#5519 - Westwood, Massachusetts - MASSACHUSETTS

Approximately 37 years of operating history Located in affluent Westwood, Massachusetts $451,406 of 2025 gross revenue Approximately 17% revenue growth from 2024 to 2025 Approximately 752 individual and business tax clients 367 individual tax clients 44 business tax clients 5 other tax-service clients 9 annual accounting/compilation clients Affluent and high-net-worth-oriented clientele Strong recurring individual and business tax revenue $11,331 average annual fee for accounting/compilation clients $608 average individual tax fee $1,993 average business tax fee $752 average fee for other tax clients Two review engagements One full-time and one part-time employee Seller is a CPA Asking Price - $563,750 Net - $187,000 Buyer will be required to complete a Buyer Profile form and NDA
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Thrive Financial Group, LLC

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