#5300 - Portland, OR - 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 4. 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