#5421 - Bend - OREGON

This tax practice was started from scratch in 1988. It grew in the early years through referrals and word of mouth. In the past several years, it has invested in improving its online presence, which has driven recent growth. The practice has a very stable reputation in the market and has been in the same location for the past 27 years. Revenue is generated solely from tax compliance work (planning, consulting, and preparation). Most clients are individuals, some with small businesses and rentals. There are a couple of dozen corporations and partnerships in the client mix as well. The owner is planning to retire, but will work with the buyer for a period to ensure a smooth transition for staff and clients. Tax software: Drake Contact us if you would like to learn more about this opportunity. We have a detailed report you can review after signing a non-disclosure agreement.