#5178 - Washington DC Metro Area - MARYLAND

Established for over 30 years, this CPA firm boasts a loyal client base. Many clients have been with the practice for decades, drawn by the high-quality work and strong client service. The firm has deep expertise in tax compliance, including about 25% of clients with foreign ties (EX: ownership interest in foreign businesses and/or foreign assets and income). The highly credentialed and experienced staff are the jewel of this firm! The tenured staff genuinely enjoy their work and thrive in the firm’s family-like environment. This positive culture contributes to high retention and a motivated team committed to delivering excellent service. Clients come from a variety of industries with small concentrations in publishing, real estate, and private equity funds. The current owner is willing to stay on part-time for a couple of years to support a smooth transition. This firm service mix is made up of 41% business tax, 40% personal, and 19% other. There are more additional opportunities in this firm to increase advisory services that current clients desire. This firm is listed at an incredible price and is perfect for a buyer seeking exceptional, qualified employees and loyal, established clients. ● This firm offers a healthy mix of services with phenomenal average fees of $3,722 for personal tax returns and $7,500 for business returns. ● This firm is well-staffed with over 7+ employees and 3 CPAs ● Cash flow can be improved with simple price increases Ideal Buyer: The ideal buyer will be a local CPA with strong international tax experience and a deep understanding of complex tax returns, particularly those related to publishing industry clients. This expertise is essential to maintain the firm's specialized client base and ensure continuity of service. About 25% of the returns have international ties (EX: ownership interest in foreign businesses and/or foreign assets and income), so a buyer with strong international expertise is ideal. The ideal buyer for this firm will be a seasoned CPA with a minimum of 10 years of experience and knowledge of real estate. They should be prepared to take an active, owner-operator role within the firm, leading both client relationships and internal operations. This opportunity is best suited for a hands-on professional who values quality, team culture, and long-term client relationships.