#5370 - Bend - OREGON

Well-established tax practice for sale in Bend, Oregon generating approximately $345,000 in annual revenue. The practice has been operating for over 40 years and has built a loyal, primarily local client base with strong long-term relationships. The firm focuses primarily on individual (1040) tax preparation, along with a smaller number of business returns. Revenue has grown consistently year-over-year, supported by strong client retention and a straightforward service mix. In recent years, the practice has experienced solid growth and has reached a point where capacity has become a limiting factor. During the most recent tax season, new client inquiries were turned away, indicating strong underlying demand for services in the area. The business benefits from a well-established online presence, generating approximately 4,500+ Google Business profile views during the tax season (November through April). The majority of new client activity is driven by high-intent Google Search, supported by a 4.8-star rating across more than 60 reviews. Operations are streamlined with minimal overhead, and the client base is predominantly composed of individual returns, making for a clean and manageable book of business. The practice is located in Bend, Oregon, a highly desirable and growing market. Owner discretionary income is approximately $160K+. The seller is exploring retirement and is willing to assist with the transition to ensure continuity and strong client retention. This is an excellent opportunity for a buyer looking to step into an established practice with consistent cash flow, strong inbound demand, and clear opportunities for continued growth with additional capacity.