off major highway. Fully equipped offices.  Assumable Lease.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Staff will stay on.  Current owner will provide transition support.

Software:  Lacerte.

Geographic Location:  Western Montana (Listing #MO 2080) – PENDING

Practice Details: This well-established CPA practice for sale in Western Montana produces annual gross revenues of approximately $450,000, which are nicely balanced between tax (54%), accounting (35%) and other services (11%) to provide year-round income.

Ideally located in an area known for high-quality of life, low cost of living and an abundance of outdoor recreational opportunities, this reputable practice serves a loyal client base that should generate referrals and provide opportunities for expansion of services.

It has a solid fee structure and produces strong cash flow to owner of more than 50% of gross.  With a knowledgeable staff in place and recent technology upgrades, which have enhanced productivity and overall efficiency, this turn-key practice is primed for a new owner, a smooth transition, and continued growth.

It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market.

Annual Revenue:        $450,000

Owners Cash Flow:    $232,500

Revenue breakdown:  
Individual and Business tax preparation: 54%
Write-up/Accounting/Payroll: 46%

Average Tax Return: >$275

Average Write-up Client: >$10,000

Facilities: Very professionally appointed multi-office with reception and conference room is available for either lease or purchase. Convenient to business clients and local restaurants.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Three plus office manager

Practice Details: This outstanding tax practice is located in the fast-growing Research Triangle area and is primed for continued growth. Serving a loyal client base in a region with strong economic growth, this firm presents an opportunity for referrals and expanded services for the first-time practice owner or an established firm looking to expand. Owner will assist with a smooth transition.

Annual Revenue:  $700,000 and on pace to hit $770,000 in 2023

Revenue Breakdown:  Individual and Business tax: 61%; Accounting and Payroll 32%; Reviews, Audits, Compilation 5%; other 2%

Facilities: Conveniently located charming office with reception area; assumable lease

Furniture and Equipment: Included in the sale

Staff: Experienced CPA, manager, accountants will stay on

Software: Lacerte, Quick Books, TPS and Thompson Reuters for Audits

Practice Details: Highly profitable practice in fast-growing and desirable area. Consistent year-over-year growth. This is an exceptional opportunity for a larger firm as well as an experienced CPA looking to start his or her own business. This firm is well respected in the community and enjoys a quality client base. Retiring partners will assist with a smooth transition.

Owners Cash Flow: ~$500,000

Revenue breakdown: Individual and Business tax preparation: 65% Write-up/Accounting/Payroll: 30%

No Audits/Reviews

Facilities: Conveniently located, fully renovated office condo. 2550 square feet with two reception areas, two copy rooms, and kitchen. Assumable lease.

Furniture and Equipment: Networked computers, newer equipment and furniture all included

Staff: Six full time (would like to stay on) plus two seasonal.

Software: Quickbooks, Ultratax

Practice details: This well-established CPA practice for sale produces gross revenues of approximately $150,000 and generates close to 90% cash flow. Ideally located in an area known for a high-quality life, higher median income, and strong population growth, this reputable practice serves a loyal client base that should generate referrals and expand services opportunities. This turn-key practice is primed for a new owner, a smooth transition, and continued growth.

Annual Revenue: $150,000

Owners Cash Flow:  $135,000

Revenue breakdown:  Individual and business tax preparation 94%, Write-up/Payroll 4%

Facilities: Condo office in a small office park, owned by practice seller. Available for lease.

Software: Drake and QuickBooks

Practice details:  Retiring Owner seeking buyer for a profitable tax and accounting practice in a desirable and growing area.  Primed for expansion, this firm has an established and loyal client base.

Annual Revenue: $100,000

Owners Cash Flow:  $78,000

Revenue breakdown:  Individual and business tax preparation: 65%, Accounting/Write-up: 30%, Other: 5%

Facilities: Home-based business

Software: QuickBooks, Drake

Geographic Location: Charlotte Area

Practice Details: Highly profitable metro area practice. Retiring after 24 years, the single owner will stay on to transition accounts to new owner. Great write-up business.

Annual Revenue: $1.3M

Owners Cash Flow: $524,000

Revenue breakdown:

Individual and Business tax preparation: 26%

Write-up/Accounting/Payroll/Audit: 74%

Facilities: Upscale working offices plus conference room and reception area. Assumable lease.

Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Six plus office manager

Software: QuickBooks, ProSystems

Geographic Location: Durham Area

Practice Details: This metro area practice is owned by two partners, both looking to retire after more than 30 years. With an excellent reputation and loyal clients, this business has a growing revenue pattern and balanced revenue stream.

Annual Revenue: $589,000 2020; $650,000 projected 2021

Owners Cash Flow: $268,000

Revenue breakdown:

Individual and Business tax preparation: 52%

Write-up/Accounting/Payroll/Audit: 48%

Facilities: Assumable lease.

Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: part-time office manager

Software: QuickBooks, ProSystems

Geographic Location: Southeastern NC

Practice Details: Profitable and stable practice with excellent referrals.

Annual Revenue: $175,000

Owners Cash Flow: $116,000

Revenue breakdown:

Individual and business tax preparation: 72%

Write-up: 28%

Facilities: Home-based business.

Software: QuickBooks, ProSystem FX

Are you currently working as a staffer? Here’s your chance to own the American dream.

Are you growing your existing practice? Step right into a book of current and loyal clients.

Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $675,000.

Mix: 60% tax preparation and 40% accounting for year-round revenue.

Staff: The Owner is motivated to sell and will facilitate a smooth transition.

Enjoy the quality of life. Build your practice and raise your family in a beautiful city with friendly people and loyal clients.

Practice Details: This well-established CPA practice for sale produces gross revenues of

approximately $600,000, balanced between tax (52%) and accounting/payroll

(48%) to provide year-round income.

This reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than $324,000 with consistent year-over-year growth.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market

Clients: Real Estate, Restaurants, Retail Establishments, Small Manufacturing,

Farming and Medical, and Other Professional Services.

Average Bill Rate: $200/hr

Facilities: Attractive office in a business office park. First-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Favorable lease terms.

