|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
This tax practice was founded in 2004 when the seller acquired a small practice and has been grown to what it is today over the past 17 years. The practice provides tax planning and preparation services to individuals and closely held business. The fee averages are very good with an average 1040 tax return generating $1,012 in revenue. There are a couple dozen trust returns and a partnership return in the mix as well. The owner relies on a full-time admin/office manager and a couple seasonal preparers during tax season. New clients are only taken from referral, so there is quite a bit of growth potential if the buyer wished to expand the brand of the practice in the market. The seller plans to retire from public accounting, but cares greatly about the clients' ongoing care so will be available to transition the business to the buyer as needed.
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