#5536 - Boca Raton - FLORIDA

This unusual opportunity features a premium Boca Raton CPA firm that generates $600,000 in gross revenue, servicing an affluent, high-net-worth client base. Specializing in fiduciary, trust, estate, and multi-state SALT work—charging exceptionally high billing rates and supported by a tenured full time tax manager and a state of the art IT infrastructure. • Gross Revenue: $600,000 • Owner’s Billing Rate: $670/hour • Tax Manager Billing Rate: $350–$370/hour • Trust & Estate Practice: Expertise in fiduciary returns, having completed 70 Form 1041s in 2025. • Multi-State SALT: Niche in multi-state state and local tax compliance. • Owner is a Certified Personal Financial Planner (PFP) providing advisory services. • Tax Manager (10-Year Tenure): Manages tax preparation and reviews all; has long-standing client relationships. Part-Time Staff: 2 part-time tax preparation accountants. • Centrally located in Boca Raton in an executive building on the lobby floor near I-95. • The owner would like to stay with the practice part-time for up to 3 years to ensure client retention and assist with complex tax work. • Revenue Breakdown: 31% Corporate/Partnership returns, 44% individuals and 25% Fiduciary, Trusts, Estates & Planning