Staff: Owner + 11 FT/PT/Seasonal (3 CPAs). Very competent staff will stay

on after the sale.

The Owner will stay on as long as needed to facilitate a smooth transition

(and even longer).

Seller financing considered.

Geographic Location: Eastern North Dakota  (Listing # ND 2060)

Practice Details: The owner is ready to sell this profitable CPA firm located in Eastern North Dakota.

The practice has been in business for over 30 years and has a loyal client base with revenue coming from Individual and Business Tax Preparation, Reviews/Audits and Compilation work.

Annual Revenue: $252,000

Revenue Breakdown:

62% Personal and Business tax preparation

33% Review/Audit

3% Write-up

Staff: Experienced and knowledgeable staff will stay on with new owner, plus the seller will provide transition support.

Facilities:  Located in near downtown office building with an assumable lease.  Two fully equipped offices plus reception area and conference room and storage area.

Furniture and Equipment:  Computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price.

Software:  Accounting:  Client Write-Up, Quick Books   Tax Prep:  TaxWise

Geographic location:  SE North Dakota (Listing #ND 1050)

Practice details: Owners seeking buyer for very profitable well established tax and accounting practice.  The Practice has been in business over 6 years with a diversified, (business and individual), established and loyal client base.

Annual revenue: $190,000

Owners Cash Flow: $76,000

Revenue breakdown: 

Individual and Business tax preparation: 78%

Write-up/Accounting/Payroll:  22%

Facilities:  Excellent downtown location.  Multiple fully equipped working offices plus reception and conference areas. Assumable lease.

Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Staff will stay on with new owner plus current owner will provide transition support.

Software:  Accounting: Quick Books Pro.  Tax: Pro Series Professional

Geographic Location: Rural (Listing #ND2054)

Practice Details: Here’s a nice established practice for someone looking to jump start going out on their own or for a long-time practitioner looking to slow down to semi-retirement. The owner is willing to stay involved to help insure a successful transition of the clients and the present staff tax accountant could possibly be retained for another one or two tax seasons to help ease into taking over the workload.

 Annual Revenue: $195,000

Owners Cash Flow: $86,000

Revenue breakdown:  
Individual and Business tax preparation: 56% (38% individual & 18% corporate, estate, trusts & non-profits)
Write-up/Accounting/Payroll: 44%

Average Tax Return: >$250

Average Write-up Client: >$12,500

Facilities: The owner-occupied building is also available, either to lease or acquire, providing room for expansion as well as current rental income.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: One

Software: Lacerte, QuickBooks

Geographic Location:  North Dakota (Listing #ND 2056)

Practice Details:  Two-owner tax and accounting practice in vibrant northeastern ND town.  The Practice has been in business over 25 years with an established and diversified client base.  Owners are looking forward to retirement after a long, successful career. Owners anticipate assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention

Annual Revenue: $615,000

Owners Cash Flow: $375,000

Revenue breakdown:  
Individual and Business tax preparation:  40%
Write-up/Accounting/Payroll: 48%

Consulting and ad hoc: 12%

Facilities:  Excellent location. Beautiful modern office building along main business street with ample off street parking. Multiple fully equipped working offices plus reception and conference areas.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Practice has two long-time employees; one professional and one clerical

Software:  CCH ProFx, Quickbooks and Sage

Geographic Location:  Central North Dakota (Listing #ND 2057)

Practice Details: CPA Owner retiring and seeking qualified buyer for profitable well established tax and accounting practice.  Well established, stable practice with excellent growth potential.  Highly structured client appointment system to effect efficient tax season workload.  Excellent technology system enabling working remotely to extent desired

Annual Revenue: $287,000

Owners Cash Flow: $145,000

Revenue breakdown:  
Individual and Business tax preparation: 84% (63% Individuals & 21% Business)
Write-up/Accounting/Payroll: 7%

Consulting: 9%

Average Tax Return: >$300

Average Write-up Client: >$7,000

Facilities:   Very professionally appointed, owner occupied and available for either lease or purchase Fully equipped working offices plus reception and conference areas.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Two

Software:   Lacerte

Geographic Location:  North Dakota (Listing #ND 2058) – PENDING

Practice Details:  This well-established tax & accounting practice for sale in Western ND produces annual gross revenues of approx. $236,000. It’s located in a beautiful and growing region where outdoor recreational opportunities such as fishing, hunting, hiking and camping are limitless.

The practice has earned a reputation in the community for providing high-quality, personal service and has developed a loyal client base of individuals and businesses.  It has a solid fee structure and generates strong cash flow to owner of more than 50% of gross.

With a highly-visible office and a tenured, seasonal staff in place, this turn-key practice would be the perfect size and opportunity for any experienced accountant ready to grow a profitable business in an ideal setting.

Annual Revenue: $236,000

Owners Cash Flow: $126,000

Revenue breakdown:  
Individual and Business tax preparation: 63%
Write-up/Accounting/Payroll: 37%

Average Tax Return: >$275

Average Write-up Client: >$10,000

Facilities: Hi visibility location. Efficient working offices plus conference room. Ample parking.  Assumable Lease.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Two

Software:   Lacerte, Quickbooks

Geog raphic Location: Western NY

Practice Details: Long-standing, stable practice, single owner CPA. This practice has been in business more than 20 years with an established client base.

Annual Revenue: $570,000

Owners Cash Flow: $280,000

Revenue breakdown:

Individual and Business tax preparation: 55%

Write-up/Accounting/Other: 45%

Facilities: Excellent location. Owner owned – interested in leasing space to the new practice owner.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: One seasoned professional plus part-time office manager.

Software: Lacerte and QuickBooks

Geographic Location: NYC Metro

Practice Details: Excellent growth over past ten years. Tax (62%) and Write-Up/Accounting (38%). Exceptional cash flow and loyal clients. Seller willing to commit to extended transition on a part-time basis.

Annual Revenue: $610,000

Owners Cash Flow: $310,000

Revenue breakdown:

Individual and Business tax preparation: 62%

Write-up/Accounting: 38%

Facilities: Assumable lease.

Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Three Professional plus seasonal

Software: QuickBooks, ProSystems

Geographic Location: Westchester County

Practice Details: Outstanding CPA practice in metro area with experienced staff. Three partners, all willing to assist in transition to new owner.

Annual Revenue: $1.4M

Owners Cash Flow: $630,000

Revenue breakdown:

Individual and Business tax preparation: 60%

Audit/Other: 40%

Facilities: Excellent location. Partner owns building, willing to lease.

Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: 4 CPAs, 3 Seasonal

Geographic Location:  West Central NY

Practice Details: This established New York CPA practice has been steadily growing, offering a full range of accounting, tax and management services and providing year-round revenue. Revenues are nicely balanced: tax (54%), write-up/accounting (38%), and audit/reviews/other services (8%). It is the perfect turn-key opportunity for an experienced accountant eager to own a practice, or a nice addition for a firm interested in expanding.

Annual Revenue: $377,000

Owners Cash Flow: $175,000

Revenue breakdown:  

Individual and Business tax preparation: 54%

WriteUp/Accounting/Audit/Other 46%

Facilities: Professionally appointed, owner occupied and available for either lease or purchase.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Two plus seasonal

Software:   QuickBooks, Drake

Practice Details:  Outstanding CPA Tax practice in major metro area with experienced and dedicated staff. 3 CPA partners willing to stay to transition as needed. Very good cash flow and located in affluent neighborhood.

Annual Revenue:      2020: $1,600,000

Owners Cash Flow:   2020: $810,000

Revenue breakdown:  Individual and Business tax: $1,200,000 Audit: $115,000

Facilities: in great section of major metro area, partner owns the free-standing building, offices are 1400 total square feet but more room available, near major university, rent is $1750/mo.

Furniture and Equipment: all computers, and server phone system come with the practice, the usual reception furniture and cabinets plus all other equipment and software included in selling price.

Staff: (8) – 4 full time CPA, 1 part time, 3 seasonal.

Software: ACCOUNTING CS & ULTRA TAX, PLANNER AND FIXED ASSET CS

Practice Details: Very profitable practice in business over 60 years near a growing Metro area.  Owners have excellent reputation and have built the leading accounting and consulting practice in their area.  Nicely balanced mix of business and excellent cash flow.

Annual Revenue:  2020:  $1060,000

Owners Cash Flow:  2020:  550,000

Revenue Breakdown: 

Individual and Business Tax :  $767,000

Write-Up/Accounting:  $216,000    Other:  $77,000

Owner billing rate:  $200/Hour   Staff rate:  $100/Hour

Facilities:  28 miles from Major Metro Area in the business district of a small town.  5 Offices with Reception area.  Assumable lease.

Furniture and equipment:  All computers, phone system, furniture, cabinets other equipment and software included in price.

Staff: 4 full time CPA’s.  2 part time and 2 seasonal employees

Software:  CCH ProSystem, Ultra Tax, Asset Keeper, Value Source

Practice Details:  Well established CPA Tax and Accounting Firm in business over 15 years. This multiple location practice has a nicely balanced revenue stream with  excellent area reputations and multiple loyal client bases.  Owners  ready to sell and willing to provide extended transition support to optimize the client retention for the new owner.

Annual Revenue:  Gross Revenue at ~$2,000,000

Revenue Breakdown: 

25% Monthly and Quarterly Accounting

50% Business and Personal Tax Prep

10% Payroll Services

10% Audit Services

5%  Other Services

Facilities:  Prime locations with multiple Offices, Reception Areas, Conference Rooms plus Storage Areas.  Leases are negotiable.

Furniture and Equipment:   Multiple offices fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the selling price.

Staff:   The experienced and knowledgeable staff members will stay on with new owner plus the current owners will be available to provide Tax Season support and other transition support to optimize client retention.

Software:  Accounting: Thompson Reuters CS   Tax: Ultra Tax

Financing:  Owner will consider Seller Financing and Revenue Guarantees.

It would be the perfect size for an experienced individual PA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market.

Practice Details: This well-established PA practice for sale produces gross revenues of approximately $400,000.

Revenue Stream: Tax and monthly and annual accounting.  Unique billing model.   

This turn-key practice is primed for a new owner, a smooth transition, and continued growth.They serve a loyal client base to generate referrals and expand service opportunities with impressive year-over-year growth. Primed for a new owner, a smooth transition, and continued growth.

Cash Flow to the Owner: $275,000 = 68%

Facilities: High visibility location. First-floor office spaces with a reception, breakroom, and conference room. Parking. Convenient to clients.Seller owns the building. Favorable lease terms.

Practice Details:

This well-established CPA practice for sale produces gross revenues of approximately $540,000, balanced between tax (65%), accounting (14%), payroll (17%), and consulting (4%) to provide year-round income.

Ideally located in an area known for a high-quality life, this reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than $182,500 —year-over-year growth.

This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market

Clients:

Real Estate, Restaurants, Retail Establishments, Small Manufacturing, Farming and Medical, and Other Professional Services.

Average Bill Rate: $165/hr

Facilities:

Attractive office on the main street. First-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Favorable lease terms.

Software: Drake and QB

Staff:  Owner + four. Very competent staff will stay on after the sale.

Owner will stay on as long as needed to facilitate a smooth transition.

Practice details:

Retiring owners seeking buyer for a very profitable and well-established CPA tax and accounting practice. In business over 35 years with a very stable and loyal individual and business client base. Located within 30 miles of a major metro area, this turn-key practice would be the perfect size and opportunity for a first-time owner ready to grow a profitable business through an effortless transition process, or an established practice ready to tuck-in, and these wonderful sellers want nothing more than a smooth transaction!

Annual Revenue: $249,312

Owners Cash Flow: $164,000 / 64%

Revenue breakdown:
Individual and Business tax preparation: 79%
Write-up/Accounting/Payroll: 21%
Average Tax Return: >$264
Bookkeeping/Payroll Clients: 42

Facilities: Owner is closing the office and wishes to transfer all client records and files to buyer’s facilities.

