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
#5519 - Westwood, Massachusetts - MASSACHUSETTS
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5519 | MA | Westwood, Massachusetts | $451,000 | new | Thrive Financial Group, LLC |
