Established tax practice in lower Montgomery County, MD with 10+ years of consistent, client-focused service. The firm serves individuals, estate fiduciaries, trustees, and small business owners and maintains strong referral relationships with CPAs, financial advisors, paralegals, and estate attorneys for a collaborative, team-based approach. Known for timely, professional tax preparation and planning, the practice emphasizes clear communication, transparency, and reliable ongoing support for clients and staff.
Turnkey operations with documented workflows, repeat revenue from returning clients, and opportunities to expand advisory services or grow billable hours make this an attractive acquisition for an experienced tax professional or CPA.