Staff: Two, will stay on

Software: Accounting: Quick Books Pro. Tax: Ultra Tax CS

Geographic Location:  Pennsylvania (Listing #PA2058)

Practice Details:  This well-established tax & accounting practice for sale in Northern PA produces annual gross revenues of approx. $236,000. It’s located in a beautiful and growing region where outdoor recreational opportunities such as fishing, hunting, hiking and camping are limitless.

The practice has earned a reputation in the community for providing high-quality, personal service and has developed a loyal client base of individuals and businesses.  It has a solid fee structure and generates strong cash flow to owner of more than 50% of gross.

With a highly-visible office and a tenured, seasonal staff in place, this turn-key practice would be the perfect size and opportunity for any experienced accountant ready to grow a profitable business in an ideal setting.

Annual Revenue:        $236,000

Owners Cash Flow:    $126,000

Revenue breakdown:  
Individual and Business tax preparation: 63%
Write-up/Accounting/Payroll: 37%

Average Tax Return: >$275

Average Write-up Client: >$10,000

Facilities: Hi visibility location. Efficient working offices plus conference room. Ample parking.  Assumable Lease.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Two

Software:   Lacerte, Quickbooks

Geographic Location:  North Eastern PA (Listing #PA2050)

Practice Details: CPA Owner looking forward to retirement and a long successful career, is seeking a qualified buyer for profitable well established tax and accounting practice.  The Practice has been in business over 19 years with an established and diversified client base.  Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention.

Annual Revenue:        $480,000

Owners Cash Flow:    $168,000

Revenue breakdown:  
Individual and Business tax preparation: 80%
Write-up/Accounting/Payroll: 20%

Average Tax Return: >$275

Average Write-up Client: >$10,500

Facilities:  Excellent location. Multiple fully equipped working offices plus reception and conference areas.  Owner occupied; seller is open to selling or leasing to new practice owner.

Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Five (5).  Two are seasoned CPA’s.

Software:  ProSystems and Peachtree

Geographic Location:  South Eastern PA- (Listing #PA 2072)

Practice Details: This CPA practice for sale in a desirable city in south eastern Pennsylvania and has annual gross revenues of approximately $680,000. This well-established, predominately tax practice produces high-level tax services for its sophisticated clientele of individuals and businesses. The practice has a great reputation in the area and has been steadily growing over the years, despite a low marketing budget, through pristine customer service which generate referrals.

As an added benefit, a solid amount of the work is “automated,” encompassing many of the local clients in which QB files are e-mailed and many documents sent via PDF electronically. The practice is also equipped with two excellent, long-term CPA employees who should help aid in the transition and future prosperity of the practice. This opportunity would make a great fit for an individual looking to plant roots in the area and start off with a well-oiled machine.

Annual Revenue:         $680,000

Owners Cash Flow:      $326,000

Revenue breakdown:  
Individual and Business tax preparation: 77%
Write-up/Accounting/Payroll: 23%

Average Tax Return: $290

Average Write-up Client: $9,600

Facilities:  Suburban location but close to business clients. Modern working offices plus conference room.  Assumable lease.

Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Three plus seasonal

Software:   Quickbooks, Lacerte

Geographic Location:   Pittsburgh Metro Area   (# PA2079)

Practice Details: Very profitable firm with motivated seller located in the Pittsburgh Metro Area. This firm has been in business for over 20 years and has a solid mix of tax preparation services, monthly write up and bookkeeping clients and other accounting services as well. Very high net worth client base with top dollar bill rates, and near 100% client retention.

Annual Revenue: Revenue pattern is growing annually with  $1,100,000.

Owner works only Part-Time only 2-3 days per week! Average Tax Return >$1100 Average Bkkp’g client >$7200

Owners Cash Flow: 30% of gross revenue, working < 1000 hours per year

Revenue Breakdown:

55% business and personal tax preparation

25% monthly and quarterly accounting services

20% other accounting services

Staff: Experienced and knowledgeable staff will stay on with new owner. CPA,EA and staff essentially run business, with owner working part-time, even during tax season. Seller will provide transition support.

Facilities: Excellent location in a high traffic Class AA office building with multiple offices for management and staff, plus reception area and conference room.

Furniture and Equipment:  Full complement of server, networked computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price.

Software: Accounting: Quick Books     Tax Prep: Lacerte  Office: ACT CRM System

Geographic Location: Philadelphia

Growing your existing practice? Step right into a book of loyal clients.

Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $1,000,000.

Cash Flow: To the Owner of $718,000 (72% of revenue).

Personal and Business Tax preparation: 90% of revenue.

Facilities: High visibility location. Multi-story office building with a reception, breakroom, and conference room. Convenient to clients.

Staff: Seasoned staff will stay. The Owner will facilitate a smooth transition.

This practice serves a loyal client base to generate referrals and expand service opportunities, with significant year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth.

Practice Details:  Nice CPA practice in higher desirable Chattanooga area that produces gross revenues balanced between Tax Prep (52%), and Audit work (46%) to provide year-round income. Great location and nice book of business.

Owners Cash Flow:   $350,000

Revenue breakdown:  Individual and Business tax: 52%, Audits (46%)

Facilities:  9 offices + 2 conference rooms, rent is monthly and TBD.

Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.

Staff: 2 CPA owners plus 7 FT and 4 PT assistants

Software: QuickBooks, Pro System, BNA, Sage

Practice Details: This CPA Tax & Auditing practice is well respected in the community and enjoys a quality client base,

many of whom have been with the owner since the ’70s.

There is an excellent mix of services including 54% derived from tax and accounting services provided to a thriving group of businesses,

while the remainder consists of 27% governmental accounting/auditing services, and 19% individual tax preparation. There is a solid,

steady, and consistent monthly revenue stream, which helps provide year-round income and steady employment. There is a strong

cash flow to owner of approximately 45%, which is well above industry standards for practices of this size.  There is also an experienced,

knowledgeable staff in place to assist a seasoned CPA looking to get into a successful practice or a firm looking to expand into the market.

Annual Revenue:        $1,500,000

Owners Cash Flow:    $675,000

Revenue breakdown:  
Individual and Business tax preparation: 53%
Write-up/Accounting/Payroll: 47%

Average Tax Return: $275

Average Write-up Client: $9,200

Facilities:  Class A office space. Modern and upscale working offices plus conference room and reception area.  In-house food service.

