-Premium fee structure: personal tax returns averaging $3,722 and business returns averaging $7,500
-Loyal client base with many relationships spanning decades
-Tenured, credentialed team with a collaborative, family-like culture
-Owner willing to remain part-time for a couple of years to support a smooth transition
ABOUT THIS PRACTICE:
Established for over three decades, this DC Metro CPA firm has built a loyal client base drawn by high-quality work and strong client service. The firm carries deep expertise in tax compliance, including a meaningful concentration of clients with international ties, and serves a diverse mix of business and individual clients across publishing, real estate, and private equity. Premium average fees reflect the technical complexity of the work and the caliber of the team delivering it.
The tenured staff are a defining strength of the practice, operating within a collaborative, family-like environment with high retention and a genuine commitment to client service. The owner is willing to remain part-time for a couple of years to support transition.
IDEAL BUYER:
The ideal buyer is a local CPA with strong international tax experience and a deep understanding of complex tax returns. Familiarity with real estate and a minimum of 10 years in public accounting are important. The right buyer will be prepared to take an active, owner-operator role within the firm, leading both client relationships and internal operations, and will value quality, team culture, and long-term client relationships.
#5178 - Washington DC Metro Area - MARYLAND
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5178 | MD | Washington DC Metro Area | $1,468,148 | sale pending | Poe Group Advisors |
