#5300 - Portland - OREGON

Since its inception, the firm has maintained a steady and profitable client base, emphasizing high-quality tax compliance and advisory services for professional, business, and estate clients.

Individual and business income tax preparation and planning
Estate and trust tax compliance
Partnership and S-corporation tax returns
C-corporation returns (limited base)
Fiduciary and trustee services
Business consulting and tax projections
Related compliance filings (1099s, personal property tax, etc.)

Billing rates (2024):
Partners: $235–$375/hr
Accountants: $195/hr
Clerical: $115/hr
Average billable rate (2024): $249/hr

Client Base: 
The firm’s clientele is primarily composed of:
Mid-to-high-net-worth individuals — attorneys, physicians, architects, investment advisors, and executives (notably from Nike, Intel, and similar employers)
Small and mid-size businesses — particularly professional service firms
Estates and trusts — ongoing fiduciary and planning relationships

Client Composition (2024):
127 individual clients
21 partnerships
13 S-corporations
23 trusts
6 disregarded entities
1 personal and 1 estate client
Total active clients: ~195

The firm’s acceptance of new clients has been limited in recent years due to capacity but presents significant upside for a successor firm with additional resources.

Asking Price 1.25x TTM