Ample parking.  Assumable Lease.

Practice Details:  Nice diverse CPA practice located in Central VA but not far from a major metro area. Gross revenues were just over $1 million in 2023 and were balanced between Tax prep (54%) and Write ups (27%) to provide year-round income. Will be a nice practice for a CPA that wishes to start their own firm or would make a profitable addition to another established firm looking to expand in this market.

Owners Cash Flow:   $350,000

Revenue breakdown:  Individual and Business tax: 54%, Write up: 27%, & Payroll 7%

Facilities: 12 offices + reception area + conf room = 4500 sq feet, rent is $4590 monthly

and triple net

Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.

Staff: 2 CPA owners + 2 accountants within staff of 7 FT

Software: QB, QBO, Acct CS, Caseware, Practice CS, Ultratax CS, Windows 10

Practice Details: Very profitable “Hampton Roads” CPA practice for sale for $2.1 million.

This outstanding tax practice was founded in 2013 and has grown every year. All four partners are willing to stay on for three or four years to facilitate a smooth transition. Partner rates are $250 with six total CPA’s and a staff of 5. Cash Flow is almost $900,000.

Annual Revenue:      $1,900,000

Owners Cash Flow:   $900,000

Revenue breakdown:  Individual and Business tax: 72%, Audit: 22%

Facilities: 7000 sq feet with 20 offices with reception and conference room.

Rent $7000 per month, assumable

Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice

Staff: 4 CPA owners plus 2 other CPA’s plus five assistants

Software: Thomson Reuters Accounting CS and TR Ultra Tax

Practice Details:  This well-established consulting practice produces gross revenues of approximately $875,000 balanced between consulting fees (75%), and tax prep (15%) Misc. (10%)

The unique consulting portion of the practice involves assisting local VA Governments (NOT FEDERAL GOV WORK) with preparing for their financial statement audits. The CPA seller is motivated to sell before consulting contracts must be renewed in March of 2023 but willing to stay on at reduced hours. This is a consulting practice that can transition the clients and has great potential. The practice is located within 45 miles of a major metro area in the Shenandoah Valley. The cash flow at $480,000 is very good on this one. This will sell quickly!

Owners Cash Flow:   $482,000

Revenue breakdown:  Consulting: 75%, Tax Prep 15%

Facilities: 3665 square feet office with 6 offices & reception area, rent is $8000 month to month. Seller owns property.

Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.

Staff: One CPA owner plus experienced staff of three and receptionist.

Software: QUICKBOOKS & INTUIT PROSERIES, FAM, DMS

Practice Details: Check out this outstanding practice located near our nation’s capital in town of 30,000. Begun over 70 years ago, this prestigious firm has a staff of 19 with extensive experience and partners willing to stay as long as needed. This is an excellent opportunity for the right buyer.

Annual Revenue:      $2.8 million

Owners Cash Flow:   $400,000

Revenue breakdown:  

Individual and Business tax: $1.7 mil

Write up: $400K

Audits & Reviews = $450K

Facilities: nicely located office is 6600 sq feet, rent about $8500 per month, monthly lease, assumable, triple net. Also has 3 big conference rooms, 3 bathrooms, and a copy room. Sellers are open to possibly selling the building.

Furniture and Equipment: a total of 17 workstations fully equipped with desks, chairs, file cabinets plus computers, servers and phone system. Workstations are set up for remote access.

Staff: Staff of 19 plus 2 partners, partners willing to stay on as long as needed to complete smooth transition. Staff has many years of experience and many have non-competes.

Software: QUICKBOOKS, ACS, ACCOUNTING CS, CCH PROSYS FX. OFFICE = MS OFFICE, CCH PRACTICE MANG, WINDOWS 10 PRO

Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice.  In business over 20 years a loyal and well-established client base. Owners willing to offer extended transistion. Great seasoned staff will stay on. Not too far from Twin Cities.

Great Cash Flow and Bill Rates.

Annual Revenue:  Growing revenue pattern with 2022 at $1,300,000.

Revenue Breakdown:

60% Personal and Business tax preparation

20% Write-up and bookkeeping

15% Payroll

Facilities:  Three fully-equipped and staffed locations

Furniture and Equipment:  Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price.

Software:  Drake

Practice Details: Retiring owner is seeking a qualified Partner/Buyer for this profitable tax preparation practice.  In business over 20 years, well-established high net worth client base.

Revenue Breakdown:

90% tax preparation (350 Returns) 10% Write-Up/Payroll

Excellent growth opportunity here to provide accounting, write-up, and payroll services to the business community. Owner will assist in transition and/or work PT for buyer.

Facilities:  Home Office

Software:  Lacerte

Seller may consider revenue guarantee and seller financing and transition support.

Practice Details: Retiring owner is seeking a qualified Buyer for this profitable practice.  In business over 20 years with a loyal and well-established client base. Year round revenue stream.

Revenue Breakdown:

40% Tax preparation

40% Write Up

20% Payroll + Other

Furniture and Equipment:  Networked Computers, scanners, printers, work stations, file cabinets, etc. Software and all office and equipment included in selling price.

Software:  ATX

Practice Details: Retiring owner is seeking a qualified Buyer for this profitable CPA practice.  In business over 25 with a loyal and well-established client base. Excellent Cash Flow!

Revenue Breakdown:

50% Tax preparation

50% Write Up etc.

Furniture and Equipment:  Networked Computers, scanners, printers, work stations, file cabinets, etc. Software and all office and equipment included in selling price.

Software:  ATX

Practice Details: Retiring owner is seeking a qualified Buyer for this profitable tax preparation practice.  In business over 30 years in metro Milwaukee area with a loyal and well-established client base.

Revenue Breakdown:

100% Tax preparation

Furniture and Equipment:  Networked Computers, scanners, printers, work stations, file cabinets, etc. Software and all office and equipment included in selling price.

Software:  Pro Series

Practice Overview: Owner is seeking a qualified Buyer for this profitable CPA practice with a loyal and well-established client base.  Practice in business 20+ years.

