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Ref Location Annual Gross $ Status Private sale/Name of broker
3002 Fairfax County $475,000 Available Poe Group Advisors

Quality CPA tax-only firm with an emphasis on 1040’s. Clients are very high end, well-educated and loyal. Revenues are steady with average individual tax returns fees greater than $800! Cash flow to owner is also very high at over 75%. These clients are engaged in their tax planning and appreciate professional service and advice. The firm enjoys a reputation for great service and quality work. Office is in a great location with plenty of parking. Ideal Buyer Buyer must be hands on. Current owner answers own phone and does 100% of the professional work. This is what clients have come to expect and are very loyal to the exceptional service that is provided. Must have excellent work habits and respond to client inquiries promptly. A well-rounded background in income tax planning and preparation will also be helpful.

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