#5526 - Lee's Summit - MISSOURI

THE OPPORTUNITY An excellent opportunity to acquire a high-quality portion of an established tax and accounting practice located in desirable Lee's Summit, Missouri. Ideal acquisition for a licensed CPA, EA, or experienced practitioner seeking to expand their existing footprint or establish a lucrative independent practice. This practice offers a balanced revenue mix of recurring monthly services and robust seasonal tax preparation. Perfect for a qualified buyer looking for strong cash flow, well-organized systems, and an established, modern client base. PRACTICE HIGHLIGHTS • High-Tech Infrastructure: Modern operation with the majority of clients utilizing an electronic portal, ensuring smooth administrative workflows and efficient remote or hybrid capabilities. • Strong Fee Structure: Nice billing rates reflecting high client retention and quality service delivery. • Seamless Transition: Experienced seller is committed to providing hands-on transition support to assist in a successful client retention and handoff process. REVENUE BREAKDOWN • 25% Accounting, Bookkeeping & Payroll • 56% Individual Income Tax Preparation • 15% Business Income Tax Preparation • 4% Other Tax Preparation Services Asking: $249k