Annual Revenue:  Growing revenue pattern with 2020 at $400,000.

Owner Cash Flow:  Averages 40% of gross revenue

Revenue Breakdown:

55% Personal and business tax preparation, 25% Write-up and bookkeeping, 5% Audits, 15% Payroll and other business services

Excellent growth opportunity here to provide accounting, write-up, and payroll services to the business community,

Facilities:  Prime location on main traffic route with parking. Six fully equipped offices, plus reception area and other rooms.  Lease is assumable.

Furniture and Equipment:  Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price.

Software:  Accounting:  Quick Books      Tax:  Drake

Transition Support: Owner will be available for transition support to optimize client retention

Note:  Owner is also willing to include Seller Financing

Geographic location:  North East Wisconsin

Practice details:  Retiring Owner seeking buyer for a profitable and well-established tax and accounting practice.  This firm has been in business over 20 years with an established and loyal client base.

Annual revenue: $253,400

Owners Cash Flow:    Averages 39% of annual revenue

Revenue breakdown:  Tax Prep: 68%, Write-Up and Accounting: 19%, Payroll 13%

Furniture and Equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owner will provide transition support.

Software: Accounting: Quick Books.Tax: Lacerte

Note: Owner may consider a Revenue Guarantee and Seller Financing

Practice details:  Profitable and established tax and accounting practice.  Nicely growing annual revenue stream with a location in a rapidly growing market area.

Annual revenue: $195,000

Owners Cash Flow:    Averages 39% of annual revenue

Revenue breakdown: Tax Prep: 65%, Write-Up and Accounting:  26%, Payroll: 9%

Facilities:  Suite of 2 offices plus reception area.  Lease is assumable.

Furniture and Equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owner and staff will provide transition support.

Software:  Accounting: Quick Books.  Tax: ATX

Note: Owner may consider Revenue Guarantee

Practice details:  Owner seeking buyer for profitable and well-established tax and accounting practice.

Annual revenue:      $332,000

Owners Cash Flow:    $94,000

Revenue breakdown: 

Tax preparation: 73%

Write-up:  8%

Payroll:   12%

Other Business Services:  7%

Facilities:  Details to be worked out with the Seller

Furniture and equipment: Office furniture and Computers included in selling price.

Staff: Owner and staff will provide transition support.

Software:  Accounting: Quick Books    Tax: ATX

Note: Owner may provide Seller Financing

Practice details:  Retiring owner seeking buyer for highly profitable and well-established tax and accounting practice.  In business over 25 years with a very stable and loyal individual and business client base.

Annual revenue:      $446,000

Owners Cash Flow:    $200,000

Revenue breakdown: 

Individual tax preparation: 69%

Business tax preparation:  16%

Other Business Services:  15%

Facilities:  Details to be worked out with the Seller

Furniture and equipment: Office furniture only. Accounting and Tax Software included in selling price.

Staff: Owner and staff will provide transition support.

Software:  Accounting: Accounting CS  Tax: LaCerte

Note: Owner will consider a Revenue Guarantee and may provide Seller Financing

Practice Details: Owner seeking a qualified buyer for this well established profitable tax and accounting practice.  In business for 10 years and has a well-established and loyal client base.

Annual Revenue:   $275,000

Revenue Breakdown:

57%    Business and personal tax preparation.

20%    Monthly and quarterly accounting

23%    Other business services, payroll, reviews

Staff: Qualified staff members will stay on with the buyer.  Plus the current owner will provide transition support as well

Facilities:  Prime location with 4 offices and reception area and break and storage rooms.  Current lease is assumable

Furniture and Equipment: Fully equipped networked and updated computers, scanners, printers, software and all office and equipment included in price.

Software:  Accounting: QuickBooks      Tax Prep: Pro-Series

Special Note: Seller is offering Seller Financing.

Geographic Location:   Eastern Wisconsin

Practice Details: Retiring owner is seeking a qualified buyer for this very profitable tax and accounting practice.  In business over 20 years in a major city in North East Wisconsin area with a loyal and well established client base and diversified revenue stream.

Annual Revenue:  Nicely growing 4 year revenue stream at $208,000

Owner Cash Flow:  Averages 60% of Gross Revenue

Revenue Breakdown:

49% Business and personal tax preparation

37% Write-up and bookkeeping

14% Payroll other business services

Facilities:  Prime commercial high traffic office location.  Two fully equipped offices plus two other rooms.  Lease is assumable.

Furniture and Equipment:  Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price.

Software:  Accounting:  Quick Books      Tax:  Pro Series

Geographic Location: Milwaukee Metro

Practice Details: Retiring owner is seeking a qualified buyer for this tax and accounting practice.  In business over 15 years in a prime location in the West Milwaukee WI Metro area with a loyal and established client base.

Annual Revenue:  $134,000

Revenue Breakdown:

95% Business and personal tax preparation

5% Other business services

Facilities: Prime high traffic office location.  Two fully equipped offices plus reception area and storage.  Lease is assumable.

Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price.

Software:  Tax Prep: Drake

Geographic Location: Wausau Area     Listing WI1099

Practice Details: Owner seeking qualified buyer for this niche farm industry tax and accounting practice.  In business for over 25 years and has a well-established and loyal client base.

Annual Revenue:  Steady 4 year growth pattern at $328,000

Revenue Breakdown:

81%    Business and personal tax preparation.

13%    Monthly and quarterly accounting

6%      Other business service

Staff: Qualified staff members will stay on with the buyer.  Plus the current owner will provide transition support as well

Facilities:  Prime location with 5 offices and reception area and break and storage rooms.  Assumable lease.

Furniture and Equipment: Fully equipped networked and updated computers, scanners, printers, software and all office and equipment included in price.

Software:  Accounting: QuickBooks      Tax Prep: Drake

Special Note: Seller may consider Seller Financing.

Practice Details: Retiring owner is seeking a qualified buyer for this small but profitable tax and accounting practice.  This firms business is located in North Central Wisconsin with a loyal and established client base.

Annual Revenue:  Steadily growing projected  at $58,000

Revenue Breakdown:

63% Business and personal tax preparation

20% Payroll

17% Other business services

Facilities: Two offices, plus reception area and storage.  Lease is assumable.

Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in price.

Practice Details: Owner is seeking a qualified buyer for this growing tax and accounting practice.  Well established, in business over 12 years, located in North Central Wisconsin with a loyal and well-established client base.

Annual Revenue:  Steadily growing projected  at $124,000

Revenue Breakdown:

59% Business and personal tax preparation

13% Write-up

28% payroll and other business services

Staff: The staff will stay on with Buyer and Seller will provide transition support.

Facilities: Two offices, plus reception area and storage.  Assumable lease.

Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in price.

Software: Sage/Aatrix/Quickbooks/Drake.

Special Note: Seller may consider a Revenue Guarantee and/or Seller Financing..

Asking price:  $110.000

CPA Practice for Sale

Geographic Location: North Milwaukee WI Metro Area     # WI 1097

Practice Details: Owner is retiring and ready to sell this niche business CPA/Tax practice.  Well established, in business over 25 years located in the Northern Milwaukee Metro area. This practice has a well-established and  loyal client base.

Annual Revenue:  Steadily growing at $135,000

Revenue Breakdown:

24% Business

76% Personal

Staff: The seller will provide transition support.

Facilities: Buyer must provide the office facilities.

Furniture and Equipment: Computers, scanners, printers, work stations, etc. Software and all office and equipment included in price.

Software: Accounting: Peachtree    Tax Prep: ATX

Special Note: Seller may consider a Revenue Guarantee and Seller Financing.

Geographic Location: West Central Wisconsin     Listing WI1098

Practice Details: Owner is very anxious to find a buyer for this tax and accounting practice.  In business for over 11 years and has a well-established and loyal client base.

Annual Revenue: Steady 4 year growth pattern at $74,000

Revenue Breakdown:

80%  Business and personal tax preparation.

20%  Write-up and bookkeeping

Facilities: Office and reception area and storage rooms.  Renewable lease.

Furniture and Equipment: Computers, scanners, printers, software and all office and equipment included in price.

Software: Tax Prep: TaxWise

Special Note: Seller may consider Seller Financing

Geographic Location: Multiple locations Northern WI     Listing WI1096

Practice Details: Anxious owner is ready to sell this multiple location and well established tax preparation firm located in three cities in Northern WI.  This operation has been in business for over 20 years and has a loyal client base with 94% of the revenue generated from individual and business tax preparation.

Annual Revenue:  Steadily growing at $640,000

Revenue Breakdown:

94% Personal and Business tax preparation

6% Monthly and quarterly accounting and other business services

Staff: The experienced and knowledgeable staff (with non-competes in place) will stay on with the new owner, plus the seller will provide transition support.

Facilities: Excellent locations in cities, all with full complement of reception area, and working offices.

Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and conference room furniture and equipment included in price.

Software: Accounting:  Sage 50    Tax Prep: Updated for 2018 Tax Code

Special Note: Seller may consider Seller financing.

Geographic Location: Eastern Milwaukee WI Metro Area Listing WI1095

Practice Details: Owner is ready to sell this small but very profitable and well established tax preparation and small business write-up firm located in the Eastern Milwaukee Metro area. This practice has been in business for over 15 years and has a loyal client base with 75% of the revenue coming from individual and business tax preparation.

Annual Revenue:  Steadily growing at $189,000

Revenue Breakdown:

75% Personal and Business tax preparation

25% Monthly and quarterly accounting and consulting services

Staff: The experienced and knowledgeable staff will stay on with the new owner, plus the seller will provide transition support.

Facilities: Excellent location with reception area, conference room, 2 working offices, free parking, with an assumable lease.

Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and conference room furniture and equipment included in price.

Software: Accounting: Quick Books plus Sage 50    Tax Prep: Lacerte

Special Note: Seller may consider a Revenue Guarantee and Seller financing.

Geographic location:  Central Wisconsin  (Listing # WI 1088)

Practice details: CPA Owner retiring and seeking qualified buyer for  profitable well established tax and accounting practice.  The Practice has been in business over 15 years with an established and diversified,  client base.

Annual revenue:      $365,000

Owners Cash Flow:    $155,000

Revenue breakdown: 
Individual and Business tax preparation: 55%
Write-up/Accounting/Payroll:  45%

Facilities:  Excellent  location. Multiple fully equipped working offices plus reception and conference areas.  Assumable Lease.

Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Staff will stay on with new owner plus current owner will provide transition support.

Software:  Accounting: Creative Solutions.  Tax: Ultra Tax

Geographic location:  Central Wisconsin  (Listing # WI 1087)

Practice details: CPA Owners seeking buyer for very profitable well established tax and accounting practice.  The Practice has been in business over 20 years with a diversified, (business and individual), established and loyal client base.

Annual revenue:      $420,000

Owners Cash Flow:    $248,000

Revenue breakdown: 
Individual and Business tax preparation: 70%
Write-up/Accounting/Payroll:  30%

Facilities:  Excellent downtown location.  Multiple fully equipped working offices plus reception and conference areas. Month to Month Lease.

Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Staff will stay on with new owner plus current owner will provide transition support.

Software:  Accounting: CS, Quick Books.  Tax: LaCerte, Proseries

• Geographic location: East Central Wisconsin

Practice details: CPA Owners are seeking buyer for profitable and growing accounting and tax practice. The Practice has been in business over 20 years with an established and loyal client base.

Annual revenue: $900,000+

Owner Cash Flow: $500,000+

Revenue breakdown: Individual and Business tax preparation: 40%
Write-up/Accounting/Payroll: 60%

Facilities: Excellent Location. Multiple fully equipped working offices plus reception and conference areas. Assumable lease or purchase.

Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price.

Staff: Owners amenable to merger or buyout. Partner(s) willing stay on with new owner and or provide transition support as needed.

Software: MAS 90, Quick Books, CCH Pro System

Geographic location: Vernon County 

Practice details: Owner is ready to retire from profitable growing well established tax and accounting practice. The Practice has been in business over 15 years. Possible seller financing. Seller willing to provide extended transition support if needed.

