#5370 - Bend - OREGON

Well-established tax practice for sale in Bend, Oregon with approximately $345,000 in annual revenue. The practice has been operating for over 40 years and maintains a loyal, primarily local client base. Services consist primarily of individual (1040) tax preparation, along with a smaller number of business returns. Revenue is stable year-over-year, supported by long-term client relationships. The owner is exploring retirement and is willing to provide transition assistance to ensure a smooth handoff and strong client retention. Key Highlights ● ~$345K in annual revenue with consistent performance ● 40+ year established practice with strong client loyalty ● Strong growth over the past 3 years ● Capacity-constrained — new client inquiries were turned away during the most recent tax season ● Strong organic online presence with ~4,500+ Google Business profile views during the most recent tax season (Nov–Apr) ● Majority of traffic driven by Google Search (high-intent client demand) ● 4.8-star Google rating (60+ reviews) combined with strong organic search visibility drives consistent inbound client demand ● Primarily 1040-based practice with a straightforward client mix ● Minimal overhead and streamlined operations ● Located in Bend, Oregon — a highly desirable and growing market ● Seller is willing to assist with the transition ● Owner discretionary income 160K+ Services ● Individual tax preparation (1040) ● Business tax returns (S-Corp, Partnership) ● Limited bookkeeping and related services The practice benefits from strong inbound demand and does not rely on paid advertising. Growth opportunities exist for a buyer with additional capacity to accept new clients.