#5590 - Durham / Triangle Area - NORTH CAROLINA

Confidential Practice Transition Opportunity Established solo tax and light bookkeeping practice book in Durham, NC (27713) available for acquisition prior to the 2027 tax season. Practice History and Client Profile: In business 15 years serving local Triangle clients. The practice was deliberately downsized from over 150 clients and $50k+ gross due to personal health. Clients were referred elsewhere and zero new clients have been accepted for the past 3 years. The remaining roster of approximately 104 tax clients is stable, compliant, and low maintenance. Revenue and Services: Annual gross collections are approximately $31,500, consisting of roughly $29,400 in tax preparation and $2,100 in bookkeeping. Tax work includes approximately 101 individual 1040 returns and 3 pass-through business returns (two S-Corps [one LLC, one S-Corp] and one Partnership [LLC]). The average tax fee is approximately $280. Bookkeeping consists of 2 long-standing accounts. Records and Transition: Returns are prepared in ProSeries Professional. Clean PDF copies of prior-year filed returns and bookkeeping financial statements are available for transition. The seller will provide a formal client endorsement letter to support client retention. Asking price and deal terms are negotiable. NDA required for practice summary and scrubbed reports.