Established CPA firm generating $580,000 in revenue with a 50% profit margin. The firm maintains a low return volume with premium fees. Revenue composition includes 50% individual tax returns, 25% business returns, and 25% accounting services. Operates from a turnkey, month-to-month lease office located near The Villages. The owner seeks retirement following a smooth transition. Client base is primarily remote, with occasional on-site visits, so presence required during the transition. Supported by a long-tenured CPA staff member who can do everything, has strong client relationships, but a worker-bee. Looking for a buyer with some type of local presense, or a staff member to be on-site, not strictly remote.
#5428 - Central Florida - FLORIDA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5428 | FL | Central Florida | $580,000 | new | Ragan & Associates, PA |
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