Annual revenue: $500k+

Revenue breakdown: 
Individual and Business tax preparation: 30%
Write-up/Accounting/Payroll: 70%
Average Tax return is >$300
Average Write up Client is >$10,000

Facilities: Downtown Location. Four fully equipped working offices plus reception and conference area. Assumable lease.

Furniture and equipment: Networked Computers, work stations and full complement of office furniture, plus all other equipment and software included in selling price.

Staff: Staff will stay on with new owner plus current owner will provide extended transition support.

Software: Accounting: Quick Books. Tax: Lacerte

Practice details: CPA Owner is anxious to sell very profitable and growing accounting and tax practice.  The Practice has been in business over 10 years. Bonus: The Seller will offer a guarantee on future billings, plus seller financing and transition support.

Owner Cash Flow:   $140,000

Revenue breakdown: 
Individual and Business tax preparation: 47%
Write-up/Accounting/Payroll:  53%

Facilities:  Excellent Location. Two fully equipped working offices plus reception and conference area. Assumable lease.

Furniture and equipment: Networked Computers, work stations and full complement of office furniture, plus all other equipment and software included in selling price.

Staff: Staff will stay on with new owner plus current owner will provide extender transition support.

Software:  CSA, Quick Books, UltraTax

Geographic Location:   Milwaukee Metro  Listing # WI 1090

Practice Details: Highly profitable CPA firm located in the Milwaukee WI Metro Area.  This firm has been in business for over 15 years and has a solid mix of tax preparation, write up and bookkeeping clients with other accounting and payroll services as well.

Note: Owner will consider revenue guarantee and seller financing!

Annual Revenue: Revenue pattern is growing annually projected at 1,500,000.

Owners Cash Flow: Approaching 50% of gross revenue.

Revenue Breakdown:

65% business and personal tax preparation

25% monthly and quarterly accounting services

10% other accounting services

Staff: Experienced and knowledgeable staff will stay on with new owner, plus seller will provide transition support.

Facilities:  Situated in a high traffic office building location with multiple offices for management and staff, plus reception area and conference room.

Furniture and Equipment:  Networked computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price.

Software:  Accounting:  Quick Books   Tax Prep:  Ultra Tax

Geographic Location:   Ozaukee County Listing # WI 1091

Practice Details: The owner is retiring and ready to sell this highly profitable firm. The practice has been in business for over 14 years and has a loyal client base with the majority of revenue coming from individual and tax preparation.

Annual Revenue:  $177.500.

Revenue Breakdown:

98% Personal tax preparation

2% Business tax preparation

Staff: Experienced, Bilingual, knowledgeable staff person will stay on with new owner, plus seller will provide transition support.

Facilities:  Located in office building with an assumable lease if buyer wishes to continue operations in the same area. 1 office plus reception area and meeting and storage rooms.

Furniture and Equipment:  Computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price.

Software:   Taxslayer Pro

Don’t pass up this opportunity if you want to acquire a profitable tax practice with growth potential.

Note: Owner is asking only $159,000 and will consider some seller financing!

Geographic Location:  Eastern Madison Area Listing # WI 1092

Practice Details: The CPA owner is retiring and ready to sell this highly profitable firm. The practice has been in business for over 20 years and has a loyal client base with the majority of revenue coming from business accounting and tax plus individual tax preparation. Note: this firm has an excellent growth potential as the owner has been declining new clients as part of plan to downsize and retire.

Annual Revenue:  $163,000

Revenue Breakdown:

55% Business monthly accounting and taxes

45% Individual tax preparation

Staff: None.

Facilities:  Located in office building with high visibility and an assumable lease if buyer wishes to continue operations in the same location. Utilities included in rent.

Furniture and Equipment:  All office furniture and equipment included in price.

Software:   Accounting: Sage.  Tax: Intuit Pro Series.

Don’t pass up this opportunity if you want to acquire a profitable tax practice with an excellent opportunity for growth potential

Note: Owner will consider seller financing

Geographic Location: Northern Milwaukee Metro Area Listing WI 1093

Practice Details: The owner is ready to sell this profitable Tax Preparation and small business write-up firm located in the northern Milwaukee WI Greater Metro area. The practice has been in business for over 20 years and has a loyal client base with the majority of revenue coming from individual and business tax preparation.

Annual Revenue:  $300.000

Revenue Breakdown:

62% Personal and Business tax preparation

38% Monthly and quarterly Accounting

Staff: Experienced and knowledgeable staff person will stay on with new owner, plus seller will provide transition support.

Facilities:  Located in office building with an assumable lease if buyer wishes to continue operations in the same area. Note: Practice seller owns building and will consider sale to buyer.  4 offices plus reception area and conference room and storage area

Furniture and Equipment:  Computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price

Software: Accounting: Quick Books  Tax Prep: Drake

Geographic Location: Western Milwaukee WI Metro Area     Listing WI 1094

Practice Details: The owner is ready to retire and sell this well established tax preparation and small business write-up firm located in the Western Milwaukee Greater Metro area. The practice has been in business for over 20 years and has a loyal client base with the majority of revenue coming from individual and business tax preparation.

Annual Revenue:  $334,000

Revenue Breakdown:

82% Personal and Business tax preparation

18% Monthly and quarterly Accounting

Staff: The experienced and knowledgeable staff will stay on with new owner, plus the seller will provide transition support.

Facilities:  Located in remodeled office building with parking and with an assumable lease.  4 Offices and Reception Area.

Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office furniture and equipment included in price.

Software: Accounting: CSA.  Tax Prep: Lacerte

Note: May consider Seller financing.

Practice Details: Retiring owner is seeking a qualified Partner/Buyer for this profitable tax preparation practice.  In business over 20 years in a major city in Southern Wisconsin with a loyal and well-established client base.

Annual Revenue:  Stable revenue pattern with 2018 at $225,000.

Revenue Breakdown:

95% Personal tax preparation

5% Write-up and bookkeeping

Excellent growth opportunity here to provide accounting, write-up, and payroll services to the business community,

Facilities:  Prime location. Four fully-equipped offices, plus reception area and two other rooms.  Lease is assumable.

Furniture and Equipment:  Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price.

Software:  Drake